investment strategy

May 21, 2018

robo-adviceA review of robo-advice in the UK has identified failings in disclosure and suitability which will require “significant” change to rectify.

May 21, 2018

bond ETF salesBond exchange-traded funds (ETFs) appeared to benefit from equity outflows in April, as volatility stalked markets.

May 21, 2018

Exchange rates boost dividendsExchange rates boosted pay-outs that investors received from European firms in the first quarter (Q1) – though the season was generally skewed by slower growing companies and few distributions.

May 21, 2018

Global Equity Absolute Return FundUS-based Wells Fargo Asset Management has launched an equity absolute return fund.

May 18, 2018

Contingent convertible bondsThe recovery in the European banking sector has prompted WisdomTree to launch an exchange-traded fund (ETF) that invests in hybrid debt securities issued by the region’s banks.

May 18, 2018

Private creditNine out of ten private credit investment managers have found challenges in loan administration and think it must be more robust to meet rising demand, a report said.

May 18, 2018

Challenges_aheadGlobal dividends soared to new heights in 2017 as the world economy returned to normal and confidence returned.

May 18, 2018

Build-to-rent homesM&G Real Estate is to finance 315 build-to-rent homes in Reading, a town in south east England, reflecting increasing interest in the sector by the asset management industry.

May 17, 2018

ForecastingNot one asset class will make a 2% return on investment in the next seven years and many will experience losses, investment manager GMO forecast.

May 17, 2018

Russia_world_cup_ZabivakaFull marks to UBS Global Wealth Management (UBS GWM) for putting its digitally driven prediction powers to a public test.

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