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...The Merlin range has nearly a fifth of its equity assets — or £1bn — in two funds managed by Whitmore: the £2bn Jupiter UK Special Situations fund, and the £930mn Jupiter Global Value Equity fund....
...Harrison has been paid more than £50mn since 2016 but waived some of his deferred income and donated part of his bonus to charity during the pandemic. He was paid £6.3mn in 2023....
...Brokers and analysts have blamed a combination of cost of living pressures, higher mortgage rates and the underperformance of UK equity markets compared with US equity and global fixed-income markets....
...EFPR Global data indicates that net fixed income fund inflows have now crossed the $100bn mark — and, luckily for all bond managers, active flows are outpacing passive ones so far in 2024....
...Various global or regional variations of its research-enhanced equity series, which seeks to “modestly” overweight stocks deemed to be overvalued and underweight those seen as overvalued, with low tracking...
...However, proving that older investors have not entirely abandoned safer, income-based investing, two income funds feature in Hargreaves Lansdown’s top 10 ranking: Artemis Income and BNY Mellon Global Income...
...In fact, one fund manager, Atlantic House, has even built a loyal following through its Defined Returns Fund, which only invests in a series of structured products sold to institutions....
...BRK 0-1 HMRC: BlackRock has lost an appeal relating to UK tax it sought to reclaim from HM Revenue & Customs on its $13.5bn acquisition of Barclays Global Investors back in 2009....
...,” says Eric Veiel, head of global investments at T Rowe Price....
...Of the 1,462 active Global Equity funds managed out of Europe, only 18 per cent beat their low-cost passively managed counterparts over three years after fees....
...A record amount of money has flooded into US corporate bond markets this year, as investors rush to lock in the highest yields in years ahead of an anticipated series of interest rate cuts by the Federal...
...Manny Roman, chief executive of the world’s largest bond-focused manager Pimco, thinks the new environment will favour its business....
...Chart of the day Investors pumped $126.5bn into exchange traded funds last month as a series of markets from Wall Street to gold hit record highs, according to data from BlackRock....
...Ben Whitmore, the current manager of the Jupiter UK Special Situations Fund (AUM £2.1bn), Jupiter Income Trust (AUM £1.6bn), Jupiter Global Value Unit Trust (AUM £1.0bn) and Jupiter Global Value SICAV (AUM...
...Scottish Mortgage became an unlikely star of global tech investing this century when its former manager, James Anderson, made a series of early and highly successful bets on Facebook, Amazon and Tesla....
...In 2019 the JPMorgan index committee, following a consultation process, changed rules that had prevented high-income gulf states from having their sovereign bonds included in the EMBI Global range of benchmarks...
...However, it’s still only a half-formed idea to nurture saving in UK plc....
...Investors view convertibles as a defensive asset combining equity upside via the share option and downside protection through the bond’s income stream and a fixed redemption date....
...This same week, Edinburgh-headquartered Baillie Gifford unveiled dozens of lay-offs and its plans to close four fixed-income funds....
...lot of cash in money market funds waiting to be deployed....
...The company has also turned to acquisitions to reignite growth, most notably the £1.5bn purchase of Interactive Investor in 2021, in a move intended to expand its base of retail investors and which was welcomed...
...You used to be a fund manager. Toby NangleYeah. That’s right. Yeah. For 25 years, I was fixed income, then asset allocation fund manager. Gave it all up a couple of years ago....
...JPMorgan has made a series of appointments in its infrastructure and strategic investors group....
...What’s more, per capita income in the US has overtaken all the major advanced economies of the EU and the fund forecasts this gap will only widen further over the rest of this decade....
...It has a catch-all Vanguard Global Bond Index GBP Hedged fund or there’s the more expensive actively managed M&G Global Macro Bond Fund instead....
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