Talib Sheikh

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AJ Bell moves towards EM ex-China stance in strategic asset allocation

Jan 22, 2025 | moneymarketing.co.uk | Darius McQuaid |Talib Sheikh |Momodou Musa Touray

AJ Bell’s strategic asset allocation (SAA) for 2025 has moved to an emerging market (EM) ex-China stance. AJ Bell said China remains attractive but “flexibility is key and moving to an EM ex-China structure should provide opportunity to control China allocations.”SAA is a portfolio strategy, where the investor sets target allocations for various asset classes and rebalances the portfolio periodically.
Investment world divided over Trump's return to the White House

Jan 20, 2025 | moneymarketing.co.uk | Darius McQuaid |Momodou Musa Touray |Talib Sheikh

Donald Trump will start his second non-consecutive term as president of the US later today (20 January). His impending inauguration has led to mixed reactions from across the investment world. From a UK investor perspective, a split has occurred in reaction to Trump 2.0, according to research from JP Morgan-owned digital wealth manager Nutmeg. The research showed that 29% believe his presidency will have a positive impact on investments, while 31% disagree.
Premier Miton sees positive inflows into open-ended funds

Jan 16, 2025 | moneymarketing.co.uk | Momodou Musa Touray |Talib Sheikh |Darius McQuaid

Premier Miton has seen positive net inflows to its open-ended funds during last quarter of 2024. The flows were largely driven by its US equity, diversified multi-asset, fixed income and absolute return strategies. The investment manager today (16 January) published an update on its unaudited statement of assets under management (AuM) for the first quarter of the current financial year. It reported a £10.7bn AuM as of 31 December 2024 and a £33m of net outflows for the quarter.
Premier Miton reports positive inflows into open-ended funds

Jan 16, 2025 | moneymarketing.co.uk | Momodou Musa Touray |Talib Sheikh |Darius McQuaid

Premier Miton has seen positive net inflows to its open-ended funds during last quarter of 2024. The flows were largely driven by its US equity, diversified multi-asset, fixed income and absolute return strategies. The investment manager today (16 January) published an update on its unaudited statement of assets under management (AuM) for the first quarter of the current financial year. It reported a £10.7bn AuM as of 31 December 2024 and a £33m of net outflows for the quarter.
Thistle launches asset-migration tool for advisers

Jan 15, 2025 | moneymarketing.co.uk | Momodou Musa Touray |Kimberley Dondo |Talib Sheikh

Thistle Initiatives has launched an asset-migration tool with in-built compliance service for financial advice firms. The tool, an industry-first created in partnership with WealthTech Pros, enables financial advisers to accelerate asset migration across platforms, while maintaining data accuracy and minimising client disruption.
Fidelity: Balancing a positive outlook with high valuations will be key in 2025

Jan 10, 2025 | moneymarketing.co.uk | Talib Sheikh |George Efstathopoulos |Darius McDermott |Becky Qin

We begin 2025 with the global economy in relatively good shape, and we have a relatively positive view of risk assets as a result. However, valuations are elevated in some areas of the market, so a selective approach is necessary despite the healthy fundamentals. We believe that finding the right balance between the supportive macroeconomic environment and high valuations will be critical to successful investing in 2025.
PensionBee announces ambitious plans to expand into US

Mar 4, 2024 | moneymarketing.co.uk | Dan Cooper |Talib Sheikh

PensionBee has announced ambitious plans to expand into America. The online pensions provider has entered into an exclusive, non-binding term sheet with a large, US-based global financial institution. The US has the world’s largest defined contribution pension market, representing approximately 80% of the global total and $22.5trn in assets. Under the proposed strategic relationship, PensionBee will deliver the US service through PensionBee Inc.
Three reasons to steer clear of cash

Feb 22, 2024 | moneymarketing.co.uk | Talib Sheikh |John Husselbee |Andy Hart

The economic fallout from the Covid pandemic boosted demand and reduced supply in tandem, resulting in the highest inflation in the US, Europe and the UK since the early 1980s. The Federal Reserve, the European Central Bank and the Bank of England all embarked on one of the most ferocious rate hiking cycles for decades in response. Interest rates are now higher than at any time since the financial crisis.