Don’t dismiss fintech revolution, but don’t romanticise it
A random walk through the world of wealth management.
Analysis
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Excess liquidity ‘likely to constrain growth’ for years
Tilney Bestinvest’s Gareth Lewis advocates a cautious approach in the wake of Brexit and the continuing low interest rates and quantitative easing climate, with investment in gold proving a successful option.
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Tips on how to engage with clients
In the first in a series of three, Julie Littlechild, founder of Absolute Engagement, explores the importance of advisers and clients working together to enhance customer engagement.
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ANALYSIS: Italy now the real threat not Brexit
The Italian constitutional reform referendum this autumn will, or rather should, cause European investors to hold their breath more anxiously than they did on the morning of 24 June.
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Investors piled into EM for wrong reasons – Hermes’ Greenberg
Investors have jumped into emerging markets for the wrong reasons, according to Hermes Investment Management’s Gary Greenberg, and with the strong possibility of a Federal Reserve rate hike, he predicts it is only a matter of time until they realise they have had their dessert before the main meal.
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Rousseff impeachment end of the road for Brazil contrarians
Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.
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Asia bear still growling
Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, chief investment officer at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.
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Multi-asset funds outnumber bond funds – Lipper
There are now for the first time more multi-asset funds than bond funds for sale in Europe, according to statistics released by Lipper today.
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ANALYSIS: Is Japan’s third arrow about to hit the mark?
With other major equities classes all having their own significant question marks, could the long awaited ‘third arrow’ finally be about the make Japan the best place to invest?
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ESMA sees risks building up for EU securities markets
The European Securities and Markets Authority (ESMA) considers market and credit risk in Europe’s equity and bond markets to be ‘very high’, it said in its latest risk outlook. It noted Brexit may increase risks further along the line.
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Can expats believe in chartered financial planning firms?
We all know that people matter when it comes to business success, says James Pearcy-Caldwell, co-founder of financial planning firm Aisa.
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ANALYSIS: A double-take on gold funds
George Cheveley, manager of the Investec Global Gold Fund, details his structured, two-pronged approach, while Ani Markova, head of the Smith & Williamson Global Gold Fund, describes her fund’s long-term strategy. Chelsea Financial Services’ managing director Darius McDermott offers a neutral viewpoint.