Summer 2016 will present a number of geo-political concerns for investors – the biggest of which is the run up to, and the aftermath of, the EU Referendum vote. Click through the slides below to see what Tom Stevenson, investment director for personal investing at Fidelity International, suggests investors can do to prepare themselves for…
The ‘go anywhere’ approach of strategic bond funds has been a big hit with investors in recent years and big calls across the fixed-income spectrum are now having a huge influence on returns.
The long term trend of easily securing healthy returns is coming to an end and investors now face the challenge of how to generate reliable capital growth and income. Aviva Investors has identified seven drivers of long term investment returns. They can be seen by clicking through the following pages.
The finalists of the inaugural International Adviser Product & Service Awards 2016 gathered at London’s Waldorf Hilton Hotel on 12 May to hear the winners announced by Last Word’s co-founder and group editorial director Dylan Emery.
UK adults spend more time organising their music collections, photos, and wardrobes, than they do reviewing their pensions and long term savings plans, according to research from investment savings specialists Standard Life Savings.
There is a healthy appetite in the UK to invest in equities but a lack of knowledge and understanding is preventing Britons from taking advantage of investment opportunities, according to survey of more than 3,000 people from equity crowdfunding platform SyndicateRoom.
New HM Revenue & Customs proposals being consulted on by the industry could fundamentally alter the way UK and offshore bonds work, says Rachael Griffin, financial planning expert at Old Mutual Wealth.
With the looming threat of dividend cuts and a reversal in bond yields, coupled with the emergence of new growth patterns and value opportunities, click through the following pages to read what five wealth managers think we should be paying attention to.
There are key generational differences in attitudes towards financial priorities and money management in the UK, but employees of all ages have major gaps in their financial knowledge, according to consultancy and actuarial services firm Barnett Waddingham.
As the world wakes up to the new reality of extremely slow growth, there seems little doubt the returns investors became accustomed to during the ‘Great Moderation’ are a thing of the past.
Millennials represent the biggest shift in consumer preferences and behaviour ever seen in a single generation. Stephen Wynne-Jones, head of marketing at Cofunds, discusses 10 characteristics advisers need to know about these 20-30 somethings.
Morningstar selects its top 10 newcomers in the Europe ex UK equity sector, according to senior analyst Muna Abu-Habsa. Many of the newcomers are small in size, with four funds with less than $40m. Investors should also be aware that a one-year time frame is a short period to assess fund performance.
