Frank Talbot

3 days ago | citywire.com | Dylan Lobo |Frank Talbot |Michelle McGagh |Sophie Downes

Fund-of-funds are booming, driven by the popularity of low-cost passive multi-asset portfolios like Vanguard’s £44bn LifeStrategy range. But as money continues to flock to them, how are fund-of-funds actually performing? Citywire analysed the returns of the UK’s 21 largest fund-of-fund ranges, each with more than £3bn of assets, to find out.

5 days ago | citywire.com | Frank Talbot

Depuis des années, il existe une vérité inattaquable en matière d’investissement actif : il est très difficile de surperformer aux États-Unis et beaucoup ne s’en donnent tout simplement pas la peine. Ainsi, lorsque la vague de droits de douane imposée par Donald Trump le Jour de la Libération a provoqué une onde de choc sur les marchés, de nombreux gestionnaires américains espéraient que cela bouleverserait cette logique. Ces espoirs semblent prématurés.

6 days ago | citywire.com | Frank Talbot

For years there has been an unassailable truth in active investing: it is very hard to outperform in the US and many just do not bother. So when a market shockwave was unleashed by Donald Trump’s battery of Liberation Day tariffs, many US managers hoped it might upended that logic. Those hopes seem premature. According to the hard numbers, the proportion of active managers outperforming in US equities is, in fact now even lower. Already have an account?

1 week ago | citywire.com | Frank Talbot

Abril registró la mayor salida mensual de fondos gestionados activamente en Europa desde diciembre de 2023. A lo largo del mes, se retiraron unos 20.800 millones de euros de los fondos mutuos activos europeos (excluyendo monetarios y de muy corto plazo). El mes comenzó con el anuncio del presidente estadounidense Donald Trump de nuevos aranceles generalizados —bautizados como “Día de la Liberación”— aplicables a productos importados desde todo el mundo. ¿Ya tienes una cuenta?

1 week ago | citywire.com | Frank Talbot

April saw the largest monthly outflow from Europe’s actively managed funds since December 2023. Some €20.8bn ($23.7bn) was taken from Europe’s active mutual funds (excluding money market and ultra short) throughout the month. April began with US president Donald Trump’s announcement of sweeping new ‘Liberation Day’ tariffs to be applied on goods arriving on American shores from around the world. Already have an account?