AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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AJ Bell
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Weekly Outlook: Netflix results and Burberry trading update
Key events for wealth managers in the week beginning 20 January
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Weekly Outlook: Ocado and Dunelm Christmas trading update
Key events for wealth managers in the week beginning 13 January
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Terry Smith defends Fundsmith Equity record after fourth year of underperformance
The £22.5bn fund rose by 8.9% in 2024, trailing both the MSCI World Index, up 20.8%, and the IA Global sector average of 12.6%
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30-year gilt yields hit 27-year high
While 10-year gilts reached 2008 levels, causing concern over the state of public finances
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Weekly Outlook: UK retail figures and M&S Christmas trading update
Key events for wealth managers for the week beginning 6 January
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AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade
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Weekly Outlook: UK inflation and interest rate decisions
Key events for wealth managers in the week of 16 December
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The 18 UK stocks outpacing the S&P 500
NatWest and Rolls-Royce lead returns while JD Sports and B&M sink to the bottom
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Weekly Outlook: British American Tobacco and Currys figures
Key events for wealth managers in the week beginning 9 December
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AJ Bell profits rocket 29% in record performance
AJ Bell Investments grew AUM by 45%
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Weekly Outlook: US employment data and Berkeley results
Key events for wealth managers in the week beginning 2 December