Investment strategies to get through Brexit

Investment strategies to get through Brexit

Prospects for the UK may be less than clear before Brexit negotiations begin, but what can be agreed is that opinion is divided when it comes to UK assets.

Published : 21, Feb 2017
Top five market-shaping investment themes

Top five market-shaping investment themes

David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.

Published : 20, Feb 2017
How strong ethics can help overcome distrust

How strong ethics can help overcome distrust

With perception often speaking louder than truth, Simon Webley, research director for the Institute of Business Ethics, believes preservation of trust within a business, externally and internally, must be a top priority for management.

Published : 16, Feb 2017
ANALYSIS: Time to worry about inflation?

ANALYSIS: Time to worry about inflation?

Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?

Published : 14, Feb 2017
Sorting through the winners and losers post-Dodd Frank

Sorting through the winners and losers post-Dodd...

The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.

Published : 9, Feb 2017
Newcomer Japanese funds to watch

Newcomer Japanese funds to watch

Investors in the Japanese stock market benefited from currency fluctuations in 2016 and the outlook for 2017 appears favourable, too.

Published : 7, Feb 2017
Japanese funds to watch based on their three-year performance

Japanese funds to watch based on their three-year...

Small-caps, a buying-and-holding approach, and unrestricted use of equities are some of the fund strategies to watch in Japan, according to Morningstar investment research analyst Lena Tsymbaluk.

Published : 7, Feb 2017
Why life insurance wrappers still benefit expats in the UAE

Why life insurance wrappers still benefit expats...

The benefits of life insurance wrappers still outweigh direct investment in funds for expatriate customers in the UAE despite the significant regulatory change underway, says Philip Cernik of Friends Provident International.

Time to top up on European equities?

Time to top up on European equities?

Recent eurozone data has certainly given investors something to think about. Should the action that follows this thinking be to increase the weighting of European equities in their portfolios?  

Published : 31, Jan 2017
Qnups in retirement planning: a case study on Peter

Qnups in retirement planning: a case study on...

In this second instalment on Qnups in wealth planning, the director of Isle of Man-based pension provider Optimus, Martin Hall, runs through a case study where Qnups are the right solution for the client.

Published : 30, Jan 2017
Opportunities follow EM debt rebound but caution urged

Opportunities follow EM debt rebound but caution...

In 2016, emerging market debt staged a spectacular recovery following a dreadful performance in 2015. However, it is important to make a distinction, between local and hard currency bonds, says Morningstar analyst Carlos Gonzalez-Lucar.

Published : 25, Jan 2017
Using Qnups in retirement wealth planning

Using Qnups in retirement wealth planning

In this first instalment of a two-part series on Qnups in wealth planning, director of Isle of Man-based pension provider Optimus, Martin Hall says the retirement solutions are great for those restricted by the dwindling lifetime allowance cap.

Published : 23, Jan 2017
Trump bump may have long legs – a bull’s view

Trump bump may have long legs – a bull’s view

The so called “Trump bump“, which sent the S&P 500 index of US shares to new highs at the end of last year, has caused many in the markets to become fearful of further gains, but Raymond James chief investment strategist Jeffrey Saut believes we may only be in the early stages of a bull run.

Published : 17, Jan 2017
What it takes to make a successful adviser business

What it takes to make a successful adviser business...

Providing best advice in a transparent way, with explicit contracts so that a client expectations are met, is a good starting point for this journey, says James Pearcy-Caldwell, co-founder of Aisa International.

Published : 9, Jan 2017
Uncovering stances on business ethics among advisers globally

Uncovering stances on business ethics among advisers...

Tricky ethical scenarios faced by financial advisers around the world who take part in the Chartered Institute for Securities & Investment’s integrity-based workshops show some fascinating trends, says Rebecca Doodson, CISI's manager of ethics and integrity.

Published : 5, Jan 2017
Israel proves countries must innovate to accumulate

Israel proves countries must innovate to accumulate...

Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.

Published : 22, Dec 2016
Analysis: New investment landscape for 2017

Analysis: New investment landscape for 2017

Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.

Published : 20, Dec 2016
ANALYSIS: US equities the ultimate refuge as 2016 winds downs?

ANALYSIS: US equities the ultimate refuge as 2016...

As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?

Published : 19, Dec 2016
Analysis: The absolute return conundrum

Analysis: The absolute return conundrum

There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?

Published : 16, Dec 2016
ANALYSIS: Out-of-step Alliance Trust divides analysts with review

ANALYSIS: Out-of-step Alliance Trust divides analysts...

Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.

Published : 15, Dec 2016

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