Investments

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 and Paraplanners - Rathbones Q1 adviser seminars

Rathbones’ annual adviser seminars return early in the new year, with 28 events taking place across the UK. The seminars will run from 14 January to 5 February. more...

Investment seminar for Financial Advisers and Paraplanners - Transparency Task Force: The woes of Woodford - who needs to learn what?

The overall purpose of this particular symposium is to shine a bright light onto the important topic of costs/charges, in keeping with TTF’s mission to help fix what’s wrong in financial services, so consumers get a better deal; and trust and confidence can be restored. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Future of Advice Survey results

Square Mile recently surveyed a number of UK Financial Advisers to ascertain more information on how they run their businesses, spend their time, construct their investment proposition and where they see most growth in the future. more...

Investment News for Financial Advisers and Paraplanners - How to deal with an erratic business partner

Say you own a small stake in a company. Every day, one of your partners tells you what he thinks the business is worth, and he offers to buy your stake or sell you another on that basis. Sometimes his idea of value seems justified by the company’s prospects. But other times, his excitement or fears run away with him, and the value he suggests seems little short of silly. more...

Investment News for Financial Advisers and Paraplanners - Schroders: The Great Wealth Transfer breakfast – Wednesday 4 December 2019

Schroders & Octopus Investments would be delighted if you would join us for The Great Wealth Transfer breakfast seminar starting at 8.30am on Wednesday 4 December at 1 London Wall Place. 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...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: Explaining how pension withdrawals are taxed

HMRC has paid back Ł480m to taxpayers since the introduction of the pension freedoms (FT Adviser 31/07/19). To support you and your clients, FundsNetwork have created a practical guide where they explain how the tax on pension withdrawals is administered and outline the process for reclaiming any overpaid tax. 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 - Invesco: What investors need to know about the US-China trade accord

US President Donald Trump announced the US and China have agreed in principle to a trade accord. However, China has stopped short of calling this a “deal.” As we assess what we know about the agreement, it seems clear that China has the upper hand in its negotiations with the US. By Kristina Hooper and David Chao 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 - Orbis Investments: When expectations and reality diverge

On July 17th, something odd happened in the stock market. Netflix released its quarterly results, reporting that revenue had grown by a whopping 26% year-on-year. That is equivalent to doubling revenues every three years, and it puts Netflix squarely among the fastest-growing 10% of companies globally. But stranger things have happened than Netflix growing quickly. Almost immediately, the company’s stock fell more than 10%. 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 - Orbis Investments: There are bigger risks than swimming against the tide

We have always described ourselves as “contrarian” investors. While many of our best investment decisions on behalf of clients in the past have been at odds with market sentiment, we are also quick to point out that we are never contrarian for its own sake. Just like driving down the wrong side of the road is a bad idea, so too is blindly betting against the crowd. There are many nuances, and our degree of apparent “contrarian-ness” can vary over time. 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 - Aviva Investors: Medicine, politics and investing: Tensions abound

With the issue of healthcare likely to take centre stage in the 2020 US elections, investors will be watching closely to understand the impact of changes to the industry. more...

Investment news for Financial Advisers and Paraplanners - Aegon: Advisers pay greater heed to cost in fund assessments

Our new research shows that advisers appear to be much more conscious of fund costs in the wake of the FCAs Asset Management Market study – past performance and cost are now seen as the biggest indicators of fund quality. 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...

Retirement news for Financial Advisers and Paraplanners - Aviva Investors: Five charts that will make you think differently about retirement

Retiring at 60 is a relatively new concept, and possibly a short-lived one in our history. As populations age – and age better – people are looking at a host of ways to stay in work and sustain their retirement income. We present five charts that sum up the changing landscape. 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...

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