Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
- News
-
- Analysis
-
- Investments
-
-
-
Top story
-
-
-
- Video
-
Analysis
-
-
Alger’s Chung: Why we’re eyeing European expansion
CEO and CIO reflects on Alger’s 60th anniversary and plans to grow the firm’s client base in Europe
-
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds
-
The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
-
SJP equity fund aligns with SDR Sustainability Focus label
The external fund manager will also change, with Schroders taking over as the fund’s sole manager
-
Analysis: Is the game up for active management?
Only 31% of active managers outperformed a passive alternative in 2024
-
30-year gilt yields hit 27-year high
While 10-year gilts reached 2008 levels, causing concern over the state of public finances
-
Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year
-
The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
-
How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
-
The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
-
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024