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.
Analysis
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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.
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Could Mifid II spark a market downturn?
The rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street, but, that said, it remains unlikely that Mifid II will push markets into a downward spiral.
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10 steps to avoid being hit with 40% IHT in 2018
With inheritance tax payments hitting a record high at the end of 2017, the new year is a good time for advisers to ensure that clients are being as tax efficient as possible when passing on wealth to future generations, law firm Collyer Bristow has advised.
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Neuberger blasts credit agencies over ESG failings
“Much more needs to be done” by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.
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What Mark Mobius has done for emerging markets
Whenever a fund manager has a prolonged period of success in their area, certain terms get bandied about as to their status within that field. One favourite used by journalists is ‘guru’, indicating a manager has moved on from ordinary status, to the extraordinary.
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Will 2018 see the decline of British expats in the EU?
Brexit aside, this year looks set to be the turning point when the number of British retirees living in Europe slips into decline.
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Making trusts simpler using a bond wrapper
Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.