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WEB4 days ago · February 2024. This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the …
Capital Group releases OEIC version of New Perspective fund
WEB2 days ago · Capital Group has rolled out an OEIC version of its New Perspective fund. The strategy first launched in 1973 in the US, and was available as a SICAV in 2015. It invests in multinationals that could benefit from long-term global growth. Since the US version launched, it has returned an average 13.7% per year, while the MSCI All Country World ...
Magazines Archive - Portfolio Adviser
WEBJul 17, 2024 · January 2024. For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the …
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WEB5 days ago · Nine in 10 advisers say capital gains tax becoming greater concern. HMRC data shows a 36% increase in people liable for CGT since 2019/20. 5th September 2024. Investment.
Private markets: Wealth managers face high barriers to entry
WEB2 days ago · Because private assets cannot easily be recreated on an index, they also provide a unique opportunity for active fund managers, who in the public market are fighting a battle against passive products. Read the rest of this article in the September issue of Portfolio Adviser magazine. With wealth managers claiming they have lost clients due to a ...
Track to the Future – with BlackRock’s Heather Christie
WEB4 days ago · 18 September 2024. |. Portfolio Adviser. In the latest in our regular series, Portfolio Adviser hears from Heather Christie, head of UK advisor and platform sales at BlackRock (pictured below) Which particular asset classes and strategies do you anticipate your intermediary clients focusing on in 2025?
Funds - Portfolio Adviser
WEBNov 1, 2023 · Artemis SmartGARP®Global Emerging Markets Equity Fund. In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region. 08 May 2024.
PA Europe - News and Analysis for Fund Selectors across Europe
WEBSep 5, 2024 · German funds now holding over €4,300bn in assets. Assets have doubled in the past 10 years. 22 August 2024. MORE INVESTMENTS. PA Europe delivers insights, commentary, analysis and proprietary research to wholesale and institutional fund buyers, asset allocators and portfolio constructors based across continental Europe.
The 15% of US funds that beat the S&P 500 over the past decade
WEB6 days ago · Tom Aylott. The S&P 500’s high returns have been immensely difficult to beat over the past decade – so much so that only 20 active funds outperformed the index. Many managers played their hand at generating a return for investors that was greater than the market through active management, but only 15% of the funds in the IA North America ...
News - Portfolio Adviser
WEBSep 10, 2024 · Portfolio insights: Video interview with Dale Nicholls. Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024. 19 December 2023.
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