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
Reading the regulatory writing on the UAE wall

Reading the regulatory writing on the UAE wall...Lock icon

Regulatory changes in the United Arab Emirates pose a challenge to existing business models for IFAs in the region but Sean Kelleher at Mondial is one step ahead, and after years of hard work in preparing his business for the new requirements, he is ready to reap the rewards.

Published : 17, Jan 2017
Challenging short termism among investors

Challenging short termism among investors

After a year of political surprises, and more bumps in the road to come, Investec Wealth & Investment’s Chris Hill is gearing up his portfolios to take advantage of the inevitable market wobbles.

Published : 16, Jan 2017
Key financial planning tips for international advisers in 2017

Key financial planning tips for international...Lock icon

Opportunity knocks for financial advisers in 2017 as political, economic and regulatory turmoil leaves clients adrift in unknown territory and seeking advice, says Rachael Griffin, head of product law and financial planning at Old Mutual International.

Published : 12, Jan 2017
Asset managers and their very rosy outlook for 2017

Asset managers and their very rosy outlook for...

Asset managers see global economic growth accelerating this year, extending an eight-year equity bull market beyond 2017. Fund buyers, however, are a little more guarded.

Published : 11, Jan 2017
The value rally – are investors right to be bullish?

The value rally – are investors right to be bullish?...

After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?

Published : 5, Jan 2017
Lombard Int'l welcomes growing complexity in life products

Lombard Int'l welcomes growing complexity in life...Lock icon

Lombard International Assurance welcomes the increasing complexity in providing cross-border planning solutions for high net-worth families as it is their bread and butter, and one of the reasons the company has grown so successfully over the years.

Published : 22, Dec 2016
Natural resources investments begin to blossom

Natural resources investments begin to blossom...Lock icon

After five consecutive years of material negative returns, commodity-related investments have enjoyed a strong rally so far this year, outperforming the broader equity and fixed income markets.

Published : 16, Dec 2016
Singapore’s AAM on life after being acquired by Old Mutual

Singapore’s AAM on life after being acquired by...Lock icon

Old Mutual Wealth’s shock decision in February to buy AAM Advisory, the largest expat-focused IFA firm in Singapore, has in some ways felt like “having a tooth removed”, according to chief executive Matthew Dabbs.

Published : 9, Dec 2016
 Mike Webb on reviving Rathbones’ unit trust business post-Brexit

Mike Webb on reviving Rathbones’ unit trust business...Lock icon

Mike Webb talks about his mission to revitalise Rathbones’ unit trust business and the impact of the UK’s decision to leave the European Union

Published : 25, Nov 2016

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