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 on

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'

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...

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?...

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...

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...

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...

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...

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...

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...

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...

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
Momentum’s Klempster on outcome-based asset allocation

Momentum’s Klempster on outcome-based asset allocation...

James Klempster says the three Momentum Factor multi-asset funds are more aligned to clients’ real-world outcomes than their traditional counterparts

Published : 24, Nov 2016
Asian equities rise but volatility to remain

Asian equities rise but volatility to remain

Asian equities have rallied in the third quarter of the year with a strong performance from technology, but volatility is likely to remain

Published : 15, Nov 2016
Don’t underestimate the US growth engine – Slater

Don’t underestimate the US growth engine – Slater...

Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so

Published : 14, Nov 2016
Legg Mason’s Bauman on the US growth fund for risk-lovers

Legg Mason’s Bauman on the US growth fund for...

Legg Mason’s Evan Bauman talks about letting value dictate his contrarian approach to co-managing the US Aggressive Growth Fund and the importance of hand holding.

Published : 8, Nov 2016
Asia ex-Japan equities bloom but volatility lurks

Asia ex-Japan equities bloom but volatility lurks...

Asian equities have enjoyed a good rally in the third quarter of this year, with a strong performance from technology stocks, but volatility is likely to remain, says Lena Tsymbaluk, research analyst at Morningstar

Published : 31, Oct 2016

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