Equities

Fund managers at their 'most bullish' since February as trade war risks fade

Global

Fund managers at their 'most bullish' since February as trade war risks fade

BofA global fund manager survey

clock 17 September 2025 • 1 min read
Nedgroup Investments' Rob Burdett: Value is having a stealth moment

Equities

Nedgroup Investments' Rob Burdett: Value is having a stealth moment

'Quietly outperforming since 2020'

clock 17 September 2025 • 3 min read
Friday Briefing: Equity investors are running scared

Equities

Friday Briefing: Equity investors are running scared

Friday Briefing

clock 15 September 2025 • 2 min read
Global AUM growth to hit $132trn by 2027

Markets

Global AUM growth to hit $132trn by 2027

Organic growth outlook revised down

clock 08 September 2025 • 2 min read
Managers on high alert amid potential French government 'collapse' over deficit plans

Global

Managers on high alert amid potential French government 'collapse' over deficit plans

Confidence vote on 8 September

clock 28 August 2025 • 4 min read
Allspring's Matthias Scheiber: Fundamentals front and centre as tariffs fade from spotlight

Multi-asset

Allspring's Matthias Scheiber: Fundamentals front and centre as tariffs fade from spotlight

Opportunities beyond US

clock 27 August 2025 • 4 min read
Ruffer turns defensive in July amid faltering US exceptionalism

Investment Trusts

Ruffer turns defensive in July amid faltering US exceptionalism

Weaker dollar and lower rates pose risks

clock 12 August 2025 • 2 min read
Success rate of active managers flatlines as stock pickers navigate choppy waters

Managed funds

Success rate of active managers flatlines as stock pickers navigate choppy waters

Equity success flat

clock 05 August 2025 • 2 min read
Dimensional's Kaitlin Hendrix: Counting the cost of index rebalancing

Investment

Dimensional's Kaitlin Hendrix: Counting the cost of index rebalancing

Reconstitutions can hurt returns

clock 18 July 2025 • 4 min read
Multi-asset investors divided over equity outlook seek value in fixed income

Multi-asset

Multi-asset investors divided over equity outlook seek value in fixed income

Opportunities in US TIPS and high yield

clock 11 July 2025 • 3 min read
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