11/09/2023
The background, requirements and considerations for establishing a private REIT in the UK
Brought into effect in April 2023, these changes have enabled private real estate investment trust (REIT) structures.
Alternative Investments
11/09/2023
JO Hambro’s Lowen: NS&I bonanza ‘caused issues’ for UK banks
Managers at JO Hambro and Artemis suggest that NS&I’s 6.2% yielding bond put pressure on UK lenders. But both keep faith in the sector after October’s bruising share price hit.
11/09/2023
'Pension dashboard seems a distant dream but still worth pushing for'
The PDP has commissioned secondary analysis of the wealth and assets survey data from the Office of National Statistics
11/08/2023
Swiss Life continues to grow in the first nine months of 2023
The growth of 5% in local currency was driven by own and third-party products and services as well as advisory business in Germany, while Asset Managers continued to face subdued real estate markets.
11/07/2023
First 'superfund' deal paves the way for a new era for DB schemes
Deal labelled ‘an important innovation to British pension provision’
11/07/2023
Gallagher expands Ireland operations with acquisition of Keaney Insurance Brokers Ltd
The addition of Keaney adds further quality and scale and confirms Gallagher’s position as one of the largest commercial and personal lines insurance brokers in the country.
11/07/2023
Chikara Investments launches emerging markets fund
Managed by Jonathan Asante
11/07/2023
Fund of Funds Insider: What if the UK’s glass is half full?
How much of the gloom around the UK is warranted and what if we actually focused more on the positives rather than the negatives, asks Simon Evan-Cook
11/06/2023
Scottish Mortgage adds £74m to private portfolio and hits back at sceptics
Manager Tom Slater believes ‘market scepticism’ around performance and valuation of private assets is ‘misplaced’.
11/06/2023
Söderberg & Partners launches adviser platform to UK market
Which will be powered by Seccl and additional providers
11/06/2023
Partner Insight: A rare opportunity for fixed income investors
Yields at the front end often rise more than the long end in this environment as markets price in expectations for higher rates in the short term, followed by falling rates as growth slows.
11/06/2023
DWS introduces new biodiversity-focused Xtrackers ETFs
The Xtrackers Biodiversity Focus SRI Ucits ETFs are now available on the London Stock Exchange and were initially listed on the Frankfurt Stock Exchange on November 3rd.
11/03/2023
Investors pull £1.3bn from Baillie Gifford fund
It is via this method the £1.3bn of outflows is calculated.
11/03/2023
Revamped AIFMD & Ucits rules will improve EU funds market, says Efama
While new delegation reporting may seem “duplicative”, Efama hoped it would provide the transparency needed for national supervisors.
11/03/2023
Morgan Stanley launches American fund that omits most of magnificent seven
Investors won’t find the likes of Nvidia, Tesla or Apple in the US fund giant’s latest offering to the UK market.
11/02/2023
Morgan Stanley launches American Resilience Equity Fund for UK investors
The fund seeks to invest exclusively in “reasonably priced businesses that can sustain their high returns on operating capital over the long term”.
11/02/2023
Study shows MiFID II's mixed impact on London stocks
The legislation demanded that these fees be ‘unbundled’ to make hidden costs more explicit to investors and also to reduce the overproduction of seemingly ‘free’ research.
11/02/2023
Schiehallion launches $20m buyback programme
Discount widens to 55%
11/02/2023
Most active UK investors outside of London, Cambridge and Oxford
Sifted digs into the data to find out which non-Golden Triangle-based funds have backed the most startups in 2023
11/02/2023
T. Rowe Price's Ritu Vohora: Conflicting narratives
Central banks' messaging