London’s real asset investment trusts could soon break into global equity benchmarks under proposals being weighed by MSCI and S&P Dow Jones. The index providers’ joint consultation, which closed on ...

One of the clearest trends emerging from the Middle East’s search for income is the growing use of exchange-traded funds (ETFs) as a portfolio construction tool, particularly active strategies that ...

Redwheel duo Ian Lance and Nick Purves initiated a position in Bellway as its valuation has now halved from its post-Covid peak. They added the housebuilder to their £1.3bn Temple Bar (TMPL) ...

The £816m renewables trust has sold its remaining 49% interest in six gas-to-grid anaerobic digestion facilities to Future Biogas, which is a portfolio of companies owned by 3i Infrastructure (3IN), ...

Nearly half of the AI-related stocks assessed by Morningstar are undervalued, but South African companies remain almost invisible in specialist global portfolios.

Momentum Corporate’s Hugh Hacking outlined the trends reshaping retirement income planning and the challenges facing advisers, trustees and retirement funds.

Modern Wealth director of investments Stephen Tuckwood is scaling the firm’s centralized investment platform to support a growing advisor base heading into 2027. Tuckwood has a team of six analysts at ...

Plannr, the customer relationship management (CRM) provider for advice businesses, has appointed Guy Tolhurst as its first CEO. Tolhurst had been working in Plannr’s strategic advisory and leadership ...

Fund selectors appear divided over how much performance history a newly launched fund needs before they will consider it for client portfolios. In Citywire South Africa’s latest poll, 42% of the 58 ...

The Ascor Independent Wealth Management adviser enjoys creating objective-based portfolios for clients.

Colombia’s House of Representatives rejected a proposal to eliminate the 0.7% fee charged by private pension fund administrators (AFPs).

Lido Advisors is backed by credit manager HPS Investment Partners, private equity firm Charlesbank Capital Partners and RIA minority investor Constellation Wealth Capital.