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Sometimes a chart punches you in the face
Morningstar’s quarterly flows of US Sustainable Funds is the guilty party. After 14 quarters of heavy outflows, flows turned positive. There’s an…
Sep 16
•
Paul Bryant
4
1
Big price moves, bigger valuation questions
Share prices of some London-listed asset managers have rocketed. Others have tanked. It’s a good time to take stock of valuations.
Sep 2
•
Paul Bryant
6
1
1
Devil in the detail of Asset Managers' latest AUM updates
Strong markets have buoyed most top-line AUM numbers. But there is huge disparity between high flyers and laggards.
Jul 24
•
Paul Bryant
4
1
A step-change in scale for Polar Capital...
...in just 3 months. AUM grows from £31bn to £45bn in Q2 of 2026. No acquisition. Just investment performance and net flows. Polar is flying into FY27.
Jul 2
•
Paul Bryant
1
Impax's AUM fall hits H1 results...
...but investment returns have been strong YTD. And it has deep expertise in energy efficiency, energy security, renewable energy & critical…
May 20
•
Paul Bryant
2
2
If you grasp Asset Managers' Q1...
...then congratulations, because what a mixed bag of a quarter it was! Share price moves ranged from +45% to -30% and fundamentals were all over the…
Apr 24
•
Paul Bryant
2
2
Bumper quarter for Polar Capital
Huge net inflows in the Jan-Mar 26 quarter stands in stark contrast to equity funds more generally, and active equity funds especially, which suffered…
Apr 13
•
Paul Bryant
6
1
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What subscribers receive
Insights for shareholders, boards, & executives of London-listed Asset & Wealth Managers. Find out more…
Mar 18
•
Paul Bryant
2
Pollen Street results watch. A winner hit by narrative contagion?
Shares down 25% on a cocktail of private credit & AI disruption worries. That smells like narrative contagion. Iran has muddied the picture further. 26…
Mar 17
•
Paul Bryant
3
1
Jupiter jumps again (and there might be more to come)
Jupiter has turned from laggard to leader. The share price has had a huge recovery. Fundamental valuation suggests there might be even more upside.
Feb 26
•
Paul Bryant
1
1
2
2025: the great Asset Management bifurcation? (part 2 of 3)
Some are priced to win, some to lose, then there's a peloton with similar-looking valuations. What is Mr Market actually pricing in?
Feb 9
•
Paul Bryant
4
2
1
2025: the great Asset Management bifurcation? (part 1 of 3)
UK-listed asset managers had wildly differing fortunes in 2025. Was it the year that revealed winners and losers? Or has it left some richly valued, and…
Feb 3
•
Paul Bryant
3
1
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