Dewi John

@ProfBrianCox @Helen_Atchison Aliens clearly neither wheat nor dairy intolerant. Important info

@Helen_Atchison Why is it always farms ?

I keep being asked what I make of the UFO thing in Congress yesterday, so here it is: I watched a few clips and saw some people who seemed to believe stuff saying extraordinary things without presenting extraordinary evidence. Therefore I have nothing more to say, other than: It would be great if true - it would take a bit of the pressure off our civilisation if we weren’t the only means within the Milky Way by which the Universe understands itself. Sadly, as of today, I still feel that pressure, so can we perhaps focus on not messing our world up rather than hoping that, to paraphrase Sagan, someone will float down to save us from ourselves.

The IA Flexible Investment sector’s outperformance relative to other mixed investment classifications is linked to a systematically higher equity exposure. Insight from @DewiJohn3: refini.tv/3K5bEGC #funds #fundinsights

The trend of using #ETFs as a distribution channel for actively managed products has only established itself in the US, but fund promoters in Europe are also considering offering their products and strategies as ETFs. refini.tv/46gTGKZ #funds #fundinsights @DetlefGlow

#ESG mixed-assets #funds have had a tough time attracting money over the past three quarters. This seems to be an issue specific to them rather than a spillover from either mixed-assets or ESG. Insight from @DewiJohn3: refini.tv/3pu0iow #fundinsights

#Lipper mid-year investment outlook: Four key trends moving markets. refini.tv/43TdWk6 #funds #fundinsights @DewiJohn3 @TomRoseen @DetlefGlow @JackRFischer

.@DewiJohn3 uses the #Lipper Leaders scoring system to analyse the best performing funds in the IA Japan sector. refini.tv/3Nw8I87 #funds #fundinsights

Far from monopoly: why investors shouldn’t fear asset management consolidation any time soon. Insight from @DewiJohn3. refini.tv/3MMWpmo #funds #fundinsights

The pattern of UK share ownership has changed significantly. Until the early 1960s, UK individuals owned more than half the UK stock market. Three decades later, pension and insurance funds held the majority. Insight from @DewiJohn3: refini.tv/3N2GgKM #funds #fundinsights

UK #equity income goes from red to black, with the turnaround driven by strong sales for JOHCM fund. Analysis from @DewiJohn3: refini.tv/3OCVhEr #funds #fundinsights #EverythingFlows

UK equity income turnaround driven by strong sales for JOHCM fund lipperalpha.refinitiv.com/reports/2023/0…

Using the #LipperLeaders scoring system to analyse the best performing funds in the IA Global #Equity_Income sector. lipperalpha.refinitiv.com/2023/05/global…

The US debt-ceiling standoff has pushed #ETF and mutual fund investors toward safe-haven plays. Insight from @TomRoseen: refini.tv/3LL2LCo #funds #fundinsights

Year to date, the top three indices out of the MSCI, FTSE UK, and Russell 1000 and 2000 #Growth and #Value indices are all growth, reversing last year's trend. What’s going on? lipperalpha.refinitiv.com/2023/05/the-st…

Total net flows, excluding money market #funds, for the UK for Q1 2023 were -£6.69bn with inflows of £4.12bn to sustainable funds. Sustainable equity took the best part of this: £3.81bn. Analysis from @DewiJohn3: refini.tv/40WBHWh #EverythingGreenFlows #fundinsights

Long-term sustainable funds attracted £4.11bn in Q1 2023, £3.81bn to equity funds, as their conventional peers took in £2.58bn. #ESG #sustainableinvesting lipperalpha.refinitiv.com/reports/2023/0…

Equity indices took a dive in March, then began the climb back from mid-month. Despite the turmoil with financials, equity #funds were positive for the first time since December. #fundflows insight from @DewiJohn3: refini.tv/3HgDNJH #fundinsights #EverythingFlows

Old-fashioned dividend payers are coming back into style. Fund analysis from @DewiJohn3: refini.tv/3Ab6vaJ #funds #fundinsights

Markets are anticipated to be experiencing heightened #volatility and stock dispersal. These are supposed to be conditions favouring active management: a thesis #Lipper tested across funds tracking four large global equity indices. refinitiv.com/perspectives/m…

#Dividends are important again, even if investors have yet to be convinced of the importance of the UK equity market as a source for this, despite it paying a higher dividend as a percentage than other stock markets.  #investment #funds lipperalpha.refinitiv.com/2023/04/old-fa…

Volatility can be the stock picker’s friend. @DewiJohn3 has insight: refini.tv/404Zrqy #funds #fundinsights