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Asset Management

Tatton AUM +30% on record flows
It has clearly designed and implemented a superior offering compared to peers
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Paul Bryant
1
Polar Capital: AUM jumps 12% in a quarter
Stellar investment returns by larger funds and a welcome return to positive net flows brighten outlook
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Paul Bryant
1
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!
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Paul Bryant
1
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…
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Paul Bryant
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…
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Paul Bryant
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'.
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Paul Bryant
Video interview: Brutal Q3 for London-listed asset managers. Mixed bag for wealth managers
I was recently interviewed by investment information platform London South East to discuss key developments, market sweet spots, and some valuation…
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Paul Bryant
Brutal Q3 for UK Asset Managers
But under the sea of red, some data points and trends might pique investors' interest
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Paul Bryant
2
Impax sharply down on AUM fall ...
... but its relative performance compared to peers and the flight to quality in sustainable investing makes its valuation look out-of-kilter
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Paul Bryant
1
UK asset managers are about to report Q3 data. Here's a primer.
Q2 was a fascinating mix of resilience, potentially changing fortunes, and ongoing struggles. There's a few key trends and data points investors should…
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Paul Bryant
Tatton Asset Management exceeds FY23 forecasts, strong start to FY24
Differentiated offering in a market sweet-spot (on-platform Model Portfolio Services growth rate: around 25% p.a.) to fuel continued strong growth?
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Paul Bryant
Impax poised to thrive in ‘sustainable investing 2.0’
2022 will probably be remembered as the start of a transition - a flight to quality - in the sustainable investing market. With an impressive 25-year…
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Paul Bryant
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