Investment Week www.investmentweek.co.uk FundCalibre's Schooling Latter: The shifting sentiment in Europe <img alt="FundCalibre&#39;s Schooling Latter: The shifting sentiment in Europe " src="https://www.investmentweek.co.uk/api/v1/wps/cf2bf20/91ddaa95-93e6-436c-819a-f79eb393c454/19/Juliet-Schooling-backround-185x114.jpg" /> <p><!--summary start--> This month’s Investment Association statistics reflected some familiar themes: the popularity of the US, the unpopularity of the UK and a general shrug towards Asia. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/cf2bf20/91ddaa95-93e6-436c-819a-f79eb393c454/19/Juliet-Schooling-backround-185x114.jpg https://www.investmentweek.co.uk/opinion/4189330/fundcalibres-schooling-shifting-sentiment-europe https://www.investmentweek.co.uk/opinion/4189330/fundcalibres-schooling-shifting-sentiment-europe https://www.investmentweek.co.uk/opinion/4189330/fundcalibres-schooling-shifting-sentiment-europe Wed, 27 Mar 2024 11:15:59 +0000 Global growth expectations hit two-year high as managers diverge on potential AI bubble <img alt="Global growth expectations hit two-year high as managers diverge on potential AI bubble" src="https://www.investmentweek.co.uk/api/v1/wps/987fb06/e477f8a3-dcd7-4f65-8dca-33b63d169dae/13/Growth-Markets-185x114.jpg" /> <p><!--summary start--> Fund manager expectations for global growth have reached their highest level since January 2022, and have been “front-run by higher stock prices”, according to Bank of America. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/987fb06/e477f8a3-dcd7-4f65-8dca-33b63d169dae/13/Growth-Markets-185x114.jpg https://www.investmentweek.co.uk/news/4187185/global-growth-expectations-hit-managers-diverge-potential-ai-bubble https://www.investmentweek.co.uk/news/4187185/global-growth-expectations-hit-managers-diverge-potential-ai-bubble https://www.investmentweek.co.uk/news/4187185/global-growth-expectations-hit-managers-diverge-potential-ai-bubble Tue, 19 Mar 2024 15:11:38 +0000 Lansdowne Partners renames CRUX Special Situations fund <img alt="Lansdowne Partners renames CRUX Special Situations fund" src="https://www.investmentweek.co.uk/api/v1/wps/11d6c95/bd96971a-10bc-476c-a254-28d272e34af3/21/europe-185x114.jpg" /> <p><!--summary start--> Lansdowne Partners has renamed the £431m TM CRUX European Special Situations fund to TM Lansdowne European Special Situations fund. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/11d6c95/bd96971a-10bc-476c-a254-28d272e34af3/21/europe-185x114.jpg https://www.investmentweek.co.uk/news/4186997/lansdowne-partners-renames-crux-special-situations-fund https://www.investmentweek.co.uk/news/4186997/lansdowne-partners-renames-crux-special-situations-fund https://www.investmentweek.co.uk/news/4186997/lansdowne-partners-renames-crux-special-situations-fund Tue, 19 Mar 2024 11:37:12 +0000 Deep Dive: Discounts are 'attractive' entry points but context is paramount <img alt="Deep Dive: Discounts are &#39;attractive&#39; entry points but context is paramount" src="https://www.investmentweek.co.uk/api/v1/wps/99262ef/cb8e12fb-32fe-421e-ab18-2940c5e8319e/12/Up-and-down-mixed-financial-performance-iStock-1617841736-185x114.jpg" /> <p><!--summary start--> In 2023, investment trusts traded at near record discounts – some of which continued into 2024 – providing “attractive” buying options for several managers and investors. But not all discounts, for either companies or trusts, should be considered investment opportunities. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/99262ef/cb8e12fb-32fe-421e-ab18-2940c5e8319e/12/Up-and-down-mixed-financial-performance-iStock-1617841736-185x114.jpg https://www.investmentweek.co.uk/analysis/4185577/deep-dive-discounts-attractive-entry-context-paramount https://www.investmentweek.co.uk/analysis/4185577/deep-dive-discounts-attractive-entry-context-paramount https://www.investmentweek.co.uk/analysis/4185577/deep-dive-discounts-attractive-entry-context-paramount Fri, 15 Mar 2024 12:31:24 +0000 Less than a fifth of European active equity funds beat passive peers over a decade <img alt="Less than a fifth of European active equity funds beat passive peers over a decade" src="https://www.investmentweek.co.uk/api/v1/wps/ef70fdb/77ced73e-b1d9-420a-979e-6036b3470c4e/12/active-passive-invest-185x114.jpg" /> <p><!--summary start--> Just 17% of European active equity funds have managed to beat their average passive peer over the last decade, research by Morningstar has found. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ef70fdb/77ced73e-b1d9-420a-979e-6036b3470c4e/12/active-passive-invest-185x114.jpg https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade https://www.investmentweek.co.uk/news/4185483/fifth-european-active-equity-funds-beat-passive-peers-decade Thu, 14 Mar 2024 15:01:39 +0000 Equity fund flows hit three-year high at £2.6bn in February <img alt="Equity fund flows hit three-year high at £2.6bn in February" src="https://www.investmentweek.co.uk/api/v1/wps/215a7db/8deeb921-e3e7-4e97-a264-da827ce87c12/25/fund-flows-185x114.jpg" /> <p><!--summary start--> UK investors piled into equity funds at the fastest rate in almost three years, adding more than £2.6bn to their holdings in February. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/215a7db/8deeb921-e3e7-4e97-a264-da827ce87c12/25/fund-flows-185x114.jpg https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february https://www.investmentweek.co.uk/news/4181383/equity-fund-flows-hit-gbp-6bn-february Tue, 5 Mar 2024 11:34:21 +0000 Equity funds gather highest inflows in three years as investor confidence returns <img alt="Equity funds gather highest inflows in three years as investor confidence returns " src="https://www.investmentweek.co.uk/api/v1/wps/fc7ea9d/b58a0959-381f-4a1b-a071-0340b2f26d77/34/stock-market-185x114.jpg" /> <p><!--summary start--> Inflows into equity funds surged to the highest level in three years last month, according to Calastone’s Fund Flow index. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/fc7ea9d/b58a0959-381f-4a1b-a071-0340b2f26d77/34/stock-market-185x114.jpg https://www.investmentweek.co.uk/news/4171225/equity-funds-gather-inflows-investor-confidence-returns https://www.investmentweek.co.uk/news/4171225/equity-funds-gather-inflows-investor-confidence-returns https://www.investmentweek.co.uk/news/4171225/equity-funds-gather-inflows-investor-confidence-returns Wed, 7 Feb 2024 11:42:59 +0000 Timing of ECB rate cuts in doubt as core eurozone inflation measure disappoints <img alt="Timing of ECB rate cuts in doubt as core eurozone inflation measure disappoints" src="https://www.investmentweek.co.uk/api/v1/wps/a5c6269/29895fc5-9de1-4f37-ad7b-2359f8c26dfe/8/ec-green-185x114.jpg" /> <p><!--summary start--> Eurozone inflation edged closer to the European Central Bank’s 2% target in January, but underlying price pressures fell by less than forecast. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/a5c6269/29895fc5-9de1-4f37-ad7b-2359f8c26dfe/8/ec-green-185x114.jpg https://www.investmentweek.co.uk/news/4169554/timing-ecb-rate-cuts-doubt-core-eurozone-inflation-measure-disappoints https://www.investmentweek.co.uk/news/4169554/timing-ecb-rate-cuts-doubt-core-eurozone-inflation-measure-disappoints https://www.investmentweek.co.uk/news/4169554/timing-ecb-rate-cuts-doubt-core-eurozone-inflation-measure-disappoints Thu, 1 Feb 2024 15:11:23 +0000 European dividend payouts forecast to rise by 6.5% in 2024 <img alt="European dividend payouts forecast to rise by 6.5% in 2024" src="https://www.investmentweek.co.uk/api/v1/wps/12e7de9/3022d746-12a3-4356-920a-2b9c4f857ebe/11/FTI-etf-dividends-580-358px-185x114.jpg" /> <p><!--summary start--> Dividend payouts for the MSCI Europe are forecast to hit €433bn in 2024, a 6.5% increase from 2023, according to a study by Allianz Global Investors. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/12e7de9/3022d746-12a3-4356-920a-2b9c4f857ebe/11/FTI-etf-dividends-580-358px-185x114.jpg https://www.investmentweek.co.uk/news/4164247/european-dividend-payouts-forecast-rise-2024 https://www.investmentweek.co.uk/news/4164247/european-dividend-payouts-forecast-rise-2024 https://www.investmentweek.co.uk/news/4164247/european-dividend-payouts-forecast-rise-2024 Tue, 16 Jan 2024 11:45:26 +0000 Retail investors return to markets in November but UK remains unloved <img alt="Retail investors return to markets in November but UK remains unloved" src="https://www.investmentweek.co.uk/api/v1/wps/81d9770/4453a192-077e-4730-99ba-facb76a6e320/8/fund-flows-192-158-185x114.jpg" /> <p><!--summary start--> Retail investors in the UK flocked back to markets in November 2023, reversing the flight to safety witnessed in the previous months. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/81d9770/4453a192-077e-4730-99ba-facb76a6e320/8/fund-flows-192-158-185x114.jpg https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved Thu, 11 Jan 2024 11:50:15 +0000 TSMC and Infosys most frequent top ten holdings across JP Morgan AM trust stable <img alt="TSMC and Infosys most frequent top ten holdings across JP Morgan AM trust stable" src="https://www.investmentweek.co.uk/api/v1/wps/9cfad41/60dbfba8-66a5-457b-9ea1-3882d10f3af1/11/europe-asia-185x114.jpg" /> <p><!--summary start--> Taiwan Semiconductor Manufacturing Company and Infosys Technologies feature most frequently across the top ten holdings of JP Morgan Asset Management’s range of investment trusts, appearing in more than a fifth of the firm’s closed-ended vehicles. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9cfad41/60dbfba8-66a5-457b-9ea1-3882d10f3af1/11/europe-asia-185x114.jpg https://www.investmentweek.co.uk/news/4162246/tsmc-infosys-most-frequent-holdings-jp-morgan-trust-stable https://www.investmentweek.co.uk/news/4162246/tsmc-infosys-most-frequent-holdings-jp-morgan-trust-stable https://www.investmentweek.co.uk/news/4162246/tsmc-infosys-most-frequent-holdings-jp-morgan-trust-stable Wed, 10 Jan 2024 14:19:45 +0000 Eurozone inflation rises to 2.9% <img alt="Eurozone inflation rises to 2.9%" src="https://www.investmentweek.co.uk/api/v1/wps/753f00e/8fc25740-9a4c-48a0-b52b-7876d9b101e9/15/euro-185x114.jpg" /> <p><!--summary start--> Eurozone inflation rose to 2.9% in December, reversing a six-month trend of decline, up from a two-year low of 2.4%. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/753f00e/8fc25740-9a4c-48a0-b52b-7876d9b101e9/15/euro-185x114.jpg https://www.investmentweek.co.uk/news/4160956/eurozone-inflation-rises https://www.investmentweek.co.uk/news/4160956/eurozone-inflation-rises https://www.investmentweek.co.uk/news/4160956/eurozone-inflation-rises Fri, 5 Jan 2024 13:09:21 +0000 Friday Briefing: 2023 or 2022, again? <img alt="Friday Briefing: 2023 or 2022, again?" src="https://www.investmentweek.co.uk/api/v1/wps/5ba539c/4bb07f01-82ed-471d-b5e4-b896a9aa60a1/16/Eve-Maddock-Jones-107-Edit-185x114.jpg" /> <p><!--summary start--> 2023 felt much like an echo of 2022, with continuing drama from several repeat customers (Home REIT and Woodford, to name a couple) and some of the same issues (property fund liquidity issues, fixed income and UK despondency), but there was also a cohort of new headline grabbers (NewGAMe and UK listings). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5ba539c/4bb07f01-82ed-471d-b5e4-b896a9aa60a1/16/Eve-Maddock-Jones-107-Edit-185x114.jpg https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 Tue, 2 Jan 2024 10:33:45 +0000 UK mixed asset funds suffer 'unusually large' outflows in November <img alt="UK mixed asset funds suffer &#39;unusually large&#39; outflows in November" src="https://www.investmentweek.co.uk/api/v1/wps/830f445/43be7917-c4fc-4da5-81f5-4573b0876d45/12/global-funds-185x114.jpg" /> <p><!--summary start--> Mixed asset funds suffered the largest outflows of any asset class in the month of November, at £2.9bn, according to LSEG Lipper’s UK Fund Flows report. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/830f445/43be7917-c4fc-4da5-81f5-4573b0876d45/12/global-funds-185x114.jpg https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november Wed, 20 Dec 2023 11:38:06 +0000 Investment Company of the Year Awards Winners Interview - Alliance Trust <img alt="Investment Company of the Year Awards Winners Interview - Alliance Trust" src="https://www.investmentweek.co.uk/api/v1/wps/6616e7d/05cc7507-009b-47e0-b323-f5c8e57042b8/3/ICYA-Winner-social-graphic-edited-version-1-185x114.jpeg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/6616e7d/05cc7507-009b-47e0-b323-f5c8e57042b8/3/ICYA-Winner-social-graphic-edited-version-1-185x114.jpeg https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust Mon, 18 Dec 2023 09:54:04 +0000 European Central Bank holds interest rates steady at 4% <img alt="European Central Bank holds interest rates steady at 4%" src="https://www.investmentweek.co.uk/api/v1/wps/473751d/4eccbb5d-8ebe-4103-abe8-732b603b192f/28/ECB-185x114.jpg" /> <p><!--summary start--> The European Central Bank has said it will keep interest rates unchanged, the second hold since it began its unprecedented streak of consecutive hikes in July 2022. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/473751d/4eccbb5d-8ebe-4103-abe8-732b603b192f/28/ECB-185x114.jpg https://www.investmentweek.co.uk/news/4156781/european-central-bank-holds-interest-rates-steady https://www.investmentweek.co.uk/news/4156781/european-central-bank-holds-interest-rates-steady https://www.investmentweek.co.uk/news/4156781/european-central-bank-holds-interest-rates-steady Thu, 14 Dec 2023 13:29:39 +0000 Equity funds gather £449m inflows after six months of net selling <img alt="Equity funds gather £449m inflows after six months of net selling" src="https://www.investmentweek.co.uk/api/v1/wps/fc91d9c/4493b356-9439-4be6-97a3-f5bc25e896fd/6/fund-flows-185x114.jpg" /> <p><!--summary start--> A strong recovery in global markets has temped UK investors back into equity funds, which attracted £449m in November 2023, according to Calastone’s Fund Flow index (FFI). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/fc91d9c/4493b356-9439-4be6-97a3-f5bc25e896fd/6/fund-flows-185x114.jpg https://www.investmentweek.co.uk/news/4153533/equity-funds-gather-gbp449m-inflows-months-net-selling https://www.investmentweek.co.uk/news/4153533/equity-funds-gather-gbp449m-inflows-months-net-selling https://www.investmentweek.co.uk/news/4153533/equity-funds-gather-gbp449m-inflows-months-net-selling Wed, 6 Dec 2023 08:57:23 +0000 European mutual funds suffer €19bn outflows in October <img alt="European mutual funds suffer €19bn outflows in October" src="https://www.investmentweek.co.uk/api/v1/wps/d9514ed/326419d4-2d49-42d4-bce2-d3ddf4a7399d/12/europe-185x114.jpg" /> <p><!--summary start--> Mutual funds in Europe suffered outflows of €19bn over the month of October, according to LSEG Lipper’s European Fund Flow report. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/d9514ed/326419d4-2d49-42d4-bce2-d3ddf4a7399d/12/europe-185x114.jpg https://www.investmentweek.co.uk/news/4150704/european-mutual-funds-suffer-eur19bn-outflows-october https://www.investmentweek.co.uk/news/4150704/european-mutual-funds-suffer-eur19bn-outflows-october https://www.investmentweek.co.uk/news/4150704/european-mutual-funds-suffer-eur19bn-outflows-october Mon, 27 Nov 2023 15:00:35 +0000 ECB warns high rates are pushing economy towards fragility <img alt="ECB warns high rates are pushing economy towards fragility" src="https://www.investmentweek.co.uk/api/v1/wps/5fd33f2/6c81e3c3-82b8-4a5c-8b29-bad92db152de/13/frankfurt-ecb-185x114.jpg" /> <p><!--summary start--> The European economy “remains fragile” as the continent’s banks face default rates and payment arrears are showing “early signs of stress”, the European Central Bank has warned. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5fd33f2/6c81e3c3-82b8-4a5c-8b29-bad92db152de/13/frankfurt-ecb-185x114.jpg https://www.investmentweek.co.uk/news/4149210/ecb-warns-rates-pushing-economy-fragility https://www.investmentweek.co.uk/news/4149210/ecb-warns-rates-pushing-economy-fragility https://www.investmentweek.co.uk/news/4149210/ecb-warns-rates-pushing-economy-fragility Wed, 22 Nov 2023 11:15:46 +0000 ECB supports creation of global standards for AT1 bonds after Credit Suisse wipe-out - reports <img alt="ECB supports creation of global standards for AT1 bonds after Credit Suisse wipe-out - reports" src="https://www.investmentweek.co.uk/api/v1/wps/e89a90c/fb75dbb6-a0b4-4717-a6c2-0c1e383a42e6/17/european-central-bank-new-2018-3-185x114.jpg" /> <p><!--summary start--> The European Central Bank’s chief supervisor has expressed support for the creation of global standards for the convertible bonds that were wiped out as part of Credit Suisse’s rescue by UBS. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/e89a90c/fb75dbb6-a0b4-4717-a6c2-0c1e383a42e6/17/european-central-bank-new-2018-3-185x114.jpg https://www.investmentweek.co.uk/news/4147931/ecb-supports-creation-global-standards-at1-bonds-credit-suisse-wipe-reports https://www.investmentweek.co.uk/news/4147931/ecb-supports-creation-global-standards-at1-bonds-credit-suisse-wipe-reports https://www.investmentweek.co.uk/news/4147931/ecb-supports-creation-global-standards-at1-bonds-credit-suisse-wipe-reports Fri, 17 Nov 2023 12:27:23 +0000 Fixed income surges in popularity among asset allocators <img alt="Fixed income surges in popularity among asset allocators" src="https://www.investmentweek.co.uk/api/v1/wps/0f71400/3f4f16e9-0124-43c9-9d9e-577d930b9d02/14/Fixed-income-185x114.jpg" /> <p><!--summary start--> Bonds are back in the eyes of fund allocators, as the sector received renewed popularity in the latest Gatekeeper Pulse study from PGIM Investments, Investment Week can reveal. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/0f71400/3f4f16e9-0124-43c9-9d9e-577d930b9d02/14/Fixed-income-185x114.jpg https://www.investmentweek.co.uk/news/4138753/fixed-income-surges-popularity-asset-allocators https://www.investmentweek.co.uk/news/4138753/fixed-income-surges-popularity-asset-allocators https://www.investmentweek.co.uk/news/4138753/fixed-income-surges-popularity-asset-allocators Thu, 26 Oct 2023 07:41:59 +0000 abrdn to sell European private equity business for £100m <img alt="abrdn to sell European private equity business for £100m" src="https://www.investmentweek.co.uk/api/v1/wps/8227e9c/d76e28fc-b274-49d5-bfd1-9a9746a841e7/12/BIRD-Stephen-Aberdeen-Standard-Inv-2020-roi-1-185x114.jpg" /> <p><!--summary start--> abrdn has agreed to sell its European-headquartered private equity business, which holds £7.5bn in assets, to Patria Investments in a £100m deal. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/8227e9c/d76e28fc-b274-49d5-bfd1-9a9746a841e7/12/BIRD-Stephen-Aberdeen-Standard-Inv-2020-roi-1-185x114.jpg https://www.investmentweek.co.uk/news/4134704/abrdn-sell-european-private-equity-business-gbp100m https://www.investmentweek.co.uk/news/4134704/abrdn-sell-european-private-equity-business-gbp100m https://www.investmentweek.co.uk/news/4134704/abrdn-sell-european-private-equity-business-gbp100m Mon, 16 Oct 2023 10:52:40 +0000 European Opportunities proposes performance-related tender offer <img alt="European Opportunities proposes performance-related tender offer" src="https://www.investmentweek.co.uk/api/v1/wps/e447ce9/e4d8b35b-3056-48a9-9a48-bfd71692ec41/15/western-europe-185x114.jpg" /> <p><!--summary start--> The European Opportunities (EOT) trust has proposed holding a tender offer for 25% of its shares if it underperforms its benchmark over the next three years. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/e447ce9/e4d8b35b-3056-48a9-9a48-bfd71692ec41/15/western-europe-185x114.jpg https://www.investmentweek.co.uk/news/4134149/european-opportunities-proposes-performance-related-tender-offer https://www.investmentweek.co.uk/news/4134149/european-opportunities-proposes-performance-related-tender-offer https://www.investmentweek.co.uk/news/4134149/european-opportunities-proposes-performance-related-tender-offer Fri, 13 Oct 2023 12:20:36 +0000 Morningstar: Over 60% of active bond managers outperform passive rivals <img alt="Morningstar: Over 60% of active bond managers outperform passive rivals" src="https://www.investmentweek.co.uk/api/v1/wps/425dc0a/45ef74e7-7698-4b9c-a314-9e039ecfd002/13/Financial-performance-increase-iStock-1295520604-185x114.jpg" /> <p><!--summary start--> Active bond managers have mostly outperformed passive alternatives in the year to June 2023, according to Morningstar analysis. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/425dc0a/45ef74e7-7698-4b9c-a314-9e039ecfd002/13/Financial-performance-increase-iStock-1295520604-185x114.jpg https://www.investmentweek.co.uk/news/4133476/morningstar-active-bond-managers-outperform-passive-rivals https://www.investmentweek.co.uk/news/4133476/morningstar-active-bond-managers-outperform-passive-rivals https://www.investmentweek.co.uk/news/4133476/morningstar-active-bond-managers-outperform-passive-rivals Wed, 11 Oct 2023 13:43:10 +0000 The importance of the Capital Markets Union <img alt="The importance of the Capital Markets Union" src="https://www.investmentweek.co.uk/api/v1/wps/49f5047/89210f20-f329-4449-9568-8fa2284c5f9e/9/NORTHEY-Karen-185x114.jpg" /> <p><!--summary start--> Last month, the finance ministers of France and Germany, Bruno Le Maire and Christian Lindner published a rare joint opinion piece calling to increase the pace and ambition of the EU Capital Markets Union project, including improving the mobilisation of private investment to accelerate the green and digital transitions of the EU economy. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/49f5047/89210f20-f329-4449-9568-8fa2284c5f9e/9/NORTHEY-Karen-185x114.jpg https://www.investmentweek.co.uk/opinion/4131130/importance-capital-markets-union https://www.investmentweek.co.uk/opinion/4131130/importance-capital-markets-union https://www.investmentweek.co.uk/opinion/4131130/importance-capital-markets-union Tue, 3 Oct 2023 10:34:37 +0000 BlackRock adds Alexandra Dangoor to Greater Europe trust management <img alt="BlackRock adds Alexandra Dangoor to Greater Europe trust management" src="https://www.investmentweek.co.uk/api/v1/wps/108a62d/326419d4-2d49-42d4-bce2-d3ddf4a7399d/9/europe-185x114.jpg" /> <p><!--summary start--> The BlackRock Greater Europe trust has added Alexandra Dangoor to the portfolio management team, joining lead manager Stefan Gries, effective from close of business 29 September. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/108a62d/326419d4-2d49-42d4-bce2-d3ddf4a7399d/9/europe-185x114.jpg https://www.investmentweek.co.uk/news/4129786/blackrock-adds-alexandra-dangoor-europe-trust-management https://www.investmentweek.co.uk/news/4129786/blackrock-adds-alexandra-dangoor-europe-trust-management https://www.investmentweek.co.uk/news/4129786/blackrock-adds-alexandra-dangoor-europe-trust-management Thu, 28 Sep 2023 10:24:35 +0000 Europe's own retail stock frenzy? Now that's really dumb! <img alt="Europe&#39;s own retail stock frenzy? Now that&#39;s really dumb! " src="https://www.investmentweek.co.uk/api/v1/wps/ba84ec7/b6cfdf67-8a89-4b15-9bce-6bf312dbb2da/13/FOCAS-Tim-2022-185x114.jpeg" /> <p><!--summary start--> As cinema-goers flock to see Hollywood’s take on the GameStop saga, the infamous Reddit stock frenzy that led to a bunch of retail-trading Davids toppling hedge fund Goliaths, what are the chances of Europe witnessing a similar market event? <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ba84ec7/b6cfdf67-8a89-4b15-9bce-6bf312dbb2da/13/FOCAS-Tim-2022-185x114.jpeg https://www.investmentweek.co.uk/opinion/4126693/europes-retail-stock-frenzy-thats-dumb https://www.investmentweek.co.uk/opinion/4126693/europes-retail-stock-frenzy-thats-dumb https://www.investmentweek.co.uk/opinion/4126693/europes-retail-stock-frenzy-thats-dumb Wed, 20 Sep 2023 11:40:42 +0000 ECB approaches end of hiking cycle with 25bps rise <img alt="ECB approaches end of hiking cycle with 25bps rise" src="https://www.investmentweek.co.uk/api/v1/wps/d998368/4eccbb5d-8ebe-4103-abe8-732b603b192f/18/ECB-185x114.jpg" /> <p><!--summary start--> The European Central Bank has voted to raise interest rates by 25bps to 4% in what may be its final hike of the cycle, after inflation forecasts for the region have continued to rise. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/d998368/4eccbb5d-8ebe-4103-abe8-732b603b192f/18/ECB-185x114.jpg https://www.investmentweek.co.uk/news/4125495/ecb-approaches-end-hiking-cycle-25bps-rise https://www.investmentweek.co.uk/news/4125495/ecb-approaches-end-hiking-cycle-25bps-rise https://www.investmentweek.co.uk/news/4125495/ecb-approaches-end-hiking-cycle-25bps-rise Thu, 14 Sep 2023 13:02:45 +0000 Markets split on ECB meeting outcome after forward guidance abandoned <img alt="Markets split on ECB meeting outcome after forward guidance abandoned" src="https://www.investmentweek.co.uk/api/v1/wps/6204ad3/7cc53d2c-03e8-4bee-81f3-79e7eb4a6512/37/iStock-497490884-185x114.jpg" /> <p><!--summary start--> Markets are split on the outcome of the European Central Bank interest rate decision tomorrow (14 September), with a lack of forward guidance to indicate how the central bank will move. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/6204ad3/7cc53d2c-03e8-4bee-81f3-79e7eb4a6512/37/iStock-497490884-185x114.jpg https://www.investmentweek.co.uk/news-analysis/4125203/markets-split-ecb-meeting-outcome-forward-guidance-abandoned https://www.investmentweek.co.uk/news-analysis/4125203/markets-split-ecb-meeting-outcome-forward-guidance-abandoned https://www.investmentweek.co.uk/news-analysis/4125203/markets-split-ecb-meeting-outcome-forward-guidance-abandoned Wed, 13 Sep 2023 14:20:53 +0000 Six long-term trends set to drive tech stock growth <img alt="Six long-term trends set to drive tech stock growth" src="https://www.investmentweek.co.uk/api/v1/wps/ba8bf17/71f6c65f-f125-4f04-9aee-e5dbd3d37a30/6/GLEESON-Jeremy-AXA-Framlington-2018-185x114.jpg" /> <p><!--summary start--> Macro-economic and geopolitical events should continue to be the main drivers of sentiment within investment markets, but we expect that some of these pressures might begin to abate as the current interest rate cycle appears to be closer to a peak. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ba8bf17/71f6c65f-f125-4f04-9aee-e5dbd3d37a30/6/GLEESON-Jeremy-AXA-Framlington-2018-185x114.jpg https://www.investmentweek.co.uk/opinion/4124341/long-term-trends-set-drive-tech-stock-growth https://www.investmentweek.co.uk/opinion/4124341/long-term-trends-set-drive-tech-stock-growth https://www.investmentweek.co.uk/opinion/4124341/long-term-trends-set-drive-tech-stock-growth Wed, 13 Sep 2023 09:01:12 +0000 BofA: European recession fears decline among managers despite growth pessimism <img alt="BofA: European recession fears decline among managers despite growth pessimism" src="https://www.investmentweek.co.uk/api/v1/wps/c34ca28/bd96971a-10bc-476c-a254-28d272e34af3/9/europe-185x114.jpg" /> <p><!--summary start--> Fears of a recession in Europe were markedly lower among fund managers in September, but more expect a further slowdown in the region, according to a survey by Bank of America. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c34ca28/bd96971a-10bc-476c-a254-28d272e34af3/9/europe-185x114.jpg https://www.investmentweek.co.uk/news/4124951/bofa-european-recession-fears-decline-managers-despite-growth-pessimism https://www.investmentweek.co.uk/news/4124951/bofa-european-recession-fears-decline-managers-despite-growth-pessimism https://www.investmentweek.co.uk/news/4124951/bofa-european-recession-fears-decline-managers-despite-growth-pessimism Wed, 13 Sep 2023 07:29:08 +0000 BNY Mellon IM launches Article 8 long-term European equity fund <img alt="BNY Mellon IM launches Article 8 long-term European equity fund" src="https://www.investmentweek.co.uk/api/v1/wps/239fc8c/b9f40fee-5f77-496e-a11c-ca530f3d69e2/12/Sasha-Evers-BNY-Mellon-IM-roi-1-185x114.jpg" /> <p><!--summary start--> BNY Mellon Investment Management has today (5 September) unveiled the BNY Mellon Long-Term European Equity fund. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/239fc8c/b9f40fee-5f77-496e-a11c-ca530f3d69e2/12/Sasha-Evers-BNY-Mellon-IM-roi-1-185x114.jpg https://www.investmentweek.co.uk/news/4124045/bny-mellon-im-launches-article-long-term-european-equity-fund https://www.investmentweek.co.uk/news/4124045/bny-mellon-im-launches-article-long-term-european-equity-fund https://www.investmentweek.co.uk/news/4124045/bny-mellon-im-launches-article-long-term-european-equity-fund Tue, 5 Sep 2023 10:26:46 +0000 BofA: European recessionary fears remain as managers bet against global downturn <img alt="BofA: European recessionary fears remain as managers bet against global downturn" src="https://www.investmentweek.co.uk/api/v1/wps/c56a816/bd96971a-10bc-476c-a254-28d272e34af3/18/europe-185x114.jpg" /> <p><!--summary start--> European managers remain pessimistic on the continent's chances of avoiding a recession, in stark contrast to their belief a global downturn will be avoided. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c56a816/bd96971a-10bc-476c-a254-28d272e34af3/18/europe-185x114.jpg https://www.investmentweek.co.uk/news/4122323/bofa-european-recessionary-fears-remain-managers-bet-global-downturn https://www.investmentweek.co.uk/news/4122323/bofa-european-recessionary-fears-remain-managers-bet-global-downturn https://www.investmentweek.co.uk/news/4122323/bofa-european-recessionary-fears-remain-managers-bet-global-downturn Wed, 16 Aug 2023 11:10:08 +0000 GlobalData: Europe risk score eases for investors in the first quarter of 2023 <img alt="GlobalData: Europe risk score eases for investors in the first quarter of 2023" src="https://www.investmentweek.co.uk/api/v1/wps/227a603/12b200e3-ea39-4ef8-bdf8-df9b9610ef21/9/europe-185x114.jpg" /> <p><!--summary start--> Europe’s risk as a home for investor capital eased in the first quarter of 2023, driven by several positive changes to economic indicators, according to GlobalData analysis. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/227a603/12b200e3-ea39-4ef8-bdf8-df9b9610ef21/9/europe-185x114.jpg https://www.investmentweek.co.uk/news/4121812/globaldata-europe-risk-score-eases-investors-quarter-2023 https://www.investmentweek.co.uk/news/4121812/globaldata-europe-risk-score-eases-investors-quarter-2023 https://www.investmentweek.co.uk/news/4121812/globaldata-europe-risk-score-eases-investors-quarter-2023 Tue, 8 Aug 2023 13:32:37 +0000 Profits dive 66% at abrdn investment arm as funds struggle to outperform <img alt="Profits dive 66% at abrdn investment arm as funds struggle to outperform" src="https://www.investmentweek.co.uk/api/v1/wps/7f52d22/d76e28fc-b274-49d5-bfd1-9a9746a841e7/5/BIRD-Stephen-Aberdeen-Standard-Inv-2020-roi-1-185x114.jpg" /> <p><!--summary start--> Profits across abrdn’s investment arm have fallen 66% over the first half of 2023 while heavy redemptions continue to weigh on assets under management. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/7f52d22/d76e28fc-b274-49d5-bfd1-9a9746a841e7/5/BIRD-Stephen-Aberdeen-Standard-Inv-2020-roi-1-185x114.jpg https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform Tue, 8 Aug 2023 07:50:11 +0000 Calastone: UK investors shun stocks despite global rally <img alt="Calastone: UK investors shun stocks despite global rally" src="https://www.investmentweek.co.uk/api/v1/wps/c0a66ff/bd5ec419-b797-4845-a491-d3145ba70c8e/34/uk-equities-fall-drop-2020-185x114.jpg" /> <p><!--summary start--> UK investors have continued to turn their backs on equities despite a global stock market rally, according to Calastone’s latest Fund Flow index. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c0a66ff/bd5ec419-b797-4845-a491-d3145ba70c8e/34/uk-equities-fall-drop-2020-185x114.jpg https://www.investmentweek.co.uk/news/4121517/calastone-uk-investors-shun-stocks-despite-global-rally https://www.investmentweek.co.uk/news/4121517/calastone-uk-investors-shun-stocks-despite-global-rally https://www.investmentweek.co.uk/news/4121517/calastone-uk-investors-shun-stocks-despite-global-rally Thu, 3 Aug 2023 10:31:49 +0000 ECB hikes rates to match record high as inflation set to remain 'too high for too long' <img alt="ECB hikes rates to match record high as inflation set to remain &#39;too high for too long&#39;" src="https://www.investmentweek.co.uk/api/v1/wps/18032b5/7cc53d2c-03e8-4bee-81f3-79e7eb4a6512/11/iStock-497490884-185x114.jpg" /> <p><!--summary start--> The European Central Bank has raised interest rates by 25 basis points, bringing European rates to match the record high of 3.75% set in October 2000. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/18032b5/7cc53d2c-03e8-4bee-81f3-79e7eb4a6512/11/iStock-497490884-185x114.jpg https://www.investmentweek.co.uk/news/4121059/ecb-hikes-rates-match-record-inflation-set-remain-long https://www.investmentweek.co.uk/news/4121059/ecb-hikes-rates-match-record-inflation-set-remain-long https://www.investmentweek.co.uk/news/4121059/ecb-hikes-rates-match-record-inflation-set-remain-long Thu, 27 Jul 2023 12:51:42 +0000 Jupiter AM's CEO and investment chiefs on share price woes, active management and the rebirth of absolute return <img alt="Jupiter AM&#39;s CEO and investment chiefs on share price woes, active management and the rebirth of absolute return" src="https://www.investmentweek.co.uk/api/v1/wps/349db02/05deaec0-9deb-4415-b0f8-4b03ce67b762/142/JupiterTrio05-185x114.jpg" /> <p><!--summary start--> Editor James Baxter-Derrington speaks exclusively with the investment chiefs of Jupiter Asset Management, sitting down with CEO Matthew Beesley, head of equities Kiran Nandra-Koehrer and head of fixed income Matthew Morgan. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/349db02/05deaec0-9deb-4415-b0f8-4b03ce67b762/142/JupiterTrio05-185x114.jpg https://www.investmentweek.co.uk/interview/4120881/jupiter-ams-ceo-investment-chiefs-share-price-woes-active-management-rebirth-absolute-return https://www.investmentweek.co.uk/interview/4120881/jupiter-ams-ceo-investment-chiefs-share-price-woes-active-management-rebirth-absolute-return https://www.investmentweek.co.uk/interview/4120881/jupiter-ams-ceo-investment-chiefs-share-price-woes-active-management-rebirth-absolute-return Wed, 26 Jul 2023 13:00:20 +0000 Strong H1 for global equities despite 'gloomy outlook' <img alt="Strong H1 for global equities despite &#39;gloomy outlook&#39;" src="https://www.investmentweek.co.uk/api/v1/wps/351987f/8811b2d6-313c-4086-8fff-1b6525c01433/3/global-trend-185x114.jpg" /> <p><!--summary start--> After a dismal 2022 for multi-asset portfolios, 2023 has so far seen all GBP allocation categories produce positive returns, according to a new Morningstar report <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/351987f/8811b2d6-313c-4086-8fff-1b6525c01433/3/global-trend-185x114.jpg https://www.investmentweek.co.uk/news/4120626/strong-h1-global-equities-despite-gloomy-outlook https://www.investmentweek.co.uk/news/4120626/strong-h1-global-equities-despite-gloomy-outlook https://www.investmentweek.co.uk/news/4120626/strong-h1-global-equities-despite-gloomy-outlook Fri, 21 Jul 2023 07:24:02 +0000