Passives

Nedgroup Investments' Rob Burdett: What recent fund launches tell us about portfolio dynamics

Funds

Nedgroup Investments' Rob Burdett: What recent fund launches tell us about portfolio dynamics

1,578 new funds in 2025

clock 17 February 2026 • 4 min read
MPS allocation review: Risk-on pays off and diversification from US delivers

Investment

MPS allocation review: Risk-on pays off and diversification from US delivers

Timeline 0.09% Tracker - 60 most recommended portfolio

clock 11 February 2026 • 4 min read
HL adds Vanguard Global Small-Cap Index fund to Wealth Shortlist

Funds

HL adds Vanguard Global Small-Cap Index fund to Wealth Shortlist

Small cap resurgence expected

clock 10 February 2026 • 1 min read
Ascot Lloyd IM CIO warns you cannot let fees drive investment decisions as firm prepares for passive launch

Industry

Ascot Lloyd IM CIO warns you cannot let fees drive investment decisions as firm prepares for passive launch

David Morcher recently took over the mantle

clock 15 October 2025 • 4 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
Mattioli Woods' Dean Cheeseman: US is a 'unique challenge' for multi-asset investors

Investment

Mattioli Woods' Dean Cheeseman: US is a 'unique challenge' for multi-asset investors

Concentration efforts 'challenging'

clock 09 September 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
European equities outshine US stocks in H1 as rotation continues

Global

European equities outshine US stocks in H1 as rotation continues

'Sustained rotation' away from US stocks

clock 26 June 2025 • 1 min read
Friday Briefing: Passives will end stock market engagement if we let them

ETFs

Friday Briefing: Passives will end stock market engagement if we let them

Friday Briefing

clock 09 June 2025 • 6 min read
Rathbones: 'Clients do not understand passive fixed income funds'

Funds

Rathbones: 'Clients do not understand passive fixed income funds'

Active funds outperforming but underselling

clock 04 June 2025 • 1 min read
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