Portfolio Adviser

Great news! We’ve extended the Beyond Finance Awards nomination deadline to 20th December 2024! ⌛This gives you extra time to recognize and honour the leaders reshaping the future of finance. Don’t miss this chance to showcase excellence. 👉 Submit your nominations today: https://lnkd.in/eEAcFt4b Hurry - 20th December will be here before you know it! Diversity Project - Investment Industry #BeyondFinanceAwards #wealthmanagement #assetmanagers #financeindustry #FinanceLeadership

Using data from FE fundinfo, Portfolio Adviser shines a spotlight on the funds across different sectors that are smaller than £100m in size but have achieved top-quartile returns over the past three years relative to their average peer. This month, Tom Aylott highlights the tiny IA Targeted Absolute Return funds that have outshone the market despite some investor mistrust for the sector https://lnkd.in/da2HeX_V #absolutereturn #fundmanagement #stockmarket #PAmagazine

After a third straight week of distinctly sub-par performance, the BotNAV co-managers seek some tips from their guest – and Back of the Network mini-league high-flier – Kate Townsend of Iboss 🎧 Listen now https://lnkd.in/eB9XmAG8 Episode sponsored by Schroders #netassetvalue #assetmanagement #investmentnews #wealthmanagement

While government debt is on the rise around the globe, UK households seem to be heading in the opposite direction, reports Tom Aylott https://lnkd.in/e2Pqa-uB #PAmagazine #debt #fixedincome #UKgovernment

Have you submitted your nomination for the Beyond Finance Awards? ⏰ Today is your last last chance to nominate! ⏰ The Beyond Finance Awards recognise the industry's trailblazers who are driving positive change through their #philanthropic endeavours and commitment to #diversity and #inclusion. From ground breaking community outreach programs to innovative diversity and inclusion initiatives, these awards celebrate the leaders who are shaping a more equitable and sustainable future for the wealth and asset management industry. Nominate a colleague, peer, or anyone you believe deserves recognition. Shortlists will be published in early 2025, with winners announced in March 2025. ⏳ Nominations close TODAY, 20 December 2024. Don’t miss out! 👉 Nominate here: https://lnkd.in/e6_ndRUc #BeyondFinanceAwards #DiversityAndInclusion #Leadership #Wealthmanagers #assetmanagers #FinanceIndustry

🌟 Who will take home the 'Rising Star Changemaker of the Year' award? 🌟 Do you know someone in the early years of their finance career who has made a meaningful impact on their organization or the industry through their dedication to diversity and inclusion? Nominate them today and give their incredible efforts the recognition they deserve! 👉 https://lnkd.in/e6_ndRUc ⏰ Hurry up! Nominations close today, 20th December. #BeyondFinanceAwards #RisingStarChangemaker #DiversityAndInclusion #FinanceLeaders

This month, Yoram Lustig of T. Rowe Price and J.P. Morgan's John Citron go head to head on the investment prospects for emerging markets. Adam Lewis reports 🔗 Read the full article: https://lnkd.in/ec753ik8 #PAmagazine #investmentnews #emergingmarkets #investments

The US activist plans to replace the boards of seven trusts, in what some call an ‘entirely self-serving’ move #InvestmentTrusts #ShareholderAction #MarketUpdates https://lnkd.in/dBUg9Mh7 Author: Tom Aylott

Industry commentators turn their focus to the possible trajectory for interest rates in 2025 #BankOfEngland #InterestRates #MonetaryPolicy https://lnkd.in/dsgm2xvJ Author: Christian Mayes

AIC CEO Richard Stone says the new framework for CCIs, including investment trusts, ‘misses the mark’ #FCAConsultation #RetailDisclosure #InvestmentTrusts https://lnkd.in/dNZTD3Mp Author: Christian Mayes