Investments

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 £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 & 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...

Partner Survey for Financial Advisers and Paraplanners - Square Mile: Future of Advice Survey

Professional advice is key to driving successful outcomes for your clients, and with so many changes in recent times and more to come – regulatory, technological, markets etc, it is important that advisers are prepared for the future. 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 & Paraplanners - Aviva Investors: Private wants, public needs: Creating better incentives for technology, pharma and infrastructure

With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good. 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...

Ethical investment news for Financial Advisers & Paraplanners - Prudential: ESG investing

Ben Constable- Maxwell, Had of Sustainable and Impact Investment with M&G Investments, discusses ESG, who it’s for, strategies, drivers and ESG in practice. 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 - 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: The Property Sector

According to the Investment Association’s (IA) latest data, the UK Direct Property sector has assets under management of £18.4 billion as at March 2019. The sector is home to those funds that invest predominantly in real estate located in the UK and to qualify, at least 70% of a fund must be invested in the asset class over rolling 5-year periods. 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...

Trust news for Financial Advisers and Paraplanners - Prudential: All aboard the online train

As we all know too well,. HMRC has a multitude of forms, but regardless of that, can you specifically identify ‘Form 41G’? Graeme Robb, Senior Technical Manager at Prudential goes into more detail. 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...

Investment news for Financial advisers and Paraplanners - Square Mile Research: When the Curves go Topsy Turvey

When I started out in this industry (and frankly for many years after then), I used to get very confused about yield curves, particularly when they get inverted. Thankfully, I now realise that it's quite simple. more...

Investment News for Financial Advisers and Paraplanners - Aegon: The cost of overcomplicating default fund design

The temptation for curious-minded people is to be seduced by intellectual problems and, in the investment world, to create sophisticated solutions which satisfy our curiosity and go well beyond what investors actually need. more...

webcast News for Financial Advisers and Paraplanners - Webinar: Defaqto Fund Reviews – beyond the quantitative data

Join Defaqto’s expert on 11 September to learn more about the latest Defaqto product in the fund research arena – Fund Reviews – and how they can help you to provide suitable advice and achieve better client outcomes. 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...

Partner Webinar for Financial advisers and Paraplanners - Register to join one of Prudential’s webinar sessions on Monday 2 September

This webinar will look at recent performance and Expected Growth Rates (EGRs) on the PruFund range of funds from Prudential. M&GPrudential Treasury and Investment Office (T&IO) will also provide updates on the market and current portfolio positioning for PruFund.   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...

Partner Event for Financial Advisers and Paraplanners - Defaqto: October Roadshow program: Drawdown, slowbalisation and sustainable investing

Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life Investments, First State Investments, Orbis Investments, Royal London Asset Management, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions. 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 news for Financial Advisers and Paraplanners - Royal London: What is sustainable investing?

Sustainable investing is based on a simple premise - owners and managers of capital, whether that’s equity or debt, can positively influence society by prioritising investment in companies that are helping move to a cleaner, healthier, more inclusive society. 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 - Invesco: Measure twice, cut once: Fed delivers expected cut

Fed Chairman Powell cites weakening global growth, trade policy developments and below-target inflation as impetus for rate cut. What can we expect in the months to come? 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...

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