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Investment Association

  • Small mercies: Resilient returns within UK small cap sector

    Small mercies: Resilient returns within UK small cap sector

    The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?

    November 8, 2022
  • New low for UK funds delivering top-quartile three-year performance

    New low for UK funds delivering top-quartile three-year performance

    Just three funds posted consistent high-level performance, according to quarterly FundWatch survey

    November 3, 2022
  • The Asia question: Should investors stay or go?

    The Asia question: Should investors stay or go?

    The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?

    October 18, 2022
  • Investor jitters prompt record equity outflows in August

    Investor jitters prompt record equity outflows in August

    UK savers pulled net £2.6bn from funds, according to IA report

    October 6, 2022
  • Global equity investors back sustainable newcomers

    Global equity investors back sustainable newcomers

    Global equity category has fallen on hard times with even sector darlings Fundsmith Equity and Lindsell Train Global Equity down on their luck

    September 29, 2022
  • Investment Association unveils trio of appointments

    Investment Association unveils trio of appointments

    As Keith Skeoch, Andrew Formica and Phillippe d’Orgeval step down

    September 28, 2022
  • Bond funds return to favour with £893m of net inflows in July

    Bond funds return to favour with £893m of net inflows in July

    But UK gilts have sold off sharply in recent weeks over fears energy crisis will drive inflation higher

    September 7, 2022
  • Square Mile: Sterling strategic bond funds to watch

    Square Mile: Sterling strategic bond funds to watch

    Top performers and compelling newcomers in the spotlight

    August 19, 2022
  • Ferdi van Heerden: Fighting for our own piece of the value chain is the wrong approach

    Ferdi van Heerden: Fighting for our own piece of the value chain is the wrong approach

    Momentum Global Investment Management CEO talks building collegiate relationships across industry to deliver for investors

    August 17, 2022
  • Global equities haemorrhage cash in £4.5bn bloodbath for UK funds

    Global equities haemorrhage cash in £4.5bn bloodbath for UK funds

    Targeted Absolute Return redemptions hit £628m despite growing demand for alternatives to equities

    August 4, 2022
  • Square Mile: UK equity funds to watch

    Square Mile: UK equity funds to watch

    Top performers and compelling newcomers in the spotlight

    June 16, 2022

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