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As inheritance tax bills rise, pass on your financial savvy as well as your cash
Almost £1bn withdrawn from equity and fixed income funds in June
Ignore the pessimists, there are UK companies with huge potential
Nearly 40% of UK-listed investment trusts are under water
Barclays thinks so
Investors earning 5% in money market funds hold back from T Rowe Price, Franklin and other fund groups
Plus, GQG and the rightwing yoga evangelist, Japan’s ‘great repatriation’, and Portraits of Dogs at the Wallace Collection
The finding holds true even when researchers looked only at the environmental part of the metric
Research demonstrates that backtesting is a poor indicator of future returns, Morningstar finds
Prices have proved volatile as regulators probe claims of greenwashing
First half fund flows into fixed income vehicles demonstrate investor expectations about interest rates, analysts say
Leverage Shares’ $320mn vehicle was unable to deliver the full three times returns on six trading days during the month
Report points to anxiety after high inflation and volatile markets of past two years
The total accounts for 68% of the nearly €1.5tn European market
Plus, Blackstone’s march to $1tn, UK stocks rally, and Burton and Gielgud’s dramatic encounter
I wanted to buy US stocks but I’ve talked myself into selling
Much of the group’s successful history coincided with declining interest rates and rising asset values
Move defies broader drought that has left many rivals struggling to attract investors
Hedge fund suspended trading in several products following sexual misconduct claims
The fund, which requires investors to forgo some potential gains, is aiming to disrupt the annuities market
Diversification rules stop some asset managers buying more shares in companies that dominate recent stock rally
Plus, chief executives divided on UK pension reforms, government borrowing costs and Luxury and Power at the British Museum
There is no evidence yet of front-running despite decision to massively reduce weightings of tech giants
The application is the first by a major asset manager since Vanguard’s patent expired
Fund manager warns market risks becoming value trap if stocks fail to rebound
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