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Analysis: The emerging vogue for active ETFs
Jupiter, Avantis and Robeco have all launched products in the past month.
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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.
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Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
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Abrdn’s China Financial Conditions Index hits 10-year high
The UK-headquartered asset manager’s closely-watched China Financial Conditions Index is at its highest point in a decade.
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Analysis: Is the reign of the magnificent seven under strain?
Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants.
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How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk.
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Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024.
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Analysis: What does 2025 hold for fixed income?
After a bumpy start to the year for the gilt market, is a repeat of 2022 on the cards?
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Analysis: Is the game up for active management?
Active funds have suffered underperformance and investor outflows.
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Is the end of the Magnificent Seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
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UBS: Wealthy individuals continue buying arts and antiques
The Art Basel and UBS Survey of Global Collecting 2024 also found a decline in average spending levels by value.
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Morningstar: Thematic fund assets double in past five years despite volatility
However, the sector has experienced volatility and inconsistency.
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Natixis: Asian financial advisers fret over wealth transfers
Although worried they will not retain assets from client’s spouses or children, financial advisers remain optimistic about client growth.