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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....
...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...
...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....
...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....
...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....
...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....
...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....
...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....
...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....
...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...
...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....
...This same week, Edinburgh-headquartered Baillie Gifford unveiled dozens of lay-offs and its plans to close four fixed-income funds....
...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...
...lot of cash in money market funds waiting to be deployed....
...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....
...Pimco, which is owned by German insurer Allianz, is repositioning funds to be “more defensive and more liquid” as it draws back investors following a terrible year for bond funds in 2022....
...Jim Cielinski, global head of fixed income at Janus Henderson Investors, nonetheless said it can make sense for certain portfolios to scoop up long-dated bonds, given the sell-off has left the regular interest...
...Also feeling the heat is Edinburgh-based Baillie Gifford, which is making “dozens” of lay-offs in its 1,800 strong workforce and shutting several small fixed income funds....
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