Investment
Investment | 12 Jan 18
Strategic bond fund sales break £7bn in 2017
Net retail sales of Sterling Strategic Bond funds neared £1.5bn ($2.02bn, €1.69bn) for the second month in a row in November 2017, taking the total raised by the sector for the year to £7.25bn, according to the Investment Association.
Could Mifid II spark a market downturn?
The rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street, but, that said, it remains unlikely that Mifid II will push markets into a downward spiral.
Investment | 10 Jan 18
Tilney cuts funds in portfolios from 70 to 30
Wealth manager Tilney has “eliminated the low-hanging fruit” and reduced the number of funds it holds in its portfolios from 70 to 30.
Investment | 10 Jan 18
Advisers resist upping passive exposure
Active funds remain advisers’ top product of choice when building portfolios after research found more than half invested less than 20% of client money into passive funds.
Neuberger blasts credit agencies over ESG failings
“Much more needs to be done” by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.