Archive - TheInvestors.blog

Asset Managers' AUM continues recovery in Q1

Good investment returns offset weak flows (again). But the picture is nuanced, with a huge divergence in fortunes. Have fundamentals, and…

May 3 •

April 2024

Tatton AUM +30% on record flows

It has clearly designed and implemented a superior offering compared to peers

Apr 16 •

Polar Capital: AUM jumps 12% in a quarter

Stellar investment returns by larger funds and a welcome return to positive net flows brighten outlook

Apr 11 •

Impax: sustainable investing returns outweigh negative flows

AUM +6% in H1-24 on strong returns. Flows disappoint but early signs of investors opening their chequebooks again.

Apr 9 •

March 2024

Eye-catching insider holdings, buys & sells

The state of play of insiders' shareholdings at UK-listed asset managers, including one set of insiders who are buying like there's no tomorrow!

Mar 17 •

February 2024

Hargreaves CEO "we need to up our game!"

Interim results were 'meh'. But make no mistake, the (relatively new) CEO is implementing a big shakeup. The opportunity is there. This is all about…

Feb 23 •

Mattioli Woods: Interims showcase the benefit of diverse income streams

Demand for advice ramps up, outstripping the negatives of investor nervousness and falling asset prices

Feb 9 •

January 2024

Worrying quarter for wealth managers

Q4 of 2023 saw strong markets mask weaker flows

Jan 30 •

Asset managers' clients not looking so smart

UK-listed asset managers delivered strong returns in Q4-23 (they have been for well over a year now). But clients are still pulling money out. Flows…

Jan 17 •

December 2023

What to expect from The Investors newsletter in 2024

A tough two years for asset & wealth managers. More grim results expected. But share prices have bounced. Will fundamentals turn to underpin price…

Dec 20, 2023 •

D2C platforms raving at the interest rate party

What's the risk of a massive hangover if regulators intervene or when rates fall?

Dec 14, 2023 •

Sustainable Investing is not going away, but ...

... it's changing fast! Investors are demanding a step-change in credibility. There are even early signs of a 'backlash against the backlash'.

Dec 4, 2023 •

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