Talk of a 0% fee for passive investing is an enticing prospect, but as core funds become cheaper so groups are encouraged to over-complicate the satellite.
While investors reach for their hard hats ahead of the EU referendum, they should also prepare for potential bargains – whichever way the vote goes – on 24 June.
The hyperbole is in full swing, with even The Queen backing Brexit according to The Sun. A more erudite view perhaps comes from Rathbones’ five common ‘myths’ around a potential exit from the EU.
Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.
While fund managers across asset classes endorse the value of long-term investing, it is natural to question whether these individuals themselves practice what they preach.
The number of M&A deals completed in 2015 excelled with record returns for acquirers, according to Willis Towers Watson’s Quarterly Deal Performance Monitor (QDPM).
I’ve lost count of the number investors who described themselves as “cautiously optimistic” in 2015, but going into 2016 maybe we should drop the caution entirely (or at least tone it down a bit).
Arguably the biggest name in UK fixed-income investing, M&G’s Richard Woolnough talks bear markets, duration, deflation, outflows and whether bonds really do have a problem with illiquidity
Jersey-based hedge fund BlueCrest Capital Management is to return investors’ money after being hit by outflows and pressures on its profitability through fees, staffing and meeting client needs.
While commentators are quick to praise innovation within the funds space, is there a case to say that the industry is still edging towards conservatism and risk aversion?