Analysis

Best Practice | analysis 30 Jan 17

In this second instalment on Qnups in wealth planning, the director of Isle of Man-based pension provider Optimus, Martin Hall, runs through a case study where Qnups are the right solution for the client.

Emerging Markets | analysis 25 Jan 17

In 2016, emerging market debt staged a spectacular recovery following a dreadful performance in 2015. However, it is important to make a distinction, between local and hard currency bonds, says Morningstar analyst Carlos Gonzalez-Lucar.

Best Practice | analysis 23 Jan 17

In this first instalment of a two-part series on Qnups in wealth planning, director of Isle of Man-based pension provider Optimus, Martin Hall says the retirement solutions are great for those restricted by the dwindling lifetime allowance cap.

Equities | analysis 17 Jan 17

The so called “Trump bump“, which sent the S&P 500 index of US shares to new highs at the end of last year, has caused many in the markets to become fearful of further gains, but Raymond James chief investment strategist Jeffrey Saut believes we may only be in the early stages of a bull run.

Best Practice | analysis 9 Jan 17

Providing best advice in a transparent way, with explicit contracts so that a client expectations are met, is a good starting point for this journey, says James Pearcy-Caldwell, co-founder of Aisa International.