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1 week ago | 
citywire.com | Angus Foote |Michelle McGagh |Victoria Bell |Jack Gilbert
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1 week ago | 
citywire.com | RUAN JOOSTE |Jaco Visser |Angus Foote |Nour Azhar
Rob Oellermann has been managing the Thornbridge Global Opportunities fund since Laurium Capital took over the mandate from Ranmore Fund Management in 2022. While the fund has existed since 2004, it has delivered strong performance under Laurium’s stewardship, thanks to a quality-driven, unconstrained global equity strategy that doesn’t mimic the benchmark.
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1 week ago | 
citywire.com | Angus Foote |Joe Stonor |Victoria Bell |Jack Gilbert
Söderberg & Partners has announced three further investments in IFAs as it continues its rapid expansion in the UK advice space.
The Scandinavian wealth manager picked up stakes in Cheetham Jackson, Blakes Financial Management, and Murphy Wealth. The investments are in addition to the firm’s acquisition of a stake in County Durham advice firm Active Financial Planners, which Citywire first reported last week.
The four advice firms manage around £1.4bn of client assets between them.
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1 week ago | 
citywire.com | RUAN JOOSTE |Jaco Visser |Angus Foote |Nour Azhar
It’s been a bumpy ride for domestic unit trusts amid global trade wars and domestic uncertainty about the longevity of the coalition government.
But Citywire South Africa can reveal that more than two-fifths (41%) of these classes are still up in the green. Using Morningstar data and excluding outliers, the year-to-date return distribution of balanced fund classes has been tracked in a histogram.
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1 week ago | 
citywire.com | Jaco Visser |RUAN JOOSTE |Angus Foote |Nour Azhar
Rob Oellermann has been managing the Thornbridge Global Opportunities fund since Laurium Capital took over the mandate from Ranmore Fund Management in 2022. While the fund has existed since 2004, it has delivered strong performance under Laurium’s stewardship, thanks to a quality-driven, unconstrained global equity strategy that doesn’t mimic the benchmark.
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1 week ago | 
citywire.com | Justin Adam Brown |Angus Foote |Nour Azhar |Jaco Visser
LONDON: Fee compression remains a dominant narrative in the ETF industry with companies vying to maintain and attract investors. WisdomTree recently slashed fees of its existing $880m (£682m) bitcoin ETP to mirror BlackRock’s introductory pricing of its new bitcoin ETP – a move widely interpreted as a defensive manoeuvre to protect their market share.
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1 week ago | 
citywire.com | Sophie Downes |Angus Foote |Nour Azhar |Simon Evan-Cook
Fee compression remains a dominant narrative in the ETF industry with companies vying to maintain and attract investors. WisdomTree recently slashed fees of its existing $880m (£682m) bitcoin ETP to mirror BlackRock’s introductory pricing of its new bitcoin ETP – a move widely interpreted as a defensive manoeuvre to protect their market share.
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2 weeks ago | 
citywire.com | Nour Azhar |Angus Foote
The rise of active ETFs has ignited discussions around transparency, a cornerstone of the traditional index-tracking ETF market. While investors have long enjoyed daily insights into the holdings of passive funds, the active management world has historically guarded their ‘secret sauce’ more closely. The central question now is whether this shift towards active strategies within the ETF wrapper will compromise the transparency investors have come to expect.
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4 weeks ago | 
citywire.com | Olivia Bybel |Jaco Visser |Angus Foote |Justin Adam Brown
Schroders is forecasting a better stock-picking environment for the rest of the year, as US equities seem fully priced and rare opportunities are emerging elsewhere around the world.
The investment manager, with $1.05tn (R19tn) under management, sees a ‘more nuanced and volatile’ investment environment for the rest of the year.
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4 weeks ago | 
citywire.com | Olivia Bybel |Jaco Visser |Angus Foote |Justin Adam Brown
Simon Blundell, co-head of European fundamental fixed income at BlackRock, is prioritising manoeuvrability in 2025.
Investors continue to face heightened interest rate volatility and fluctuations in sovereign yields, a trend that began in late 2024 and is expected to persist.
Blundell, who took on his role in April 2024, replacing BlackRock veteran Micheal Krautzberger, is co-head with James Turner. Together they oversee a $90bn (R1.64tn) desk. Already have an account?
