Alternatives trusts are urging index compilers to classify them by what they own rather than their legal wrappers, opening the door to mainstream benchmark inclusion.

In response to the recent malaise, shares in housebuilders have fallen sharply and are now valued at a ‘meaningful discount to net asset value’. ‘Bellway’s share price has halved from its post-Covid ...

Cerno Capital is an independent and privately-owned partnership. We are a global, unconstrained and total return boutique Investment Manager, investing across multiple asset classes, taking a ...

Emirates NBD has named its new head of investment funds, hiring internally. Akshay Bhandarkar has been given the expanded role, where he now has oversight of mutual funds, ETfs and private assets ...

Growing ETF adoption is giving regional investors new ways to access global fixed income and equity markets through transparent, liquid vehicles, says Julie Gunts.

The £816m renewables trust has sold its remaining 49% interest in six gas-to-grid anaerobic digestion facilities to Future Biogas, which is a portfolio of companies owned by 3i Infrastructure (3IN), ...

Modern Wealth director of investments Stephen Tuckwood is scaling the firm’s centralized investment platform to support a growing advisor base heading into 2027. Tuckwood has a team of six analysts at ...

Momentum Corporate’s Hugh Hacking outlined the trends reshaping retirement income planning and the challenges facing advisers, trustees and retirement funds.

Nearly half of the AI-related stocks assessed by Morningstar are undervalued, but South African companies remain almost invisible in specialist global portfolios.

The primary objective of the fund will be to achieve a growing level of capital with a reasonable level of income for investors through investments in a low-risk, diversified portfolio of collective ...

Fund selectors appear divided over how much performance history a newly launched fund needs before they will consider it for client portfolios. In Citywire South Africa’s latest poll, 42% of the 58 ...

The Ascor Independent Wealth Management adviser enjoys creating objective-based portfolios for clients.