Economics of ESG investing driving demand in Europe

Economics of ESG investing driving demand in Europe...

A growing number of institutional investors in Europe are embedding ESG analysis in their investment processes in response to regulatory pressure, consumer demand and a rising appetite for new sources of investment signals.

Published : 16, Aug 2017
Analysis: Sailing the macro winds in Japanese equities

Analysis: Sailing the macro winds in Japanese...

Japanese equity fund net inflows by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also jumping on board with the asset class, but why?

Published : 31, Jul 2017
Emerging market growth funds make a comeback

Emerging market growth funds make a comebackLock icon

Emerging markets are increasingly attractive but selecting the right fund is the key to performance, according to Morningstar.

Published : 24, Jul 2017
Recession risk is on the rise – the key factors to watch

Recession risk is on the rise – the key factors...Lock icon

While markets could remain complacent and expensive for a long time, recession risk is rising, says asset manager Robeco. Fidelity is also increasingly cautious, expecting “the longest equity bull market since World War II” to end within 18 months.

Published : 6, Jul 2017
How to build a successful advice business

How to build a successful advice businessLock icon

Building a successful advice business is not rocket science but it does require a clear vision, strategic objectives and the adoption of big data. Old Mutual Wealth's head of international distribution development, Mike Leeson, offers a road map to success.

Published : 27, Jun 2017
Frontier markets – is it still an asset class?

Frontier markets – is it still an asset class?...

With a string of countries having been promoted from frontier market to emerging market by index provider MSCI in recent years, investors need to ask themselves the question: are frontier markets still a viable asset class? And if they aren’t, is that actually a problem?

Published : 19, Jun 2017
Bupa’s US healthcare strategy key as Obamacare future in doubt

Bupa’s US healthcare strategy key as Obamacare...Lock icon

Bupa Global managing director Sheldon Kenton talks about the unwinding of Obamacare under president Trump, trends in cross-border business, and the importance of partnerships.

Published : 19, Jun 2017
Professionals are the future of South African advice

Professionals are the future of South African...

With game-changing regulation on the horizon, Kieron McRae, development and brand director at South African advice firm Carrick Wealth, talks about how the industry and can only thrive by becoming more professional and investing in training the next generation of advisers.

Published : 9, Jun 2017
Why advisers need to ‘keep their mouths shut’

Why advisers need to ‘keep their mouths shut’Lock icon

Award-winning adviser and author Deena Katz outlines the importance of conversation, academic training and the rise of fee-based advice in the US.

Published : 8, May 2017
ANALYSIS: All stars aligned for European equities

ANALYSIS: All stars aligned for European equities...Lock icon

The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.

Published : 25, Apr 2017
MacDonald on Architas’ use of 'high conviction' funds

MacDonald on Architas’ use of 'high conviction'...Lock icon

Cautious on equities and fixed income, Sheldon MacDonald prefers funds with high conviction, as he seeks stability over the long term rather than quick gains on the upside.

Published : 24, Apr 2017
Critical illness cover the next big opportunity for advisers

Critical illness cover the next big opportunity...Lock icon

Imagine your client owned a goose that laid a golden egg every month, says Chris Bagnall, chief underwriting officer and head of claims at Zurich International Life.

Published : 24, Mar 2017
ANALYSIS: Fixed maturity funds – Has the opportunity passed?

ANALYSIS: Fixed maturity funds – Has the opportunity...

2016 saw some highly successful launches of fixed maturity bond funds as investors took the opportunity to lock in attractive yields combined with reduced duration risk. But are such products still worth buying now, with credit spreads having sunk below their long-time average?

Published : 22, Mar 2017
US equity bull market to keep on rolling: Morningstar

US equity bull market to keep on rolling: Morningstar...Lock icon

After a slow start, US equities gathered steam towards the end of 2016 to become the sector's best performer, a sign that the durable US bull market keep on rolling.

Published : 2, Mar 2017
US equities – the Trump honeymoon period continues

US equities – the Trump honeymoon period continues...

A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?

Published : 22, Feb 2017
The benefits of buying cheap and holding on

The benefits of buying cheap and holding onLock icon

Specialist wealth manager Saunderson House used its valuation principles to place some bold bets in 2016 and, though the wait may have proved uncomfortable, the moves paid off, says investment director Chris Sexton.

Published : 22, Feb 2017
Disclosure is a benefit, 'not an enemy'

Disclosure is a benefit, 'not an enemy'Lock icon

Having avoided the high commission trap, Isle of Man-headquartered IOMA Group is well placed to thrive in the new world of fee disclosure and transparency, says managing director Chris Kenning.

Published : 9, Feb 2017
The next phase for part surrenders of offshore life bonds

The next phase for part surrenders of offshore...Lock icon

The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.

Published : 8, Feb 2017
The populist uprising - what's the impact on investors?

The populist uprising - what's the impact on investors?...Lock icon

Once the preserve of the left, anti-globalisation sentiment has crossed over to the mainstream. Is the populist swing away from globalism a blip, or something more permanent? And what will be the impact on investors?

Published : 24, Jan 2017
SEB Life Intl targets European growth after Nordic dominance

SEB Life Intl targets European growth after Nordic...Lock icon

Having uprooted and moved lock, stock and barrel from Sweden to Dublin in June 2015, SEB Life International’s managing director Peder Nateus has embraced both local high-contact sports and the life insurer’s focus on Europe.

Published : 20, Jan 2017

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