Investment Commentary

Investment News for Financial Advisers and Paraplanners - Legg Mason: EM Backdrop Still Strong

Politics and growth are both key issues for Emerging Markets, where the overall news is positive – but with some notable exceptions. more...

Investment News for Financial Advisers and Paraplanners - Guardian: Double award-winning at the Protection Review Awards 2019!

We’re absolutely thrilled to win 2 awards at the recent Protection Reviews Awards. The judges praised us for bringing innovation to the market and striving to make real change. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: International Stocks: Things Change

U.S. equities may be outperforming the rest of the world now, but the reverse was through outperformed during much of the first decade of this century. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: It doesn’t add up

Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds. Read more more...

Investment news for Financial Advisers and Paraplanners - FundsNetwork: The lifetime allowance: the devil’s in the detail

Even though the lifetime allowance (LTA) may have been introduced as part of ‘pension simplification', back on A-Day in April 2006, given the constant tinkering it has seen over the years, LTA planning can be far from simple. In his latest article, Paul Squirrell, FundsNetwork’s National Pensions Sales Manager, covers the principles of the lifetime allowance, the protections available and the tax charges. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: 'Fairtrade for finance' should be a badge of honour - not a rubber stamp

A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood. more...

Investment news for Financial Advisers & Paraplanners - M&G: Bonds vs Equities: who’s right?

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Investors forecast returns of 10.7% – millennials expect more

Investors globally are exceedingly optimistic in their expectations for returns for the coming years, according to Schroders Global Investor Study 2019. more...

Investment news for Financial Advisers & Paraplanners - Webinar: Defaqto Engage Core and Intelligent Office integration

In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Soft patch or slowdown?

While we could be in the late stages of the current bull market, we see stocks grinding higher in the coming months through increased volatility. more...

Investment webinar for Financial Advisers and Paraplanners - Defaqto: Webinar: Multi-asset - Multi purpose

In this webinar, Roger Perry will cover: - how financial advisers can use multi-asset funds for growth - how to use multi-asset funds to generate a natural income - how to use multi-asset funds as a part of your CIP - how financial advisers can evidence multi-asset recommendations by using Defaqto Engage more...

Investment news for Financial Advisers & Paraplanners - Invesco: India: Asian US dollar bond market: A new asset class

Asian US dollar bonds typically offer a yield advantage over comparable US and European bonds. But what else does the asset class have to offer? more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Markets Now: Review and Update

Our proprietary leading economic indicator moved into negative territory in May, reflecting weakness in global trade data, manufacturing data and initial claims data. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Where's the value in European equities?

60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out. more...

Investment news for Financial Advisers & Paraplanners - M&G: Brexit: Three years on

It is now three years since Britain voted to leave the EU and we are still none the wiser as to the final conclusion. In this note Tristan Hanson, M&G Fund Manager, asks how have financial markets moved since the referendum vote? more...

Investment news for Financial Advisers & Paraplanners - Schroders: Why I’m backing a consumer comeback in Europe

Worries over slowing global growth and rising trade tensions hit European share prices hard at the end of 2018. While early 2019 saw a rally, there remains considerable scepticism over the prospects for the European economy and its listed companies. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Road kill

Will McIntosh-Whyte of Rathbones, reflects on the risky business of managing multi-asset funds, and why you should always remember the Green Cross Code. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Markets Now: Review and Update

Our proprietary leading economic indicator moved into negative territory in May, reflecting weakness in global trade data, manufacturing data and initial claims data. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Tariffs, Pullbacks and Fundamentals

As the state of growth becomes harder to gauge, small-cap fundamentals are likely to matter more and more. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: New EU inmates take over the asylum

The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications. more...

Partner webcast for financial advisers and paraplaners - Prudential Investment Webinar – Why Alternatives?

Prudential invite you to join their Investment – Why alternatives webinar on 4 July at 9.30am. more...

Investment news for Financial Advisers & Paraplanners - Orbis: How do emerging markets really stack up against the US?

The US is expensive, and emerging markets (EMs) are cheap, We’ve observed that before. But price alone isn’t what matters. What matters is the relationship between what you’re paying and what you’re getting, and the US and EMs represent different baskets of businesses. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Cannabis: is now the time to invest in this growing market?

In our latest infographic and investment report we outline a framework to assess pure-play cannabis companies, the current state of play for sugar, and the climate challenges posed by feeding the planet. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Sherpas or satnavs: The advisory conundrum

With robust tools and guides, investors can improve their chances of reaching their desired financial destination rather than taking a wrong turn. more...

Investment news for Financial Advisers & Paraplanners - M&G: Making a difference (and a return)

The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to unsustainable levels of waste and pollution, to vast and growing social inequality. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: German Bunds: Can Yields Fall Further?

German bunds have become a lightning rod for market anxiety; Western Asset's Gordon Brown argues that too much bad news is built into current pricing, obscuring some key long-term macro drivers. more...

Investment news for Financial Advisers & Paraplanners - Orbis Investments: Capital: Can companies have too much of a good thing?

In the centre of London, there is a market whose history stretches back to the first century. Built on the site of a Roman forum, Leadenhall was once the biggest market in Britain, with its merchants eventually selling poultry, cheese, meat, and fish. more...

Investment news for Financial Advisers & Paraplanners - Prudential: What’s the benefits to advisers and clients of risk bound fund families?

Find out about the benefits in the new Defaqto risk bound fund family report. It provides a regulatory update, an overview of the multi-asset fund universe and a framework for rating and selecting from both a quality and suitability point of view. more...

Investment news for Financial Advisers & Paraplanners - Invesco: India: Modi’s new mandate opens the way for more structural reforms

Modi has been sworn in for a second term as Prime Minister. What does it mean for the Indian economy? more...

Investment news for Financial Advisers & Paraplanners - Orbis Investments: The importance of building trust

Investors often don’t achieve the investment outcomes they could. That’s the consistent conclusion from studies such as the annual Dalbar analysis of investor behaviour. more...

Investment news for Financial Advisers & Paraplanners - FundsNetwork: Women and investing

Studies have shown that when women invest in the stock market they generally do well. However, the majority favour the perceived caution of cash. This comes at a cost, as their savings fall prey to inflation and lose value in real terms. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: The Long-Term Impact of Trade Wars

Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War? more...

Investment news for Financial Advisers & Paraplanners - Latest 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 & Paraplanners - Orbis: How to choose a fund manager

At its heart, an active investment manager’s proposition should be simple – to deliver performance that is sustainably better than average. But how can you identify managers who can deliver this sort of performance? more...

Investment news for Financial Advisers & Paraplanners - Defaqto: Fettered versus unfettered funds

Multi-manager funds, where the manager selects the funds they believe to be the best in each asset class for their portfolio (rather than investing in shares, bonds or other investments directly), can be either fettered or unfettered, Patrick Norwood explains in this article. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: 10 years ago, I dreamed a dream

They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to. more...

Investment news for Financial Advisers & Paraplanners - M&G: The changing face of investing

The investment industry has gone through a myriad of changes since the turn of the 20th century, fuelled by innovation, technology, regulatory changes and evolving investor preferences. Kirsty Clark, Investment Specialist, discusses the key developments that have been the most influential in the evolution of the industry to date. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Recession Indicators Update: Lessons from 1998-2002

There are many parallels between today and 1998-2002, but the current environment lacks that period's overvaluation and cyclical excesses. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage Stock Stories – Ant Financial

ANT Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Scottish Mortgage’s Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage. more...

Investment News for Financial Advisers & Paraplanners - Invesco: LatAm equity health check

Where are the equity opportunities within Latin America, and what are the key concerns? Can imminent political reforms improve the outlook? more...

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