Investment Commentary

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: What responsible investment looks like

Rathbones’ stewardship director Matt Crossman explains the Principles for Responsible Investing and how we’ve been putting them into practice over the past 10 years. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Making a better world, and a profit

Rathbones’ head of asset allocation Edward Smith explains why he believes that responsible capitalism is in every long-term investor’s self-interest – even if they don’t care about the societal benefits. more...

Investment news for Financial Advisers and Paraplanners - FundsNetwork’s retirement and pension training Money purchase annual allowance (MPAA)

A step-by-step approach to explain the intricacies of the MPAA. What happens when it is exceeded, what's the impact on the annual allowance, what events trigger it, and much more. more...

Investment News for Financial Advisers and Paraplanners - Invesco: US business cycle, Draghi legacy and UK business investment

How healthy is the US economy? European Central Bank – end of an era? How is UK business investment faring amid Brexit uncertainty? more...

Investment News for Financial Advisers and Paraplanners - Aegon: 10 minute market snapshot podcast

Listen to Aegon’s investment team chat about Brexit and its potential impact, and hear a roundup of global asset class prospects more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: DFM and investment performance

A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare when it comes to investment performance? more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: T Rowe Price Global Focused Equity

A conviction based global equity fund seeking growth opportunities more...

Investment news for Financial Advisers and Paraplanners - A strategy for the long term investing in global equities with some exposure to emerging markets

A strategy for the long term investing in global equities with some exposure to emerging markets more...

Investment News for Financial Advisers and Paraplanners - Canaccord Genuity Wealth Management: Responsible investing is here to stay

The movement towards more sustainable investment opportunities in 2019 is driven by both big institutional investors and millennials, and this theme is reinforced by the findings of our recent survey of high net worth individuals. more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - Investec UK Alpha I Acc GBP Fund

Looking to provide a consistent and reliable level of outperformance. more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - Matthews Pacific Tiger Fund

An all-cap portfolio with a focus on sustainable growing companies that can be held for the longer term. more...

Investment videos for Financial Advisers & Paraplanners - M&G: Is active investing ready to make a comeback?

A key feature of the longest equity bull market in history has been the inexorable rise of passive strategies, gathering significant assets under management at the expensive of active managers. However, can the cyclical nature of active and passive performance, combined with the rise in ESG demand restore the balance between the two? more...

Investment news for Financial Advisers and Paraplanners - Rathbone Investment Insights Q4 2019

Trade wars continue to cloud the outlook for businesses and consumers. Closer to home, Brexit uncertainty has gone from bad to worse. Our new Prime Minister Boris Johnson’s first few weeks in office have been pretty spectacular. more...

Investment news for Financial Advisers and Paraplanners - Canaccord Genuity Wealth Management: Making an impact on emerging markets

Traditionally, investing in companies operating in, or with some exposure to, emerging markets as often offered investors attractive returns – and an allocation to emerging markets adds useful equity diversification in a portfolio. However, these companies may not necessarily have been doing any good for the developing countries themselves. more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - AXA Framlington UK Select Opportunities Fund

A fund invested in growing businesses, of all sizes, run by a highly experienced and impressive manager. more...

Investment news for Financial Advisers and Paraplanners - Canaccord Genuity Wealth Management: Why diversity and inclusion should matter to investors

If we suggested that diversity and inclusion (D&I) within a company improve its culture, performance and even national GDP, we think you would probably want to hear more. And if we explained that there are still huge improvements that need to be made in the area of diversity and inclusion, we think you would agree with us that it should be prioritised. more...

Investment Webcast for Financial Advisers and Paraplanners - Aviva Investors: Earth, Wind and Fire: Do you remember, … September?

A lot has happened in markets since September 2018. Ironically, concerns about slowing growth led to the Fed’s “dovish pivot”, which in turn has boosted returns across a range of financial assets. more...

investment news for Financial Advisers and Paraplanners - Orbis Investments: Man and machine: mapping risk better together

In Above-average companies, below-average prices, we walked through valuation and fundamental measures for the Global Equity Strategy, highlighting a few “clusters” of ideas. We believe that perspective is important. To assess a portfolio’s return prospects, looking at fundamental and valuation metrics is vital. But to assess a portfolio’s risk, another angle is also useful: how our holdings behave. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors? more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Be clear, be trustworthy

Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison. more...

Investment news for Financial Advisers and Paraplanners - M&G: Central banks turn on the taps

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy. more...

Investment news for Financial Advisers and Paraplanners - Schroders: The fund industry’s wake-up call: how investors want us to act

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative. more...

Investment news for Financial Advisers and Paraplanners - M&G: Lots of noise, but it’s not the end of the world

To date, it has been another interesting year for financial markets. Investors have settled into a scenario of loose monetary policy, which have eased fears of an imminent recession, although volatility remains. more...

Investment news for Financial Advisers and Paraplanners - Schroders: How will today's consumption tax rise affect Japan's economy?

In a long-awaited move for Japanese economists, investors and policymakers, today Japan raised Value-Added-Tax (VAT) – otherwise known as the consumption tax – from 8% to 10%. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: The benefits of DFM to an adviser’s working week

Lifting the burdensome task of managing client investments from an adviser’s shoulders has an undeniable effect on the structure and goals of their average working week, according to the Rathbones Value of Discretionary Fund Management (DFM) report. more...

Investment news for Financial Advisers and Paraplanners - Invesco: US: Facing a slowdown or recession?

The dreaded R word is garnering more attention with the US Federal Reserve in dovish mode and bond markets in a state of flux following the recent inversion of the yield curve. Is the economic data ringing any alarm bells? more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors sustainable income & growth fund webinar – earn CPD points

As interest rates remain close to rock-bottom levels and retirement journeys become ever-more complex, the need for reliable income solutions has never been greater. In this environment, bottom-up security selection provides an alternative approach to conventional multi-asset income portfolios. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Time to buckle up

New threats require new defences. Our head of multi-asset investments David Coombs explains how he’s filling the sandbags to protect his funds against a populist storm. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Culture clashes and windscreen smashes

The first Chinese ‘A’ share we owned in the Invesco Asian Fund (UK) was a company called Fuyao Glass. Although we no longer own Fuyao, two other Chinese auto parts companies with clear parallels – Huayu and Minth – are currently held in this fund. 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 - M&G Meet the Managers 2019: Last chance to register

Register now for the M&G Meet the Managers live stream on Thursday 26 September to hear from six fund managers who will share their insights on equities, fixed income and commercial property. 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...

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 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 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 - 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 Ł19bn. 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 & 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 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...

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