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
The turning tide of global equities

The turning tide of global equities

Despite a gloomy beginning to the year, global equities have started to outshine the backdrop of economic malaise that threatened their upward trajectory, with the index delivering 19.2%

Published : 21, Oct 2016
The clock is ticking for UK non-doms on IHT property rule

The clock is ticking for UK non-doms on IHT property...

Now is the time for advisers to help their non-UK-domiciled clients tackle the radical changes set to restrict tax benefits on indirect property holdings, says FPI's Brendan Harper.

Published : 18, Oct 2016
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

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