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Swings and roundabouts
What a difference a year makes. A year ago £ Corporate bond funds were the most popular funds among retail buyers while property funds were still seeing redemptions.
Bolton wonderings
The fee structure of Anthony Bolton’s upcoming investment trust seems to have sparked some debate.
Splits still tarnished
I am genuinely disappointed that Invesco Perpetual has not been able to muster sufficient demand for its Dual Return split capital trust.
Multi-managers’ broken promise
The rise in use of multi-manager funds by advisers has been well documented but according to a recent report few multi-manager fund managers can demonstrate a long-term track record.
Out of office
I am out of the office this week returning Monday, February 22.
Widening the debate?
Russell Investments today issued a report which it claims widens the debate on active versus passive investments. Although the debate is already broad Russell claims that so far it has focused too narrowly on comparing passive investment to active fund management.
Greece is not the only word
How quickly things can change. Having started the year in a positive mood, data released this week suggests an increase in risk appetite has firmly been put on hold as fresh doubts emerge about the strength of the global recovery.
Going against the grain
Retail investors are a funny breed. At the start of last year the prediction was that it would be a slow year for fund sales because the weak state of the economy would lead to increased risk aversion.
Hungry hippos
During a time when managers and economists flutter between all kinds of shapes, animals and even kitchen utensils to describe the shape of economic activity, it is nice to see one remain consistent.
Finance unlimited
“Techno, techno, techno”. It has to be a hard job for the marketing departments of structured products to make a new launch sound exciting, especially when the new product is called the Capital Guaranteed Growth Plan 4.
CoCo the clown
I hate clowns. The way they look, the connotations with Stephen King’s IT and the fact I simply find them unfunny all key reasons behind this intense dislike. But this dislike is not to be confused with irrational fear, a phobia which is called Coulrophobia.
New year’s resolution?
Before the turn of the year one feature consistently stood out from the monthly Bank of America Merrill Lynch survey.
Go forth and diversify
Fund managers and multi-managers have long extolled the benefits of diversification. However it would appear diversification has gone biblical.
Groups late off the mark on Ucits IV
According to a survey published today by Ernst & Young a fifth of funds they polled have not started work relating to the new Ucits directive despite it being implemented by July 2011.
Record sales to continue?
A key theme of 2009, which the Investment Management Association (IMA) has not been shy to highlight, was record fund sales.
Calling the FTSE
Managers are always loath at this time of year to predict where the FTSE 100 will be in 12 months’ time. The danger of calling it horribly wrong always seems to outweigh the potential kudos of getting it right, or close to getting it right.
The Shah and Bolton show
It has been 30 years since the launch of the Fidelity Special Situations fund, and all eyes last night were on Anthony Bolton and his successor Sanjeev Shah to mark the occasion at an anniversary dinner.
Britons moving abroad?
British retail investors have often been accused of having a “home bias” when it comes to picking funds, preferring British equity funds to those that are invested overseas.
Not so happy ever after
Some 80% of assets in the European funds industry is managed by just 4% of fund management groups, according to an oddly festive/panto named report called Fee Fi Fo Fum, Can Investors Smell Fund Managers’ Blood – or Vice Versa? issued yesterday by Lipper.
Seasonal investors
Today (as you probably felt this morning) officially marks the start of winter, and the new season has been marked with a significant change in retail investor attitudes.
