Almost 140 funds have underperformed their benchmarks
New data shows the wealthiest have more than £750,000 in their accounts — but you don’t have to be a millionaire in the making to enjoy the fruits of tax-free savings
Boosting investment returns sure beats working for longer in order to retire
Fund debut comes despite closure of similar products by rival managers
Four reasons why the ‘rope-a-dope’ strategy should narrow a valuation gap with a growth-orientated approach
Inflows have remained modest for most managers even though there have been many more launches
Publicly reported divestment decisions remain rare despite activist campaigns
Conversions of separately managed accounts are taking place in both the US and Europe, suggesting demand is growing
The interests of investors and asset managers are difficult to align
‘Covered call’ ETFs were supposed to be a goldilocks investment but are not immune from sharp downturns
Buying frenzy highlights exuberance that gripped markets before this week’s sharp sell-off
Enthusiasm is hardly overwhelming a year on from the Mansion House agreement
Greg Coffey’s hedge fund made hundreds of millions of dollars in recent sell-off
Australian bank is championing the renewables revolution but has yet to abandon its support for the oil and gas sector
About 58% use them in their portfolios, versus 47% of Generation X and 37% of Baby Boomers
Plus, cash piles up, investing in classic cars, and school’s out for summer
High-yield savings and caution over market volatility and economic sentiment have left up to $1.5tn out of the market
Asset managers fret over lost gains as investor cash piles up on the sidelines
Share certificates, company reports on paper and annual general meetings have distinct advantages
Vehicles’ relatively high management fees are still cheaper than average charged by funds of funds
ICI finding stands in contrast to broader narrative of significant outflows from the wrapper
Passive investment strategies have outperformed, saving investors a fortune in fees, but it doesn’t always pay to be lazy
World’s largest asset manager believes we are at a ‘turning point’ as take-up of active ETFs accelerates globally
Investment groups are alarmed by efforts to curb their influence on governance and strategy at American lenders
Plus, a small-cap legend retires, the march of India’s stock market, and Antony Gormley at Houghton Hall
