ANALYSIS: Is now the time to invest in active US equity funds?

ANALYSIS: Is now the time to invest in active...

After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump's first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?

Published : 27, Apr 2017
ANALYSIS: The European funds to back if bank rally continues

ANALYSIS: The European funds to back if bank rally...

European shares have rallied strongly on the outcome of the first round of France’s presidential election, but which funds stand to do best from the change in sentiment towards the region?

Published : 24, Apr 2017
M&A: the 'new normal' in UK asset management

M&A: the 'new normal' in UK asset management

The merger of Standard Life and Aberdeen is a sign of the times in asset manager consolidation, but who will be the winners and losers from the trend?

Published : 21, Apr 2017
Europe ex UK funds beat index over three key timescales

Europe ex UK funds beat index over three key timescales...Lock icon

The average European ex UK fund performance suggests that active managers added value over three, five, and 10 years, despite 2016 being a tough period for active European ex UK funds after the strong outperformance of the previous 12 months.

Published : 21, Apr 2017
ANALYSIS: Does snap election signal time to cut UK equities?

ANALYSIS: Does snap election signal time to cut...

The murky state of UK politics is cementing wealth manager and asset allocator aversion to the domestic equity market with exposures continuing to shrink.

Published : 19, Apr 2017
Perfect Storm: UAE advisers must adapt to regulatory truth

Perfect Storm: UAE advisers must adapt to regulatory...Lock icon

The scale of regulatory change facing advisers in the Middle East will force major changes on the advisory industry and survival will require the interests of customer, distributor and provider to become more aligned, argues David Thompson of FPI.

Revisiting retirement plans after the Qrops tax bombshell

Revisiting retirement plans after the Qrops tax...

Chancellor Philip Hammond’s Spring Budget contained a game-changing announcement in relation to UK pension transfers to overseas schemes, says Brendhan Harper, head of technical services at Friends Provident International.

Published : 17, Apr 2017
ANALYSIS: Investment strategies ahead of the French election

ANALYSIS: Investment strategies ahead of the French...

The first round of the French election is just a few days away. So what are investors doing to protect against another potential shock victory and near-term volatility?

Published : 13, Apr 2017
Advice businesses must adapt to survive and thrive

Advice businesses must adapt to survive and thrive...Lock icon

Changes in regulation coupled with a transformation in client expectations and increased use of technology means financial advisers need to review their business model to ensure they have a business that is future fit, says Old Mutual Wealth's Mike Leeson.

Harness ‘animal spirits’ for investment success

Harness ‘animal spirits’ for investment success...

Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.

Published : 12, Apr 2017
ANALYSIS: Return of volatility concerns wealth managers

ANALYSIS: Return of volatility concerns wealth...

The US airstrike on Syria and disappointing jobs data immediately brought down markets last week, and investment managers are beginning to protect their portfolios against more of the same.

Published : 7, Apr 2017
Most European insurers ignore responsible investment criteria

Most European insurers ignore responsible investment...

Only one-in-three European insurance companies take environmental, social and governance (ESG) criteria into account when investing, and most of these do so because of regulatory pressure, according to a survey by Axa IM.

Published : 6, Apr 2017
ANALYSIS: Protectionist US policies no threat to China

ANALYSIS: Protectionist US policies no threat...

The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.

Published : 4, Apr 2017
Why a high conviction strategy suits the times

Why a high conviction strategy suits the times...Lock icon

If 2016 taught investors anything it was that the market’s response to macroeconomic events is unpredictable at best. History tells us Donald Trump’s election and the Brexit vote should have derailed markets, but they proved remarkably resilient.

Published : 31, Mar 2017
UAE could face a ‘Hong Kong-style’ life sales slump

UAE could face a ‘Hong Kong-style’ life sales...Lock icon

Asia has traditionally been the principal market outside the UK for international life business but growth in sales from the two key regional hubs of Hong Kong and Singapore has come to a halt, says Provisca founder Bryan Low.

Published : 30, Mar 2017
Markets shrug off May’s Article 50 notification – are they right?

Markets shrug off May’s Article 50 notification...

UK prime minister Theresa May picked an early fight with EU leaders in her letter formally triggering the UK's Brexit process though bond, equity and currency markets hardly responded. But perhaps they should have.

Published : 29, Mar 2017
ANALYSIS: Europe the saviour as US market slumps?

ANALYSIS: Europe the saviour as US market slumps?...Lock icon

Although European stocks have gotten caught in the cross-hairs of Wednesday's Trump trade downturn, with the earnings recovery underway, it would be a mistake for investors to discount them.

Published : 22, Mar 2017
Why the new Qrops five-year circumstance change is critical

Why the new Qrops five-year circumstance change...

Many advisers woke up last Thursday morning aware their pipeline Qrops business had just been vastly reduced, says James Pearcy-Caldwell, co-founder of fee-based adviser Aisa International.

Published : 15, Mar 2017
Quilter's bets on 'Trump lite'; remains wary of 'dark Donald'

Quilter's bets on 'Trump lite'; remains wary of...Lock icon

Quilter Cheviot’s Alan McIntosh is optimistic about what president Trump will mean for markets but with Brexit and European elections still to come this year, he is hedging some of his bets.

Published : 13, Mar 2017
How French succession law works

How French succession law works

While there are many benefits to living in France, estate planning is not one of them, explains Jason Porter, director of European IFA firm Blevins Franks. After taking a look at succession tax last week, this week he breaks down succession laws that are complex, and which many feel are unfair.

Published : 10, Mar 2017

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