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Fund management

  • Saturday, 7 December, 2024
    Investment trusts special 2024
    Trust puts ‘multi-manager’ strategy to the test

    Portfolio manager helping to oversee Alliance Witan warns against restrictive nature and risks associated with top-down calls

  • Friday, 6 December, 2024
    Passive Investing
    The ‘year of the stockpicker’ revisited

    You won’t believe how it turned out

  • Friday, 6 December, 2024
    Personal Finance
    Investment trusts special 2024

    What does the future hold for the 150-year-old industry?

  • Friday, 6 December, 2024
    Investment trusts special 2024
    Are ‘hero’ trusts the answer for income-seeking investors?

    Twenty LSE-listed investment trusts have increased their dividends for at least 20 years in a row.

    Folder with a gold star
  • Friday, 6 December, 2024
    Skin in the GameStuart Kirk
    Why portfolio rebalancing isn’t zen

    Neither theory nor practice supports diligently adjusting your exposures

  • Friday, 6 December, 2024
    Exchange traded funds
    Underused Singapore-China ETF link set for revamp in 2025

    Fewer than 10 ETFs have been launched in the three years since scheme was set up

    People gather next to the Merlion statue in front of the Marina Bay Sands resort in Singapore
  • Thursday, 5 December, 2024
    Anti-ESG investing
    New ‘anti-woke’ ETF makes Starbucks its first target

    Azoria Partners launches new fund at Donald Trump’s Florida resort

    People outside a Starbucks store
  • Thursday, 5 December, 2024
    Pensions industry
    Public pension plans and wealth funds to invest more in private markets

    Survey showing demand for private equity and credit comes amid warnings over rapid growth of the sector

    A sign stands in front of California Public Employees’ Retirement System building in Sacramento, California
  • Thursday, 5 December, 2024
    Exchange traded funds
    ETF that amplifies bet on US market leaders highlights concerns

    The iShares S&P 500 Top 20 ETF would serve investors expecting biggest constituents to maintain dominance

    The logos of Meta, Nvidia, Microsoft, Alphabet, Tesla, Apple and Amazon
  • Wednesday, 4 December, 2024
    UK equities
    Investors signal a return to UK equities

    November was the first month for over three years that money came back into British stocks

  • Wednesday, 4 December, 2024
    FT Moral Money Forum
    How to get more impact into investing

    The impact investing market has been growing rapidly. Whether its tools and techniques can be applied more broadly remains to be seen

  • Wednesday, 4 December, 2024
    Investment trusts special 2024
    Activist investor targets HarbourVest investment trust’s 45% discount

    London-based Metage Capital says FTSE 250 trust not delivering value for its shareholders

  • Tuesday, 3 December, 2024
    BlackRock Inc
    BlackRock agrees to buy investment firm HPS in $12bn deal

    Deal is latest move by chief Larry Fink to accelerate group’s expansion into alternative assets

    The BlackRock logo outside of its offices in New York, US, with US flags flying above
  • Tuesday, 3 December, 2024
    LexBlackRock Inc
    BlackRock has bought into private capital boom at a steep cost Premium content

    Deals raise question of how BlackRock’s culture will change with all these Masters of the Universe in the building

    People walk into BlackRock’s headquarters
  • Tuesday, 3 December, 2024
    Simon Edelsten
    Are investment trusts still relevant?

    A year away has taught me a lot about the industry — and I still see opportunities on offer

    Combination image of a laptop screen, a chart line and lines of computer code in the background
  • Tuesday, 3 December, 2024
    Exchange traded funds
    BlackRock launches active short-term money market ETF

    Manager claims to be first to offer strategy in a money market fund-regulated actively managed ETF in Europe

    The bull and bear statue outside Frankfurt Stock Exchange
  • Tuesday, 3 December, 2024
    Hedge funds
    Hedge funds profit from ‘Trump trades’ around US election

    Element Capital and Graham Capital among macro managers that did well out of recent market swings

    A montage of $100 notes and the outside of the New York Stock Exchange
  • Monday, 2 December, 2024
    Exchange traded funds
    Managers rush to file for ‘risk-averse’ crypto ETFs

    If approved, the products will allow investors to limit or protect against losses in return for surrendering some potential gains

    Golden Bitcoin digital currency
  • Monday, 2 December, 2024
    Wealth management
    Former HSBC CFO Ewen Stevenson joins wealth manager Progeny as chair

    Appointment comes as firm seeks overseas growth and business from non-doms quitting UK

    Ewen Stevenson is pictured in an office setting in Hong Kong
  • Friday, 29 November, 2024
    Strive Asset Management expands into anti-ESG direct indexing

    The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity

    Vivek Ramaswamy
  • Thursday, 28 November, 2024
    Investments
    St James’s Place closes £1.8bn property funds and exits market

    Investors ‘increasingly cautious’ about the asset class

    St James’s Place offices in Cirencester, England
  • Thursday, 28 November, 2024
    Cryptocurrencies
    Hong Kong plans crypto tax break for hedge funds and billionaire families

    Chinese territory is competing with Singapore and Switzerland to become top offshore finance hub

    A picture of a man walking beside a cryptocurrency exchange booth in Hong Kong
  • Thursday, 28 November, 2024
    ETF HubDave Baxter
    Tech sector boosts thematic ETFs, but all narratives need scrutiny

    AI has helped turbocharge the performance not only of US megacaps, but also some thematics

    A computer motherboard overlaid with an Nvidia logo
  • Wednesday, 27 November, 2024
    BlackRock Inc
    BlackRock has deal to buy private credit manager HPS

    Transaction for prized lender could cost $12bn and be announced after Thanksgiving holiday

    The BlackRock logo outside its offices in New York City
  • Wednesday, 27 November, 2024
    Pensions industry
    Pensions watchdog in strategic shift following government push for ‘megafunds’

    Regulator to change approach to focus on systemic risk as consolidation increases

    Nausicaa Delfas
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