Weekly Fund Distribution Notes – 18 February 2025

5th March 2025

Money isn’t standing still – it never does. AI keeps inflating equity dreams, private credit is showing its initial cracks, gold has stolen the spotlight, and ETFs move from record to record. Private bank CIOs adjust allocations, regulators taking a closer look as liquidity keeps flooding every open door. Momentum is still the name of […]

As always, the most important mandate and fund selector news. While average operative margins in the asset management sector appear to be improving again, it is the speed between winners and losers which becomes more and more interesting. Last but not least, the base ingredients for real growth strategies. Contact us for full access.

A number of pieces of interesting mandate news. What does it take to win a private markets partnership with Deutsche Bank? Boom or bust? AM industry forecasts keep fascinating us. Last but not least, is the golden age of marketing about to begin? Yes, if only … Contact us for full access.

Are European investors really returning to US equity funds, as suggested by August flow data? Worth taking a closer look. Also, like always, the most important mandate, partnership and fund selector news. Contact us for full access.

Rumble in the mandate jungle. ESG is back in town (and never really left). AI, a potentially brilliant facilitator, but a long way from taking over asset management. Also, the war for (non-AI) talent and the importance of understanding the data behind data.  Contact us for full access.

Big, very big numbers from the mandate side. Amid the flurry of launches in the active ETF space, one new arrival in particular has managed to stand out and capture our attention. Although progress is undeniable, women in fund management remain significantly underrepresented. Last but not least, calling it communication is generous, most of it […]

August wasn’t all about hanging loose on the beach, enjoying the dolce vita. In fact, the month was not short of market relevant events, allocation calls and interesting and also thought-provoking buy-side news. Last but not least, don’t forget to hug your fund managers.  Contact us for full access.

We are in summer, beaches here are packed and fund buyer news slow down – hopefully recovering from the challenging first 7 months of the year. Naturally, fund selectors, asset allocators and asset owners alike needed to revise their base scenarios for 2025 and asset allocation going forward. High octane active equity, active fixed income […]

Few winners take it all in a number of fund categories and when it comes to current product hypes like evergreen funds and active ETFs. Also, some fund selector news and private equity firms flipping assets to themselves via so-called continuation funds in record numbers. Last but not least, concerns on current US valuation levels, […]

Some great tier one fund selector interviews and various key player insights from Citywire Selector. Also, some interesting active / passive and fund level flow insights from June and the first half of the year. Contact us for full access.