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1 week ago | 
citywire.com | Olivia Bybel |Frank Talbot |Joseph Eden
We may not know the answer for some time, but the short-term portents are not good Morningstar has dived headlong into the huge uptick in investor interest for AI/Big Data strategies. But what will come next? Defence giants are delivering double-digit revenue growth as European geopolitics fuels a continental arms race. Some top selectors say there was never any 'economic narrative' to claims ESG would boost returns, while others remain 'fully committed'.
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2 weeks ago | 
citywire.com | Joseph Eden |Olivia Bybel |Nour Azhar |John Schaffer
JP Morgan Asset Management (JPMAM) is set to build on its position as a leader in active fixed income exchange-traded funds with the launch of its 16th offering in the space.
The JPM Global Government Bond Active Ucits ETF (JGOV) began trading this morning across major European exchanges including the London Stock Exchange, Xetra, Borsa Italiana, and SIX Swiss Exchange.
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2 weeks ago | 
citywire.com | Selin Bucak |Olivia Bybel |John Schaffer
Private markets funds have been unable to beat the US large cap market over the past decade, according to data from State Street. The State Street Private Equity Index (SSPEI) highlighted that last year private markets strategies averaged a return just shy of 7.1%. That compares to the phenomenal returns of more than 25% in the S&P 500. However, the outsized returns of the US large cap market were not limited to 2024. Private markets funds still underperformed on a three, five, and 10 year basis.
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2 weeks ago | 
citywire.com | Ian Heath |Olivia Bybel |Miles Costello |Joseph Eden
Scott Decatur is no ordinary quant. He doesn’t dream of a gazillion data points, and a giant mega-computer that crunches through them all at lightning speed in pursuit of the perfect opportunity.
Although he is intellectually fascinated by it, he has also declined to embed AI into his stock-selection system, arguing that its processing prowess doesn’t necessarily add anything and can actually be counter-productive. Nor does he endlessly tinker with the model he and his team have built. Nope.
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2 weeks ago | 
citywire.com | Olivia Bybel |Selin Bucak |Joseph Eden
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3 weeks ago | 
citywire.com | Selin Bucak |Olivia Bybel |John Schaffer
Coller Capital has partnered with Allfunds to distribute its two evergreen strategies.
Coller Private Equity Secondaries and Private Credit Secondaries will be made available to the 19,000 accredited investors, wealth managers and family offices on the platform.
CollerEquity, which was launched in July 2024, has so far attracted $871m in capital, and CollerCredit, which launched in October 2024, has $428m in assets under management. Already have an account?
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3 weeks ago | 
citywire.com | Selin Bucak |Olivia Bybel |John Schaffer
Participants in private markets investments are expecting a big boost in fundraising from retail investors over the coming years.
A State Street survey of 500 institutional investors, including traditional asset managers and private markets firms, found that the majority of respondents (56%) now believe half of private market flows will come through semi-liquid vehicles marketed to individuals within two years.
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3 weeks ago | 
citywire.com | Olivia Bybel |Nour Azhar |Selin Bucak |John Schaffer
HSBC Asset Management (HSBC AM) is marking a push into active exchange-traded funds (ETFs) with the launch of five new quantitative equity strategies.
The HSBC Plus active ETF range is aimed at investors seeking country and regional exposures through ‘core’ and ‘income’ versions.
The newly launched funds are: Already have an account? Which of the following best describes your role?
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3 weeks ago | 
citywire.com | Olivia Bybel
Most selectors are not using artificial intelligence at work, but they expect their fund managers to be.
54% of selectors polled in Citywire Montreux said they didn’t use AI in their selection process at all.
Already have an account? Which of the following best describes your role?
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3 weeks ago | 
citywire.com | Olivia Bybel
Efama has urged the European Commission to introduce targeted reforms to the Sustainable Finance Disclosure Regulation (SFDR) to bring greater coherence to the EU’s broader regulatory framework.
Suggested changes include introducing product categories for sustainable funds, similar to the UK’s SDR regime, and a streamlining of reporting requirements.
