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Sprinters, joggers, walkers, stumblers
In UK wealth management, disparity makes for a stock-pickers' paradise (part 1 of 2)
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Paul Bryant
PensionBee's pickle. The tyranny of guidance?
PensionBee & investors are grappling with a more complex growth v profitability story. They shouldn't be. This is a potential star of the London Stock…
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Paul Bryant
A wild Q4 = a fascinating 2025
Headwinds, tailwinds, crosswinds part 2: an update on UK-listed asset managers
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Paul Bryant
Polar Capital looking strong as active managers struggle
AUM up 5% in the last quarter of 2024, performance fees jump
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Paul Bryant
Headwinds, tailwinds, crosswinds: 2024 in review
2024 was a mixed bag of ups and downs for UK-listed asset managers. Could it be the tail-end of a bleak period which has seen the median share price…
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Paul Bryant
Strong growth. A rarity in today's asset management sector.
In H1 of FY25, Mercia Asset Management's revenue grew 19% year-on-year with EBITDA up 34%. It is one of very few London-listed peers with positive net…
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Paul Bryant
Impax: solid FY24 results, triggers to reignite growth becoming visible
After a tough two years for sustainable funds, active funds, and for Impax, there are pending triggers for a return to net inflows.
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Paul Bryant
TheInvestors.blog
TheInvestors.blog
Nuggets of analysis for shareholders of Asset & Wealth Management companies
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