ANALYSIS: Hard truths of a hard Brexit - you could foot the bill

ANALYSIS: Hard truths of a hard Brexit - you could...

Asset manager BlueBay has hit the headlines for shorting sterling on predictions of a likely ‘hard’ Brexit, but as an industry are we still burying our heads in the sand?

Published : 24, May 2017
ANALYSIS: Why SRI trackers have outperformed

ANALYSIS: Why SRI trackers have outperformed

Some sustainable index trackers have outperformed their plain vanilla peers since they were established a few years ago, while others haven't.

Published : 22, May 2017
The naked truth about MiFID II

The naked truth about MiFID IILock icon

The realities of Mifid II are beginning to dawn as advisers across Europe start to realise that commission transparency will be led by product providers, which could leave them feeling a bit exposed, says Shane Wood, business development manager for European IFA network OpesFidelio.

Published : 19, May 2017
ANALYSIS: EM outperformance – will the consensus hold?

ANALYSIS: EM outperformance – will the consensus...

There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.

Published : 19, May 2017
Why the US is 'priced for perfection'

Why the US is 'priced for perfection'Lock icon

Now the economic honeymoon period following Donald Trump’s election has ended, Noel O’Halloran says this is the time to take stock and reassess asset allocations.

Published : 17, May 2017
ANALYSIS: Are platforms facing an ‘existential crisis’?

ANALYSIS: Are platforms facing an ‘existential...

As certain platform businesses boomed in Q1 with year-on-year sales over 30% higher, others posted huge losses, begging the question: are they facing an “existential crisis”?

Published : 16, May 2017
ANALYSIS: How WannaCry makes cyber security a vital investment

ANALYSIS: How WannaCry makes cyber security a...

Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!

Published : 15, May 2017
ANALYSIS: Should you still buy into the emerging markets rally?

ANALYSIS: Should you still buy into the emerging...

Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows. An acceleration in global growth and the absence of immediate macro concerns seem to underpin the current rally, but there are some obvious elephants in the room.

Published : 10, May 2017
Warning to advisers that death tax fee hike could ‘reappear’

Warning to advisers that death tax fee hike could...

We are now weeks away from a UK general election in which opinion polls suggest the Conservatives will win with a sizeable majority, says Duncan Bailey, partner and head of private client of corporate and commercial law firm Brabners.

Published : 8, May 2017
ANALYSIS: Is the only thing to fear... fear itself?

ANALYSIS: Is the only thing to fear... fear itself?...

Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?

Published : 5, May 2017
ANALYSIS: The innovation to usurp active management

ANALYSIS: The innovation to usurp active management...

Multi-factor investing is being billed as the next big thing by asset managers eager to continue to weaponise passive management.

Published : 5, May 2017
Employee engagement key to IFA people management

Employee engagement key to IFA people management...Lock icon

Business owners often say their people are the key asset in their company, but in the IFA world it's even more important, argues Mike Leeson, head of international distribution development, Old Mutual Wealth.

Published : 4, May 2017
ANALYSIS: Why backing Europe is now a consensus call

ANALYSIS: Why backing Europe is now a consensus...

Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.

Published : 3, May 2017
ANALYSIS: Is now the time to go overweight oil majors?

ANALYSIS: Is now the time to go overweight oil...

The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?

Published : 2, May 2017
Why disputes over wills are on the increase

Why disputes over wills are on the increase

It is difficult to open a newspaper these days without reading about disinherited relatives challenging the will of a loved one alongside reports of a rise in the number of diagnoses of dementia being made, says Gareth Ledsham, partner at law firm Russell-Cooke.

Published : 2, May 2017
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

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