05/30/2022
‘Absolute transparency’ needed on private market fees, BlackRock says
Fund manager seeks to improve disclosures to pension clients as UK pushes for shift into unlisted assets
Alternative Investments
05/30/2022
Yealand Administration and Carvetian Capital Management consolidate to form Yealand Fund Services
The new approach was adopted following research among clients and sponsors
05/30/2022
Singapore’s sovereign wealth fund swoops for £3.3bn UK student housing deal
Transaction signals confidence in UK rental market despite gloomy economic outlook
05/26/2022
Global Investor Confidence Sees an Increase of 4.8 Points in May to 97.1
The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.
05/26/2022
Swiss boutique launches credit fund for head of EM debt
Zurich-based asset manager launches fund focused on high yield issuers.
05/26/2022
AJ Bell Youinvest Reduces and Simplifies Charges for Customers
The bands for the annual platform charge on funds are being simplified and lowered as per the table below, meaning no platform charge will be levied on fund holdings above £500,000.
05/26/2022
Guest Post: The importance of ‘utility’ within distribution to meet investor needs
To achieve success, fund managers must understand the importance of ‘utility’ in investors’ decision-making.
05/25/2022
UK now third most attractive clean energy investment market
Several policy decisions and major moves in the private sector contributed to the UK’s increase in attractiveness, the report states.
05/25/2022
Advent International raises $25bn for latest buyout fund
It is one of the largest private equity funds ever raised.
05/25/2022
LPA Announces its US expansion plan
LPA expanded rapidly following its investment by New York and London based Motive Partners in 2018 a leading specialist private equity firm focused on financial technology.
05/25/2022
Number of Guernsey-domiciled funds highest in a decade
There is also an increase in value, with the net asset value (NAV) of funds rising by £6 billion (2%) over the quarter, leading to a £45.9 billion improvement over 12 months.
05/25/2022
Why Numen Capital’s CIO is shorting German bunds
Russia’s invasion of Ukraine has made Citywire AA-rated Filippo Lanza convinced that German govvies are overvalued.
05/25/2022
Morningstar: European equity funds return to positive territory in April
€1.3bn into equity funds
05/24/2022
Conservative investing stands the test of time
Conservative investing (also termed defensive or low-risk investing) is all about winning by losing less.
05/23/2022
Allica set for profitability this year after loan book swells to £560m
Growth at the firm has been supercharged by a £110m November funding round led by Atalaya Capital Management, with bosses now eyeing up another growth push this year.
05/23/2022
Fund managers double down on defensive positions as inflation soars
The surge in cash allocation comes after a tumultuous period which has seen tech titans and growth stocks shed value.
05/23/2022
Tavistock acquires asset allocation research firm for £3mn
Half the purchase price will be paid on completion and the remaining £1.5mn paid on November 30 this year.
05/23/2022
Capital Group’s €8bn European bank sell-off was driven by single fund manager
Nick Grace sold large stakes in lenders after Russia invaded Ukraine
05/23/2022
Global markets bounce back
Persistent rising inflation, higher interest rates, war and now recession fears; it’s no wonder that sentiment has been very weak.
05/20/2022
Views from the Floor
Has recent volatility forced markets from hedging mode to liquidation mode?; the unusual 5-week selloff of both Treasuries and the S&P 500; and the trials of being a central banker in a time of stagflation.