Investment Commentary

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Island Time: Slow Bond Investing

Torcail Stewart, investment manager in Baillie Gifford’s Credit team, wants those who are investing in bonds to slow down and take some tips from Island living. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: Investors must hold bad bosses to account

Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership. more...

Investment News for Financial Advisers & Paraplanners - Schroders: Has value investing been disrupted?

Disruption is a major theme in stock markets today with companies such as Amazon and Uber challenging the traditional approach to their respective industries. Such companies are an example of so-called "growth" stocks, with investors attracted by their prospects for expansion and future revenue growth. more...

Investment News for Financial Advisers & Paraplanners - Seneca:Active management and the predictability of markets #2: Robert Shiller

This is the second in a series of four of my investment letters dedicated to active management, focussing on some of the key figures involved in the study of market predictabilities. Having last month written about the “father of modern finance”, Eugene Fama, this month I take a look at Yale economist, Robert Shiller. more...

DFM update for Financial Advisers and Paraplanners - Rathbones: The value of DFM

While partnering with a Discretionary Fund Manager is an established investment discipline, there’s been virtually no hard data on how advisers who’ve adopted it have performed against non-adopters. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A Spotlight On: Global Equity Income

As at the end of December 2018, the IA Global Equity Income sector comprised of 56 funds with combined assets in excess of £19bn. To meet the IA’s sector requirements, funds must achieve a yield premium to that of the MSCI World index and allocate at least 80% of their assets to global equities. In practice, the sector includes funds which seek to deliver multiple outcomes, and is one that we would further categorise into three sub-groups; funds that seek to provide a yield in excess of the index (including enhanced income strategies), funds that seek to grow their dividend distributions over time and those which seek to provide a level of total return, when income is reinvested. more...

Investment news for Financial Advisers and Paraplanners - Aegon: A third of advisers say advice increases risk appetites

Recent survey data, commissioned by Aegon, suggests that many people have a poor understanding of the trade-off between investment risk and growth potential. more...

Investment news for Financial Advisers and Paraplanners - Aegon: Multi-asset, models or DFMs?

In house or external governance? Multi-asset models or DFMs? How are retiring clients investing? Understand the platform investment trends report to find out. more...

Investment news for Financial Advisers and Paraplanners - You are invited to the Invesco 2019 Investment Intelligence Seminars - 80 mins structured CPD

Register now for Round 3 of the Invesco 2019 Investment Intelligence Seminars, running from September to December with over 70 venues and dates to chose from. These are amongst the most popular events in the market - spaces go fast, so make sure you sign up! more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Finding Europe’s Hidden Champions

There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to found, including potential ‘tenbaggers’, companies whose share price could increase ten-fold. Stephen Paice discusses in the latest episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking’. more...

Investment News for Financial Advisers and Paraplanners - Prudential Multi – Multi - Asset Investment Update

Join Phil Butler, Multi Asset Portfolio Manager at M&GPrudential Treasury and Investment Office, for a reflection on market performance across 2019 so far. In this video, he also looks at the Fed’s rate cuts, notable investment activity across Q2 and also outlines if there’s cause for concern when it comes to the mixed macro picture that’s appearing. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: BP vote demonstrates power of engagement

As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger. more...

Investment News for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: No-deal panic in Purton

As Brexit uncertainty descends into the ridiculous, head of multi-asset investments David Coombs finds himself in the strange position of hoping for a no-deal to bring some clarity. more...

Investment News for Financial Advisers and Paraplanners - M&G: Falling yields – has gold got its shine back?

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Space- the final investment frontier

Entrepreneurs on the west coast of America are stepping up spending on space. Luke Ward, investment manager, discusses how this new space age might impact investment in this episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking.’ more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A spotlight on: Emerging Market Debt Sector

The funds in this sector may invest in the debt of emerging market governments and corporates issued in both hard (developed market) currencies, and local (domestic market) currencies. The yield on these bonds tends to offer a significant premium to the yields available on equivalent debt issued in developed markets as shown in figure 1, although it brings with it commensurate risks. more...

Investment news for Financial Advisers and Paraplanners - Seneca Global Income & Growth Trust plc factsheet is now available

The value of Seneca - applying a value ethos across a range of assets: why restrict good thinking to just one asset class when it can be applied to many? more...

Investment News for Financial Advisers and Paraplanners - Invesco: The Polish economy is bucking the trend – and what this meant for our portfolio

Whilst most European economies are struggling, the Polish economy is defying expectations: it has seen solid growth rates, strong wage growth and an improved current account balance relative to history. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: What if China breaks away?

Should strained relations between the US and China become a full-blown rift, it could hurt global trade and stymie investors. Read this and more in the latest issue of Enlightenment, the funds magazine from Baillie Gifford. more...

Better Business News for Financial Advisers and Paraplanners - The power of asking more questions and making fewer assumptions

We probably all like to think of ourselves as reasonably open-minded and that we do not make assumptions or jump to conclusions about other people – especially where our clients and potential are concerned. more...

Investment video for Financial advisers and paraplanners - Invesco: Flying update: Three things to consider in autumn

119 seconds – Back to school! Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses three things you need to think about when it comes to fixed income portfolios this autumn. more...

Partner Video for Financial Advisers and Paraplanners - Fund Update: M&G Optimal Income Fund

In this short video, fund manager Richard Woolnough explains why he doesn’t share the market’s nervousness about prospects for the global economy, and how this view is reflected in the fund’s positioning. After a positive first half of the year for risk assets, Richard discusses where he believes the best relative value now lies. more...

Investment News for Financial Advisers and Paraplanners - Invesco: What does the inverted US yield curve tell us?

The US yield curve inverted for the first time since 2007. What is the yield curve’s success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be causing the inversion? Fund Manager, Stuart Edwards gives his views on the recent inversion of the yield curve. more...

Investment News for Financial Advisers and Paraplanners - M&G: Broadening trade wars: could Trump take aim at the EU, again?

As the US and China continue their game of ‘tug-of-war’ in trade negotiations, could Trump turn his attention to the EU? Investment specialist, Kirsty Clark, discusses the prospect of a trade war between the US and EU? more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: ESG and real assets: A matter of balance

Assessing ESG risks within real asset investments is far from straightforward. Mark Versey and Stanley Kwong use five case studies to illustrate the balance of ESG risk factors that affects investment decision-making, beyond simply trying to be ‘green’. more...

Investment update for Financial Advisers and Paraplanners - Active management and the predictability of markets #1: Eugene Fama

According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this significant moment being almost upon us, I thought it would be interesting to write about the predictability of financial markets - the basis of active management - and some of the key protagonists. more...

Investment update for Financial Advisers and Paraplanners - Aviva Investors: State of the nation: South Africa at a crossroads

South African President Cyril Ramaphosa delivered his State of the Nation address on June 20, having led the ANC to victory in May’s elections. But his administration needs to move fast to address an economic slowdown, argues Bryony Deuchars. more...

Investment News for Financial Advisers and Paraplanners - FundsNetwork: FCA Consultation Paper CP19/25 - Contingent charging and other proposed changes

The FCA has just published a package of pension-related proposals designed to improve the quality of pension transfer advice and to help consumers get better value from their pension. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Managing an effective investment committee

Running an investment committee effectively The purpose of an investment committee is to oversee the group investment strategy from a number of perspectives and to ensure that the best interests of both the business and its clients are at the core of all investment activity. This might range from the selection of suitable attitude to risk and stochastic modelling tools to strategic and tactical asset allocation and fund selection. more...

Investment news for Financial Advisers & Paraplanners - M&G: Currency wars: tweetstorm in a cup?

The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury resort to direct FX intervention, if Fed cuts alone do not suppress dollar strength? more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Quarterly update on drivers in real assets - Q2 2019

In our regular update on drivers in real assets we assess how real assets could appreciate amid lower long-term rates, we look at how lower bond yields are likely to extend the real estate cycle in the UK, but note that lending at senior level has reduced interest rate sensitivity. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Roadkill II

It can be hard to spot the time flowing by as the days roll into weeks and months into years, laments multi-asset fund manager Will McIntosh-Whyte. And you’d better be careful, he warns, because inflation works just the same way. more...

Investment News for Financial Advisers and Paraplanners - Invesco: Global debt outlook: A more stable second half could stem the tide of slower growth

The Invesco Fixed Income Global Debt team expects a mix of moderate growth and falling inflation to have a positive impact on asset prices. Read more to find out what they expect to see in the third quarter and the implications this has on their portfolios. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Italy’s threat to the euro has not gone away

The Italian government remains on a collision course with Brussels despite recently striking a deal over its 2019 budget. A mis-step by either side could lead to a fresh euro zone crisis that the new head of the ECB might struggle to contain. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Re-imagining partnerships in infrastructure finance

While the shape of the UK’s future relationship with its European neighbours is still unclear, the question of how to finance infrastructure fit for the 21st century is equally pressing, argues Darryl Murphy. more...

Investment News for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Negative interest rates: a ’70s rerun?

Are we entering another era of stagflation? As Swiss banks start to bill their rich depositors, maybe we’re already there, notes our head of multi-asset investments, David Coombs. more...

Investment News for Financial Advisers and Paraplanners - M&G: Central banks should consider giving people money

If interest rates are a spent force, and finance ministries unreliable partners, who will save the day? Eric Lonergan, Fund Manager, discusses three novel proposals which are gaining support, all of which involve giving people money. more...

Investment News for Financial Advisers and Paraplanners - FundsNetwork: Managing client expectations in uncertain times

Research from FundsNetwork shows that as clients have become more accustomed to stable and growing markets, advisers worry about future stock market volatility and geopolitical risk. more...

Investment News for Financial Advisers and Paraplanners - M&G: The evolution of geopolitical risks

Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. more...

Investment News for Financial Advisers and Paraplanners - Invesco: Flying update: US interest rates

109 seconds – Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses interest rates following the US Federal Reserve’s meeting. How have markets reacted? What can be expected going forward? more...

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