ANALYSIS: The innovation to usurp active management
Multi-factor investing is being billed as the next big thing by asset managers eager to continue to weaponise passive management.
Analysis
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Employee engagement key to IFA people management
Business owners often say their people are the key asset in their company, but in the IFA world it’s even more important, argues Mike Leeson, head of international distribution development, Old Mutual Wealth.
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ANALYSIS: Why backing Europe is now a consensus call
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
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ANALYSIS: Is now the time to go overweight oil majors?
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
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Why disputes over wills are on the increase
It is difficult to open a newspaper these days without reading about disinherited relatives challenging the will of a loved one alongside reports of a rise in the number of diagnoses of dementia being made, says Gareth Ledsham, partner at law firm Russell-Cooke.
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ANALYSIS: Is now the time to invest in active US equity funds?
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?
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ANALYSIS: The European funds to back if bank rally continues
European shares have rallied strongly on the outcome of the first round of France’s presidential election, but which funds stand to do best from the change in sentiment towards the region?
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M&A: the ‘new normal’ in UK asset management
The merger of Standard Life and Aberdeen is a sign of the times in asset manager consolidation, but who will be the winners and losers from the trend?
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Europe ex UK funds beat index over three key timescales
The average European ex UK fund performance suggests that active managers added value over three, five, and 10 years, despite 2016 being a tough period for active European ex UK funds after the strong outperformance of the previous 12 months.
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ANALYSIS: Does snap election signal time to cut UK equities?
The murky state of UK politics is cementing wealth manager and asset allocator aversion to the domestic equity market with exposures continuing to shrink.
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Perfect Storm: UAE advisers must adapt to regulatory truth
The scale of regulatory change facing advisers in the Middle East will force major changes on the advisory industry and survival will require the interests of customer, distributor and provider to become more aligned, argues David Thompson of FPI.
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Revisiting retirement plans after the Qrops tax bombshell
Chancellor Philip Hammond’s Spring Budget contained a game-changing announcement in relation to UK pension transfers to overseas schemes, says Brendhan Harper, head of technical services at Friends Provident International.