Amplify Issue 8: How to burst your rivals’ bubbles

by Will Robins | Sep 6, 2022 | Newsletters

We take a look at the best and worst performers in the global equity income sector, and examine what tokenisation could mean for the future of the funds industry.

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Amplify Issue 29: Red hot: 2022’s private market hiring spree

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Amplify Issue 28: Fill your ESG product gaps

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You’ve got a great fund, but flows could be better. What do you do? One idea would be to find a big, poorly performing fund, and eat its lunch. Luckily, Amplify is doing the hard work for you. Our Sector Spotlight series picks a hot sector and identifies the lumbering giants and leaner rivals. Do you work for one of them? Read our analysis and discover the latest launches too – this week, we’re looking at global equity income.

Elsewhere, we delved into an analyst call with UK asset manager Schroders. CEO Peter Harrison is, for our money, worth paying attention to, so we were intrigued to read his thoughts about the future of the industry. Two key areas are thematic funds (they aren’t going away) and tokenisation (yes, blockchain). On the latter, we also look at how one alternative manager has tokenised a private assets fund. Get ready for the ‘democratisation of investment’: you’re going to hear much more about it.

Will Robins, Editor, Citywire Amplify

Get in touch:
wrobins@citywire.co.uk

Or join the conversation on LinkedIn

SECTOR SPOTLIGHT
Global equity income flows fizz – but which funds need popping?

Despite its unpopularity over the past decade, the global equity income sector has recently become a promising target for investors. But are the best funds getting the flows?

STRATEGY
Thematics are the new normal, says Schroders boss Harrison

Thematic funds are here to stay, says the UK asset management CEO, who told analysts time was overdue for the industry’s 90-year-old blueprint to be torn up by tokenisation.

BLOCKCHAIN
Tokenised funds: ‘As easy as clicking the buy button’

And talking of tokens… alts manager Hamilton Lane chose the easy route, partnering with a blockchain business. It has opened up access to its flagship private assets fund, offering monthly opportunities to buy and sell.

ESG HEAD

ESG HEAD
‘Ideally, my role would cease to exist’

Robeco’s head of sustainability integration, Masja Zandbergen, explains why she wants to make her own role redundant and how the firm achieves real-world impact. She talks us through her six-step sustainability strategy.

REGULATION
UK regulator warns over alts risks to retail clients

Selectors expect ever-greater access to alts, but regulators are aware that such products can pose risks.

ALMOST RATED
Shaykevich’s sidekick makes mark in EM bonds

Bond manager Mauro Favini moved from Marathon to the Vanguard Emerging Markets Bond fund. His work with Citywire AA-rated Daniel Shaykevich has put him on course for his first rating.

PRODUCT LAUNCH
UK distributor leverages managers with unitised portfolios

Consolidator Progeny has unitised its $1bn model portfolios, handing it greater cost control and buying power. It also makes the portfolios easy to find on platforms. Chief investment officer Ian Hooper explains why he’s now getting phone calls from asset managers.

Editor’s picks: Here are three top reads from Citywire’s global channels, as chosen by Amplify editor Will Robins.

Pictet’s fund selection head to take new CIO role

Mussie Kidane is set to transfer to a new position, in a unit focused on US and Canadian investors.

Elite investors lead value funds’ $3.1bn swoop on Meta shares

Top fund managers tracked by Fix the Future lead charge by value-focused investors into cheap shares in Facebook’s owner.

Big inflows earlier in the year turned into big outflows in July, as oil and gold prices sputter

Commodity ETFs were hit by record outflows in July with investors withdrawing $11.5bn from these funds globally.

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