“The era of no allocation to private markets will come to an end”, as wealth investors up their exposure over the next five years.
Author Archives: Tom Aylott
Natixis: Fund selectors remain optimistic over markets despite geopolitical uncertainty
Geopolitical concerns, inflation and US-China relations named as top concerns.
PGIM launches UCITS version of Better Future ETF
It will be managed by Mark Baribeau and Rebecca Irwin, who run the $1bn Global Equity Opportunities fund together.
Nikko AM appoints CIO to replace outgoing head
Mark Stoeckle is to take over from Hiroshi Yoh, who will leave after over two year at the firm to ‘pursue his personal ventures’.
Amundi launches Indian value fund with State Bank of India
The ‘contrarian’ strategy will seek out ‘overlooked opportunities’ in India’s famously growthy market.
Morningstar: Only 14.2% of active managers beat passives during the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’.
William Blair launches frontier market debt fund
It will invest in a niche subset of emerging markets that are “more challenging for investors to access”.
Calastone: Fund holding periods halve over past decade
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to.
Who are the winners and losers of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble.
Fidelity: ‘AI remains more of a buzz word than a profit driver’
Most analysts do not expect AI to have an impact on company profitability this year despite increased spending.
