Market participants are realising that the flat, low, predictable rates over the past 15 years were an anomaly
But businesses will be tempted to play down sustainability with an incoming president who vows to support fossil fuels
Funds are beginning to target an issue long neglected when compared with sustainability
Many executives believe they are engaged in no less than a fight for survival
Active fund managers often claim the moral high ground, but investors are increasingly choosing passive rivals
Top 10 stocks in the S&P 500 now comprise 37 per cent of index weighting
Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds
Many blame poor information — but campaigners say this is too often used as an excuse for inaction
Demand from investors is in retreat as the popularity of passive funds and fixed income rises — but loyalists are convinced that opportunities remain
Portfolio manager helping to oversee Alliance Witan warns against restrictive nature and risks associated with top-down calls
There is plenty of growth in the private credit market yet, especially for those branching out beyond direct lending
You won’t believe how it turned out
What does the future hold for the 150-year-old industry?
Also in today’s newsletter, corporate DEI faces mounting attacks
Twenty LSE-listed investment trusts have increased their dividends for at least 20 years in a row.
Plus, a new ‘anti-woke’ index fund makes its debut at Mar-a-Lago and the boomtimes ahead for American bank deals
Analysts say heavy discounts offer buying opportunities, but significant risks remain
Neither theory nor practice supports diligently adjusting your exposures
Pullback is abrupt reversal from policies that appeared poised to influence corporate ranks
Azoria Partners launches new fund at Donald Trump’s Florida resort
Private equity group explores potential listing of Norwegian company as early as 2026
Survey showing demand for private equity and credit comes amid warnings over rapid growth of the sector
Deal for $10bn Silver Rock Financial underscores Gulf nation’s ambition to evolve beyond passive investing
London judge found in favour of Spanish bank in dispute over soured property deal
November was the first month for over three years that money came back into British stocks
