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Weekly Updates

John Lappin

Our Industry Commentator with his top news links each week.

Big passive US fund managers resume stewardship meetings amid Trump ESG hostility

We continue to see the impact of President Trump’s very radical second term in office. There are political, economic and indeed investment implications. But is this one small sign of some things settling down a little?

BlackRock has resumed its stewardship meetings, as Corporate Adviser reports.

Both BlackRock and Vanguard had suspended stewardship activity as the Trump team at the SEC demands, raised questions over what tightening restrictions on ESG and stewardship activity in the US could mean for funds with ESG overlays.

There will still need to be questions certainly from interested advisers about what this may mean overall for the UK.

The FCA has defended the process by which Hartley Pensions bought the book of stricken Sipp provider Greyfriars four years before Hartley itself went into administration, as FTAdviser reports.

Because financial services is so connected to real life, there are times when key debates can involve an ethical and even philosophical element.

This weekend essay in Money Marketing is one such example from  Amanda Newman Smith debating the right for those who have had cancer for their condition to be forgotten in terms of how it relates to protection.

Trusts focused on UK equities are offering valuation upside and growing dividends at a discounted price, so what's not to like, asks analyst Stifel. A solution to worries about US concentration? New Model Adviser asks the question.

Inflation has risen to 3% as BBC News reports. Higher than predicted of course although a rise to some degree had been expected. Will it still fall significantly later in the year?

Social housing sales came in at just over 17,500 last year in England, tumbling by around 40% compared to the previous two years, Ministry of Housing, Communities and Local Government data has shown, a trend reported by Mortgage Strategy.

Mortgage rates do appear to still mostly be falling, again as Mortgage Strategy reports.

 

 

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