04/06/2022
How T. Rowe Price is constructing portfolios in ‘distorted’ economy
Vohora outlined how the traditional bucket of bonds in the global allocation strategy at T. Rowe Price has been lowered from 40 per cent to 12 per cent.
Alternative Investments
04/06/2022
Italian watchdog will not start probe into Generali's rebel investors
The three investors had struck a consultation pact last year to challenge Mediobanca over the renewal of Generali’s board.
04/06/2022
Janus Henderson: Global government debt to hit record $71.6trn in 2022
Taxpayers to pay for bond holdings
04/06/2022
Rathbone Funds adopts Charles River IMS and State Street Alpha Data Platform
Charles River IMS enables investment firms to consolidate their investment process across asset classes on a single platform.
04/06/2022
New type of estate planning service launches with holistic approach
This strategy can reduce volatility in investment returns and aims to benefit from long-term growth ahead of inflation.
04/06/2022
Citi Launches Sustainable Trade and Working Capital Loans
These new loans help Citi’s corporate, commodity, financial institution, and commercial banking clients manage their working capital needs by funding their international trade finance and day-to-day commercial activities.
04/06/2022
BlackRock scraps EM absolute return fund after it slumps to $4.5m
Strategy overseen by sector stalwarts has fallen from a peak of $125m in 2015 to an unviable level, Citywire Selector has learned.
04/05/2022
IFA hit with 9-year bankruptcy order
He was paid for services he never provided and accrued over £350,000 in debt
04/05/2022
Advice network unveils financial planning subscription service
To give clients ‘the tools they need to make better decisions’
04/05/2022
CISI launches Future Foundation
The CISI Future Foundation will offer funding to partner with existing organisations
04/04/2022
Yay! I had forgotten all about my £40K pension’
More than £19 billion is languishing in unclaimed pensions.
04/04/2022
Boutique adviser eyeing SME deals market
RMD became something of a by-word for young and rebellious anti-traditionalism that is nowadays more likely to be found in the tech and creative sectors.
04/04/2022
Morningstar downgrades ARKK ETF to ‘negative’ stance and brands Wood’s approach a ‘liability’
Morningstar's Greengold said there are few signs of improvement after "wretched" losses
04/04/2022
R&M shareholders vote in favour of takeover
Shareholders also voted for the sale of the firm’s US solutions business to Agilis for $8.6mn (£6.55mn).
04/04/2022
SimplyBiz adds firm with 32 advisers to mortgage club
SimplyBiz claims to support around 4,000 mortgage intermediaries across the UK.
04/04/2022
AJ Bell and S&P: Only 50% of sterling-denominated funds survived over last decade
Older funds charging more
04/01/2022
Average house prices rise to £265k but cost of living crisis may slow growth in future
House prices have risen once again but doubt has been cast on how long this can last
04/01/2022
How to claim £1,000 up to cashback from Halifax if you borrow money for energy efficiency improvements
Bank says it hopes scheme will encourage people to consider making their homes greener
03/31/2022
Hedgeweek announces winners of Hedgeweek European Awards 2022
The manager categories cover a wide spectrum of investment strategies and fund types
03/30/2022
FE fundinfo expands footprint on the continent
The announcement follows a period of rapid organic and inorganic growth in Europe for FE fundinfo.