Industry could be overstating Mifid II costs
The trading costs being disclosed by fund managers under Mifid II rules may be overstating the real cost of trading and remain a forecast figure for the next 12 months, a paraplanner has warned.
Analysis
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Mifid II exposes ‘charging grubbiness’ of top 20 funds
Some of the biggest names in UK retail are charging investors nearly double the ongoing charges figure (OCF) of their funds, Mifid II regulations have brought to light.
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Woodford doubles down on contrarian calls
Although last year brought “tough times” for Neil Woodford, the star fund manager said he will not back down from his contrarian positions but will attempt to provide greater clarity on his views to appease shareholders.
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Make America indebted again
On the one-year anniversary of president Donald Trump’s inauguration, his administration is more divided than ever with growing murmurs of a government shutdown. One thing the president seems to have unwavering support on is his tax bill, but with treasury yields rising should investors be more concerned?
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HMRC reveals bizarre tax return excuses of 2017
Spilt coffee, a wife who sees aliens and vertigo were just some of the excuses HM Revenue & Customs (HMRC) received in 2017 from people who failed to file their tax returns. Click through the slides to see some of the other intriguing excuses and some of the wildly optimistic expense claims the organisation received.
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Will inflation remain absent?
During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?
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Blackrock: Active vs passive should be a thing of the past
The active versus passive debate could be history by 2025, according to Blackrock’s Joe Parkin.
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How investors were fooled by the Carillion mirage
Carillion’s investment story, like other firms before it, ultimately evolved into something that sounded too good to be true. Its collapse on Monday raises many questions, namely, at the stage it was in before entering liquidation, who would have even wanted to own it?
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Gold lining for natural resources funds
Natural resources delivered some dire results in 2017, in stark contrast with the success of the previous year, according to Morningstar analyst Fatima Khizou.
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Double milestone for financial planner firm
City of London financial planning firm Investment Quorum has notched up a double milestone, celebrating its most successful year to date and a decade running an in-house investment management arm.
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Is the passive bubble ready to burst?
Everyone has heard about the bitcoin bubble; Neil Woodford has warned of a new tech bubble; and now investors are voicing concerns about a passives bubble. But if such a bubble exists, is it ready to burst? Or will index funds continue to steal market share away from their active peers?
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Strategic bond fund sales break £7bn in 2017
Net retail sales of Sterling Strategic Bond funds neared £1.5bn ($2.02bn, €1.69bn) for the second month in a row in November 2017, taking the total raised by the sector for the year to £7.25bn, according to the Investment Association.