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Forthcoming Event

Jake Moeller

Jake Moeller

Jake joined Thomson Reuters Lipper in 2013 as Head of UK & Ireland Research. He has over eighteen years experience as an expert in mutual fund research, fund-of-funds portfolio management and asset allocation strategies. He spent six years managing the fund-of-funds suite and guided fund platform at AIG and has been a mutual fund research specialist for Lloyds Banking Group, Towry and the Commonwealth Bank of Australia. Jake is a Chartered Member of the Chartered Institute of Securities & Investment (CISI) and a Senior Fellow of the Financial Services Institute of Australasia (Finsia).

Active and Passive Fund Flows in Europe

Although the active versus passive debate has been around virtually as long as mutual funds have existed, active fund houses in Europe have been subject to considerably more scrutiny over the last 12 months. The recent interim FCA Asset Management Market Study in the U.K. highlighted some key points on the ability of the active fund industry to add value...

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Fund Manager Briefing: TCW MetWest Total Return Bond Fund

TCW may not be a fund group overly familiar to European investors, despite forming in 1971. It does, however, enjoy considerable goodwill in the U.S. and the Middle East, especially following its acquisition of Metropolitan West Asset Management (MetWest) in 2010...

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Fund Manager Briefing: VT Tcam Absolute Return Portfolio

In the “Brexit debate”-induced atrophy that is currently gripping the U.K. funds industry, sales of funds in the Investment Association (IA) Targeted Absolute Return (TAR) sector have remained comparatively buoyant. The sector contains around £59 billion of assets as of the end of April 2016, with estimated net inflows of some £2.4 billion year to date (May 31, 2016)...

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Fund Manager Briefing: Baring Global Resources Fund

Resources and related stocks are probably not the easiest sell in the current environment. According to Thomson Reuters Lipper data, the 300 or so retail commodity-, metals-, and energy-themed funds registered for sale in the U.K. have collected only £350 million of net inflows in the six months to April 29, 2016.
This, however, doesn’t appear to be too much of a concern for Duncan Goodwin, the fund manager of Baring Global Resources Fund...

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The Sterling Strategic Bond Sector

The £30-billion Investment Association (IA) £ Strategic Bond sector is the fastest growing bond sector in the U.K. and contains nearly 70 funds. Net flows reached a recent annual peak in 2014 of nearly £8 billion, and despite a more recent slowing of demand the sector remains particularly popular with those investors for whom regular yield is paramount...

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Ethical Investing: Fund Manager Briefing with EdenTree Amity Sterling Bond Fund

Jake Moeller reviews highlights of a meeting on February 26, 2016, with Chris Hiorns, fund manager; David Katimbo-Mugwanya, fixed interest fund manager; and Philip Baker, head of retail distribution, EdenTree Investment Management...

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Fund Manager Briefing: SVS Church House Tenax Absolute Return Strategies Fund

Jake Moeller reviews highlights of a meeting with James Mahon, Chief Executive Officer of Church House Investment Management and co-manager of Tenax Absolute Return Strategies Fund on January 26, 2016.
Dorset-based Church House Investments has been quietly flying under the radar since 1999...

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Fund Manager Briefing: Aberdeen Asset Management’s Martin Gilbert

Since Aberdeen Asset Management was founded in 1983, it has grown to become one of the U.K.’s most prominent and successful fund management houses. However, it currently finds itself sailing in choppy waters. Emerging markets (EM), to which much of Aberdeen’s fortunes have been tethered, have dramatically fallen out of favor with investors...

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Reflecting on How Big European Equity Funds Performed in 2015

There are no hard and fast rules about when a fund becomes too big to manage–it hits a “capacity constraint” as it is known. It is left to an individual fund house to decide when it should close or “soft close” a fund in order to allow a manager the ability to generate alpha...

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Fund Manager Briefing: Mirabaud Equities Spain Fund

For the domestic investors of a country, a parochial geographical bias in equities is often expected or explicitly sought and outside of that, a broad-based geographical exposure suffices. A Spanish equities fund might then appear to have little to offer to investors outside the Iberian Peninsula...

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