
HSBC: tech and geopolitics give mixed signals to rich investors
Over a half of replies to an HSBC GBP survey were bullish on the S&P 500, Hang Seng Index and Strait Times Index.

Analysis: The emerging vogue for active ETFs
Jupiter, Avantis and Robeco have all launched products in the past month.

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.

Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.

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.

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.

How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk.

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.

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?

Analysis: Is the game up for active management?
Active funds have suffered underperformance and investor outflows.

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.

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.

Morningstar: Thematic fund assets double in past five years despite volatility
However, the sector has experienced volatility and inconsistency.