Value
Investment | 24 Jan 24
Value funds overtake growth in FE fundinfo Crown rebalance
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
FCA offers further reprieve from 10% depreciation rules
Initial temporary exemption expired on 30 September
Investors net £30m in savings from value assessments
More than 320,000 retail customers switched into cheaper share classes after FCA crackdown
‘Money grabbing’ and ‘expensive’ advice sector repels Brits
Only 10% have taken paid-for financial services in the last two years