US equities: If you can’t beat them, join them

US equities: If you can’t beat them, join them...

European investors have been dismissing US equities as too expensive for a couple of years. But as the S&P 500 continues to outperform other equity markets, appetite for the asset class is again on the rise.

Published : 5, Sep 2016
Brexit impact extends well beyond Europe - RLAM's Greetham

Brexit impact extends well beyond Europe - RLAM's...

The Brexit vote has had a wider impact beyond the UK and Europe, temporarily derailing the US Federal Reserve’s plan to raise interest rates and allowing other governments to argue that there is a crisis under way that needs to be addressed with more forceful stimulus. Japan is a case in point.

Published : 2, Sep 2016
Emerging market debt: from devil to darling

Emerging market debt: from devil to darling

Emerging market bonds have undergone a remarkably quick transformation from one of the least loved asset classes to perhaps the most popular. This has been driven by the relative attractiveness of emerging market debt compared to developed market fixed income, but to what extent have the fundamentals of the asset class actually improved?

Published : 24, Aug 2016
Parallel distribution  - the model for a post-Brexit world

Parallel distribution - the model for a post-Brexit...

Legg Mason’s head of product strategy, Jaspal Sagger, and Justin Eede, the company's head of insitutional sales, are confident their ‘parallel’ distribution and product strategies will help them navigate any hazards these uncertain times may bring post-Brexit.

Published : 22, Aug 2016
Challenges mount for multi-asset managers

Challenges mount for multi-asset managers

The BNP Paribas multi-asset team tactic, in the current febrile environment, is to tread carefully in its search for alpha and let the fallout from Brexit, modest global growth and doubts over monetary policy play out.

Published : 18, Aug 2016
Emerging market equities: as compelling as they seem?

Emerging market equities: as compelling as they...

In August 2015, emerging market equities were in the midst of the most serious market correction since 2008. A year on, investors are more bullish than ever about the asset class. Is this radical change of mood justified?

Published : 15, Aug 2016
Solvency II 'life support' is a step in the wrong direction

Solvency II 'life support' is a step in the wrong...

Solvency II is a step in the wrong direction that will keep some companies alive that would be better giving themselves a decent burial and consolidating themselves out of the market now, according to industry consultant Ned Cazalet.

Published : 10, Aug 2016
Post-Brexit, sustained value seen in Europe stocks

Post-Brexit, sustained value seen in Europe stocks...

Despite fears triggered by Brexit, Neil Brown, manager of the Alliance Trust Sustainable Future Pan-European Equity Fund, is convinced the next five years in Europe will be better than the past five.

Published : 8, Aug 2016
Currencies: Swings and roundabouts

Currencies: Swings and roundabouts

Making a call on currencies can be make or break for a portfolio and as the global economy enters uncharted waters, managers are looking for signs of the next big swing

Published : 5, Aug 2016
Sustainable investing – is it time to consider ETFs?

Sustainable investing – is it time to consider...

Passive investing has made a rapid rise over the past couple of years. When it comes to sustainable investing, however, index-based funds are still relative newcomers.

Published : 22, Jul 2016
Aviva spreads its wings across the Asia Pacific region

Aviva spreads its wings across the Asia Pacific...

Aviva Investors’ Kevin Talbot outlines the importance of the company’s acquisition of Friends Provident International for the Republic of Singapore, Hong Kong and Australia.

Published : 19, Jul 2016
Unilife: Life cover out of Africa

Unilife: Life cover out of Africa

International life insurer Unilife has its roots firmly planted in Africa, but managing director Stephen Conway has his sights set on entering Europe as well as the changing face of the life market.

Published : 6, Jul 2016
Bouncing back: the changing fortunes of emerging markets

Bouncing back: the changing fortunes of emerging...

This year has marked a turnaround in the fortunes of emerging markets, driven by an increase in global risk appetite, a hike in commodity prices and an easing of concerns over the slowdown in the Chinese economy.

Published : 22, Jun 2016
Clients' great expectations challenge Sth African advisers

Clients' great expectations challenge Sth African...

South Africa’s leading independent financial advisers have called on the sector to embrace change to meet the great expectations of the next generation of clients and regulators.

Published : 15, Jun 2016
How to maximise pension benefits with Qrops - Boal & Co

How to maximise pension benefits with Qrops -...

Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.

Published : 13, Jun 2016
Robo-advice: Are you 0110101 joking?

Robo-advice: Are you 0110101 joking?

“Dave, this conversation can serve no purpose anymore. Goodbye.” Those immortal words from Hal, the computer in Stanley Kubrick’s film ‘2001: A Space Odyssey’ had massive ramifications for the spaceship’s crew member and could be a portend (albeit fictional) for the way robo-advice may be taking us.

Published : 6, Jun 2016
Portugal: the safe haven in the sun

Portugal: the safe haven in the sun

Increasing numbers of high-value professionals are benefiting from bilateral double-tax agreements that offer Portuguese non-habitual residents qualifying income tax-free in a safe haven.

Published : 17, May 2016
TMI's Gelling on building a European distribution model

TMI's Gelling on building a European distribution...

Carolyn Gelling, head of collective investment funds at Thomas Miller Investment, explains how the company has restructured its funds business in Europe and embraced a straightforward, transparent model

Published : 5, May 2016
Asset Allocator: Pragmatism in the face of volatility

Asset Allocator: Pragmatism in the face of volatility...

Markets have experienced some savage volatility of late but Cazenove’s Nick Georgiadis is adamant a pragmatic philosophy can turn up underlying economic growth.

Published : 28, Apr 2016
Dubai regulator fines insurer for sales outside permitted zone
Dubai regulator fines...

The Dubai Financial Services Authority (DFSA) has cracked...

Novia Global expands into Middle East, teams up with PWS
Novia Global expands...

Novia Global, the international platform arm of UK-based...

Australian regulator ends legal case against two LM directors
Australian regulator...

The Australian corporate regulator has abandoned a...

Why wealth managers need to change their business models
Why wealth managers need...

Faced with an increasing pressure on margins and the...

HMRC wins latest battle against adviser's £916m tax-dodging scams
HMRC wins latest battle...

The UK tax office has won its tenth legal case against...

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