Managers of UK small-cap equity funds fear the full force of recent MiFID II research rule changes have yet to hit the sector, including a further reduction in coverage and a negative impact on research quality.
MiFID II, which came into force in January 2018, requires buy-side firms to pay separately for "substantive", value-added research they receive from brokers, otherwise this would amount to an inducement...
Lowest measure since index launched in 1995
Will be 'core to all great portfolios'
Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...
£34bn of non-sterling assets to be merged
Spent 13 years at Pictet