You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
Author Archives: Louise Hill
Louise joined Portfolio Adviser in December 2016 as one of the editorial team’s news reporters based in London. Originally from Liverpool, she is an NCTJ-qualified journalist and began her career in 2014 working on local newspapers.
Morningstar: Active fund fees must change
The time has come to offer investors a fairer deal by dropping fixed fees and adopting a performance-based model, according to Morningstar’s head of global manager research Jeffrey Ptak.
Can China’s tech companies shape the Party?
The success of China’s “new economy” presents a challenge to the Chinese Communist Party’s view of its role in the free market economy, and highlights investment risks in China’s tech giants.
Morningstar fund reviews and re-ratings – August 2017
A JP Morgan fund was upgraded and analyst ratings of Aberdeen, Fidelity, First State and Henderson funds were reaffirmed.
Standard Life Aberdeen complete industry mega merger
The formation of investment giant Standard Life Aberdeen has been finalised, the company confirmed early Monday morning.
Energy equity funds in Asia’s doghouse
FSA screened for consistently underperforming funds registered for sale in Hong Kong and found the energy equity sector over-represented on the list.
Asia’s investors join the European bandwagon
Asset allocators in Hong Kong and Singapore tell FSA they are planning to increase allocation to European equities and data shows that capital flows into European equity funds have been increasing.
Hong Kongers’ retirement dreams grow harder to achieve
The gap between retirement dreams and projected reality has grown wider during the past year, according Allianz Global Investors’ survey of Hong Kong population.
Fund selectors turn to index-trackers
Fund selectors in Hong Kong, Singapore and Bangkok told FSA in a survey that they would allocate more of their assets to index-tracking products in the next 12 months.
UBS WFOE cleared for business in China
UBS Asset Management obtained a private fund management (PFM) license in China yesterday, allowing it to offer fund products to onshore clients, the firm announced.
