Is the IMF's UK revision a red flag for investors?

Is the IMF's UK revision a red flag for investors?...

The International Monetary Fund's decision to downgrade the UK's growth forecast for 2017 was likely a wake-up call for some investors. But is it a signal of more dire times ahead? Or just another year of mediocre growth?

Published : 25, Jul 2017
Is the FCA barking up the wrong tree over platforms?

Is the FCA barking up the wrong tree over platforms?...

The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.

Positivity meets uncertainty in a global equities dilemma

Positivity meets uncertainty in a global equities...Lock icon

Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.

Published : 21, Jul 2017
UK platform inquiry a ‘red herring’ says Novia CEO Vasilieff

UK platform inquiry a ‘red herring’ says Novia...Lock icon

The Financial Conduct Authority's (FCA) inquiry into online platforms risks focusing on the wrong issues and could fail to yield a good result for clients, according to industry expert and Novia chief executive Bill Vasilieff.

Published : 21, Jul 2017
ANALYSIS: Time for active funds to adapt or die

ANALYSIS: Time for active funds to adapt or die...

The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.

Published : 19, Jul 2017
ANALYSIS: The Bank of England's inflation conundrum

ANALYSIS: The Bank of England's inflation conundrum...

Hot on the heels of the US, the UK has reported weaker than expected inflation data and like its opposite number on the other side of the pond, the Bank of England is now faced with a quandary over rate rises.

Published : 18, Jul 2017
Property back in the black, but have lessons been learnt?

Property back in the black, but have lessons been...

Some 12 months on from the carnage open-ended property funds experienced in the wake of the Brexit vote, investors seem to be returning to the sector once more.

Published : 18, Jul 2017
UK pension transfer changes – what are the risks for advisers?

UK pension transfer changes – what are the risks...Lock icon

The FCA has proposed overhauling the rules for advising on DB to DC pension transfers. Rob Morris, partner at RPC, looks at the risks these changes create for financial advisers and their insurers.

Published : 17, Jul 2017
Offshore bond top-slicing - the devil is in the detail

Offshore bond top-slicing - the devil is in the...Lock icon

Advisers and clients could be caught unaware by a little-known change to offshore bond top-slicing, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

Analysis: Are performance fees a fair deal?

Analysis: Are performance fees a fair deal?

Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?

Published : 13, Jul 2017
ANALYSIS: Will wealth managers avoid scrutiny on charges?

ANALYSIS: Will wealth managers avoid scrutiny...

Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?

Published : 11, Jul 2017
ANALYSIS: Is it the right time to be piling into bonds?

ANALYSIS: Is it the right time to be piling into...

Portfolio advisers have been looking at equity market valuations rather nervously for some time, tilting towards less risky assets, taking profits and holding more cash.

Published : 10, Jul 2017
ANALYSIS: In the world of ESG how easy is it being green?

ANALYSIS: In the world of ESG how easy is it being...

With melting ice caps and dwindling fossil fuel reserves, it’s easy to see why some £87bn (€99bn, $112bn) of assets have been funnelled into ethical and sustainable funds – but how wary should investors be when opting to put money into these strategies?

Published : 6, Jul 2017
ANALYSIS: Income investors on alert as dividend cover plummets 

ANALYSIS: Income investors on alert as dividend...

UK income investors are on high alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.

Published : 3, Jul 2017
Top planning opportunities two years on from pension freedoms

Top planning opportunities two years on from pension...Lock icon

There are exciting new market opportunities for the taking, two years after the UK pension freedoms were introduced that raised customer awareness of the need for pension planning, says Matt Ward, communications director at AKG Financial Analytics

Published : 3, Jul 2017
ANALYSIS: Time for Carney to change the rate record

ANALYSIS: Time for Carney to change the rate record...

It turns out Mark Carney is a man for turning after all, and it's about time the bank governor realised the time has come to change tack with the UK economy.

Published : 29, Jun 2017
Life assurance and the digital fightback

Life assurance and the digital fightback

Life assurers are having to make big strides to catch up with advisers and mass market retail providers when it comes to digital innovation to meet growing expectations from high net worth individuals (HNWI), according to Lombard International Assurance's Aidan McClean.

Published : 29, Jun 2017
ANALYSIS: Brexit one year on

ANALYSIS: Brexit one year on

It has now been a year since the UK electorate made, as a British fund manager put it recently, “a huge strategic error of the like the country hasn’t experienced in maybe a century” by voting for Brexit.

Published : 26, Jun 2017
Political uncertainty boosts case for active over passive funds

Political uncertainty boosts case for active over...

Passive funds have performed strongly in recent years, benefitting from relatively low volatility and more accommodative monetary policy in most developed economies, says David Macdonald, VAM Funds'sales and marketing director.

Published : 26, Jun 2017
ANALYSIS: How are today's wealth managers using ETFs?

ANALYSIS: How are today's wealth managers using...

Wealth managers traditionally allocate meagre chunks of their portfolios to passive, but with assets in exchange-traded funds passing the $4trn (£3.2trn, €3.6trn) mark globally last month, that could be set to change.

Published : 22, Jun 2017

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UK platform inquiry a ‘red herring’ says Novia CEO Vasilieff
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