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Is that chink of light an investment opportunity?
The state of play of UK-listed asset managers. Part 2: valuation, financials, strategic moves
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Paul Bryant
3
Is that a chink of light?
A look back at UK-listed asset managers' H1-25 & a look forward to H2 and beyond. Part 1: The (confusing) AUM picture.
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Paul Bryant
1
Mercia: it won’t take long to see who's right
Share price heavily discounts on-balance-sheet investments. Mercia intends to sell most of them within 2 years. It won’t take long to see who's right.
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Paul Bryant
1
Strong growth at Tatton: profit +24%, dividend +19%
Another exceptionally strong year. Financial advisers continue to outsource investment management to this market leader. Their confidence in Tatton…
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Paul Bryant
Tough H1 for Impax, but shares look detached from fundamentals
Impax is hardly the disaster implied by its share price, which is down 31% over six months and 68% over 12 - a forward PE of just 8.5 for a business…
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Paul Bryant
Wealth managers' Q1 flows hold up
Amidst tariff worries and US market falls, UK investors just kept on feeding those ISAs and SIPPs. But try telling that to shareholders!
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Paul Bryant
Polar flows hold up amidst heavy sector outflows
AUM hit by market falls, but Polar's net flows look strong in what is looking like an awful quarter for active asset managers
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Paul Bryant
TheInvestors.blog
TheInvestors.blog
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