Mifid II unbundling to go global
The US and Asia could be subject to similar research unbundling rules as Europe under Mifid II by 2022, a survey by a research platform provider has shown.
Investment
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Biotech innovation outpaces fund performance
The biotech sector is going through a renaissance as innovation takes off according to one successful fund manager, but data shows that performance over the last three years has been far less than stellar.
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Investing through retirement, not to retirement
Life doesn’t stop at 65 and neither should investing. But it should be adjusted over time to reflect the changing client risk appetite, which is where a smooth glide path comes into play.
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Advisers ditch plans to shrink active allocations
Global financial advisers have backtracked on plans to decrease their active exposure, instead marginally increasing allocations, according to a survey by Natixis Investment Managers.
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Pension checklist for changing job
It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.
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Fund groups lacking dedicated A-share analysts
The inclusion of 230-odd China A-shares was a hugely symbolic moment for investors in the region but the fund industry has failed to get ahead of the curve with most firms lacking dedicated teams of analysts or products to invest in the asset class.
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Machines to help run Blackrock equity range
Blackrock has launched six active equity funds in Europe that will combine “human and machine” management.
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Italian fiscal policy could see more hawkish ECB
Italian expansionary fiscal policy is more likely to inform European Central Bank policy than political threats to financial stability, with some investors raising concerns the central bank could soon switch to a more hawkish tone.
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Who actually holds the global debt?
Despite much talk of debt reduction and deleveraging since the financial crisis, global debt levels are higher than ever before. Several risks arise for investors and for financial and economic stability, according to Daniel Murray, head of global research at EFG Asset Management.
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Tilney boots Woodford from buy list
Tilney has ditched Neil Woodford’s flagship fund from its buy list due to performance and liquidity concerns, echoing sentiment from other platforms that have dropped the UK equities manager.
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Green funds struggle to detail environmental credentials
Environmental funds are blaming poor data on holding companies for their inability to report on environmental impact as the industry’s methodology for measuring green credentials throws up mixed results.
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IA calls out bond market inefficiencies
The Investment Association has called for reform in the bond markets to address certain inefficiencies which are leaving investors ill-equipped to make informed investment decisions and trapped in illiquid positions.