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Alternative Investments

08/18/2023

World’s largest SWF's half-year returns powered by big AI bets

Norges Bank Investment Management’s interim report shows a strong weighting to technology has reversed 2022 downturns, but it called for the regulation of artificial intelligence.

08/18/2023

Columbia Threadneedle UK equity head defends income strategy amid outflows

Jeremy Smith says Richard Colwell’s retirement is not to blame for investors pulling money.

08/18/2023

Ascot Lloyd sees 2022 revenue increase amidst ‘volatile market environment’

Total funds under management for 2022 were down £200m to £9.6bn.

08/17/2023

Aegon reports first half 2023 results

Operating result increases by 3% compared with the first half of 2022 to EUR 818 million

08/17/2023

Deutsche Bank MD quits for London infra fund paying $236k average

Even though some infrastructure investors, such as Macquarie, have come under fire for very visibly debacles under their purview, infrastructure is still a great place to be, apparently.

08/17/2023

JP Morgan launches duo of actively-managed Article 9 ETFs

Part of the £5.5bn Research Enhanced Index platform

08/16/2023

Later life adviser platform rolls out annuity referral system

It is ‘vital that advisers have a wide range of solutions for their clients’

08/16/2023

Norway wealth fund posts $143 bln profit as AI surge lifts tech

The fund's overall return, however, was 0.23 percentage point less than the return on the benchmark index.

08/16/2023

European stocks waver on China woes, US rate concerns

While European markets slid on opening, they began to recover following the release of UK inflation data showing it dipped to a 15-month low.

08/16/2023

UK’s biggest pension is worth £11m

RBC Brewin Dolphin calculates that someone looking for a comfortable retirement requires at least £37,300 per annum to live on.

08/16/2023

Lansdowne Partners completes acquisition of CRUX Asset Management

New manager for CRUX European equity funds

08/16/2023

Britons’ Love Affair with Global Equity Funds

Since 2015 global funds have enjoyed a net inflow of £51.3bn, while all other geographical categories taken together have seen just £909m of new capital.

08/16/2023

Aviva plc 2023 interim results announcement

Strong first half with profitable growth momentum across the Group

08/16/2023

UK pension proposal tips for trustee boards and advisers

Invest time up front to think through holistically what you’re looking for from a service provider.

08/16/2023

Equity release cases have ‘rapidly increased’ in past year

The company attributed this rise to increased interest rates.

08/15/2023

WisdomTree adds three ETPs to Short and Leveraged ETP range

ETF issuer has launched three short and leveraged ETPs, covering French equities and European banks.

08/15/2023

UK employment falls as wages rise at record rate

UK wage growth

08/15/2023

LGIM suffers more LDI pain with another £20bn outflow

Money poured out of LGIM’s Solutions business, causing profits to drop by a third in H1.

08/15/2023

Hope grows for UK equity research revival after Mifid rollback

Fund managers and research firms wonder if the rule change can reverse the dire situation for smaller companies, along with Jeremy Hunt’s wider Mansion House reforms.

08/14/2023

Building society transfers financial planning service to UK pension firm

With employees directly supporting the service also being transferred

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