Investors start to look at investing in riskier asset classes after a strong November
Investment companies seal tie up as investors shun sector
Once a highly successful vehicle for income investors, the sector has suffered as inflation took hold
Select a strongly performing manager with skin in the game
Trusts can keep back reserves to cover dividends in difficult years
FCA to focus on the issue under new consumer duty requirement to provide fair value
Boaz Weinstein’s hedge fund Saba has been buying exposures to UK trusts and sparking speculation of an activist campaign
UK chancellor’s reform plan offers opportunity for useful change
The easy money era for private equity is over
The new Man Group chief makes the case for active management in a volatile economy
New regulations on disclosure and expenses are ‘keeping general counsels up at night’
If you haven’t reviewed your holdings for a few years, you may be shocked by the fees
Investor says ‘it’s all changed’ as inflows drop by hundreds of billions of dollars
SEC adopts the biggest shake-up of private equity, real estate and hedge funds in more than a decade
Payout income rises despite a fall in valuations
Pension plans and wealth funds given fee discounts as deal drought makes fundraising tougher
As inheritance tax bills rise, pass on your financial savvy as well as your cash
New Consumer Duty regulations are, in principle, good for investors, but time will show what they mean in practice
But they’re getting bigger fast
Attractive yields make the case for building a savings pot for future bargains
Barring younger traders from holding US stocks in Isas risks subtracting investor engagement
Competition leads to lower prices — but read the platforms’ small print
Only investors with at least a few hundred thousand pounds should take the plunge
Active fund performance has been patchy, yet some hope the tide has turned, or point to the funds’ specialist edge
Figures only slightly down on the record-setting year before as savers continue to favour early-stage companies
International Edition