From Investment IQ. With trillions of pounds set to change hands in the coming decades, the "Great Wealth Transfer" is poised to redefine the financial world. As Baby Boomers pass on their wealth to younger generations, financial advisors and investors face unique challenges and opportunities. Vanguard 🔗 Read the full article on Investment IQ: https://incm.pub/3CPAr0H #financialadviser #investment #investmentmanagement #finance
Investment IQ
Investment Management
Investment intelligence to help you make better decisions
About us
Our aim is simple: we make it easy for pensions and wealth management professionals to access the latest thought leadership content, all from a single source. Using Investment IQ's search facility, our members discover the latest articles, reports, research, white papers, videos and more. Investment IQ is part of Incisive Media, the company behind well-known brands like Investment Week, Professional Adviser and Professional Pensions.
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- Investment Management
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- 51-200 employees
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- London
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- financial advice, financial advisers, pensions, wealth management, fund selection, IFA, esg, fixed income, and alternatives
Updates
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From Investment IQ. Europe-domiciled long-term funds recorded their best month of 2024 in October, attracting €62.6 billion in net inflows, according to Morningstar data. 🔗 Read the full article on Investment IQ: https://incm.pub/3Zus5oh #investing #assetmanagement #wealthmanagement #finance
October fund flows hit record highs in Europe
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From Investment IQ, A fund might have a sustainable tag, but its meaning varies vastly from fund to fund, with differentiating nuances of green spread across endless investing goals. Consistency of returns is also a major factor. Morningstar has rated 42 different sustainable funds with a High or Gold rating. 🔗 Read the full article on Investment IQ: https://incm.pub/3CKODrZ #financialadviser #investment #investmentmanagement #finance
Gold-rated sustainable funds with the strongest returns
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From Investment IQ. Global small-cap stocks are offering compelling diversification opportunities for investors, with valuation discounts relative to larger caps at their highest in 20 years. These equities, often overlooked in favour of larger companies, enhance portfolio diversification by reducing concentration risk. Vanguard 🔗 Read the full article on Investment IQ: https://incm.pub/4g5sgeV #financialadviser #investment #investmentmanagement #finance
Global small-caps: Diversification at a discount
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From Investment IQ. In the UK and Europe value stocks have been beating growth across all elements of the market cap spectrum since the Covid vaccination breakthroughs in November 2020 – a clear turning point for equity markets. In the US, growth is outperforming but this is largely down to the Magnificent Seven – but these could be the ‘last shoe to drop’. Redwheel 🔗 Read the full article on Investment IQ: https://incm.pub/41exQaC #investing #assetmanagement #wealthmanagement #finance
Value investing is working again
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From Investment IQ. State Street Global Advisors’ ambition is to disrupt the existing LDI industry through its innovative and technology-led approach to LDI portfolio management and meet the ever-changing needs of pension schemes in volatile markets. Here, the group explains why. 🔗 Read the full article on Investment IQ: https://incm.pub/3V9sGsQ #pensions #pensionscheme #employeepension #finance #retirement
Disrupting the LDI industry
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From Investment IQ. The stewardship landscape is shifting towards greater democratisation, with a focus on aligning investor values with corporate governance practices. Discussions led by industry leaders highlight a transformative trend towards client-directed voting, enabling investors to have a stronger voice in proxy decisions. Pass-through voting platforms and multi-track engagement policies are paving the way for a more personalised approach to stewardship, addressing misalignments in traditional voting practices. LGT Wealth Management. 🔗 Read the full article on Investment IQ: https://incm.pub/3B13E8w #investing #assetmanagement #wealthmanagement #finance
How stewardship practices are evolving in 2024
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From Investment IQ. Emerging market sovereigns that have restructured their debt present a new set of opportunities for fixed income investors. Countries like Zambia, Ghana, and Sri Lanka have posted strong returns following recent restructurings, with innovative bond features tied to economic performance. Vanguard 🔗 Read the full article on Investment IQ: https://incm.pub/4fK4tkW #investing #assetmanagement #wealthmanagement #finance
Distressed EM bonds: New opportunities for active investors
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From Investment IQ. Value investing requires patience and a willingness to embrace inactivity at times, a lesson highlighted through an unlikely source—cartoon bears. These characters teach us the value of waiting for the right moment rather than acting hastily. For investors, this approach translates into holding strong positions and resisting the urge to trade too frequently, allowing time for value to be realized. By focusing on long-term outcomes and avoiding short-term noise, patient investors can uncover significant opportunities. Redwheel 🔗 Read the full article on Investment IQ: https://incm.pub/3BbUfuC #financialadviser #investment #investmentmanagement #finance
The art of waiting in value investing
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From Investment IQ. Total net inflows into ETFs and ETCs since the start of the has reached €188.3bn – almost €30bn more than the annual all-time record set in 202. With two months to go, 2024 is bound to be a new record-breaking year for the European ETF industry. Morningstar 🔗 Read the full article on Investment IQ: https://incm.pub/495tvss #investing #assetmanagement #wealthmanagement #finance
A record year for ETFs