Amplify Issue 11: Wanted: safe, boring funds

by Will Robins | Oct 3, 2022 | Newsletters

We look at cautious multi-assets funds, which have forced financial advisers to answer difficult questions from clients this year. Under the sector spotlight this week is clean energy funds, and elsewhere we round up the biggest recent moves in fund selection.

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Amplify Issue 30: The fund groups topping the tree

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

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2022 has been a hot year for private markets, but are asset managers putting the brakes on their expansion efforts? Plus, we look at how the bear market has affected launches this year and look at how firms can better communicate their brand values.

Amplify Issue 28: Fill your ESG product gaps

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We hear from fund buyers on what they’re looking for from an ESG fund, find out what Neuberger Berman is plotting in the alts world, and learn the winners of Citywire’s Gender Diversity Awards.

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I have a $1 bill stuck to my fridge in my London home, a somewhat feeble souvenir from visiting my niece and nephew in San Francisco. This could soon be serious currency in Britain if things continue as they are. I joke – I think – but as a senior distribution leader recently told me: ‘There are no good news stories to tell.’

Right now, many clients would settle for boring. As Citywire’s UK financial advice editor Charles Walmsley explains, many investors are cautious and need to control volatility. But having savings eaten away by inflation makes that trickier – so which is the bigger risk? Advisers want to beat inflation, without too much undulation.

Life is easier if you are selling a clean energy fund. The sector is still booming: 16% of all funds in the sector were launched this year, and 80% have seen positive inflows. Discover who is taking the most money, performing best and all the latest launches in Frank Talbot’s forensic analysis.

Finally, don’t miss our new roundup of fund selector job moves to accompany our fund sales digest. New relationships beckon, so get on the phones!

Will Robins, Editor