As gold has reached new all-time highs and is making headlines once again, the question on some investors’ minds is whether there is a role for an allocation to this precious metal as part of a wider investment portfolio. In the following post we outline ebi’s views on this topic.
Our latest market commentary covers the drivers of market conditions across 2023, along with factor, asset class, and portfolio returns.
It has been another busy year for ebi. Here are some of the highlights from 2023.
Introduction The last couple of weeks have seen further pain in the UK open-ended property fund market. On 19th October, fund manager M&G announced that it would be closing its £565m Property Portfolio fund, due to “declining retail investor interest across this fund structure”. This means that daily dealing into and out of the fund has been halted, and the fund will enter the winding-up process – selling underlying assets and returning the AUM remaining…
Adopting a factor based approach in a recessionary environment.
This blog explores the reasons why long-term passive investors may prefer to hold bonds over cash in their portfolio, despite the high rates currently on offer through cash savings accounts.
This blog post covers the announcement made by Fitch Ratings on August 1st regarding the downgrade of the U.S. debt rating from AAA to AA+, the reasons behind the downgrade, and the benefits of maintaining a higher credit rating.
We’re delighted to hit this milestone, having doubled our AUM in just over 2.5 years, making ebi one of the fastest growing DFMs in the country!
