Latest Stories
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Investment
Church House’s Mahon: Cheap UK equities may be at a turning point
‘Time to be a shade contrarian’
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Investment
74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
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Industry
PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
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Industry
‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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Investment
Head to head: Lost property
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
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Investment
Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Industry
FCA charges trio with fraud over CFD scheme targeting pensions
Total known sum lost was £8m
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Industry
Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm
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Investment
Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios
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Industry
Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
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Investment
Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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Investment
Asset managers report elevated gross retail sales in first quarter
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
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Industry
Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
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Investment
The tailwinds for Aim
RC Brown’s Oliver Brown on why now could be an attractive entry point to the junior market for investors with a long-term outlook
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Industry
Square Mile admits eight to Academy of Funds, drops two
Mercantile Investment Trust amid new class of funds to be awarded ratings
Analysis
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Investment
Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Investment
Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Investment
Head to head: It is time to reassess UK plc?
Alex Wright of Fidelity Special Situations and Sarasin & Partners’ Harveer Mata go head to head on the case for UK equities
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Investment
Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
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Investment
Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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Investment
Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
Multi-Asset
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Investment
Church House’s Mahon: Cheap UK equities may be at a turning point
‘Time to be a shade contrarian’
-
Investment
Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios
-
Investment
Investec W&I suffers £600m net outflows following investment manager departures
Offset Rathbones’ positive wealth management inflows over the quarter
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Investment
Calastone: Record Isa season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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Investment
ARC: Inflation has set private client portfolios back to 2016 levels
Real wealth has fallen by 15% from 2021 peak
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Investment
Rob Thorpe: What is behind the dominance of MPS?
Service has experienced rapid growth over recent years compared to its fund of funds and multi-asset fund peers
Industry
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Industry
‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
-
Industry
Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
-
Industry
Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
-
Industry
Square Mile admits eight to Academy of Funds, drops two
Mercantile Investment Trust amid new class of funds to be awarded ratings
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Industry
Four in five advisers expect more use of business relief and Aim stocks
60% of respondents said clients over 50 would benefit from business relief options
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Industry
Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
Best Practice
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Industry
City Hive targets 50 signatories to ACT Standard by 2025
Standard of corporate culture launched two years ago and currently has 17 signatories
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Best Practice
How should risk tolerance assessments differ between accumulation and decumulation?
Oxford Risk’s Greg Davies digs into the key issues
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Industry
Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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Best Practice
Increasing investor engagement with personalised behavioural interventions
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors
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Best Practice
We need more advocates for financial advice
Morningstar Wealth’s Mark Sanderson argues the industry needs to do more to champion the impact of good advice
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Industry
FCA ‘urges’ advice firms to review retirement income processes
Thematic review finds areas for improvement in how firms provide advice