Funds to watch: Three-year performance review
Morningstar shines a spotlight on the top-ranked European ex UK equity funds over the past three years, according to senior analyst Muna Abu-Habsa.
Morningstar shines a spotlight on the top-ranked European ex UK equity funds over the past three years, according to senior analyst Muna Abu-Habsa.
In the wake of the biggest financial data leak in history, which uncovered the controversial tax arrangements of the rich and powerful, our industry experts give their views on what the Panama Papers means for their offshore jurisdictions.
What a difference a year makes. In the first quarter of 2015, the top 10 funds were a mixture of Japanese equities, Russian equities, and biotechnology funds, with a frontier markets fund rounding things out.
Like Janet Yellen’s Federal Reserve, it would appear that UK wealth managers are planning to be very data dependent in the second quarter.
Members of International Adviser’s Tax & Technical Panel give their views and insights on chancellor George Osborne’s latest budget announcement.
With the tempo of pension reforms unlikely to slow, there are sure to be new pitfalls to avoid. But according to St James’s Place there are five retirement planning fundamentals that will remain. Use the arrows on the images below to find out what they are.
Older consumers are a diverse population, with different beliefs, behaviours and needs, all of which affect the way in which they interact with money and financial services, according to a new discussion paper from the Financial Conduct Authority. So, what do IFAs need to take into account to meet their needs? Click through the pictures…
Retail and institutional investors share the view that financial professionals are falling short on the issues of fees, transparency, and performance, according to a new survey by the CFA Institute, the global association of investment professionals. The institute surveyed 3,312 retail investors from 10 countries and 502 institutional investors from six countries between October and…
The precipitous falls seen on stock markets in recent weeks have opened up opportunities for brave managers of long term money, while at the same time ratcheting up the noise and negative sentiment in the round.
Pensions are a tax efficient and flexible way to save towards retirement but time is running out in the UK to use this year’s allowance, says Sarah Lord, managing director of Killik Chartered Financial Planners.
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
The presence of so many mega-cap stocks in the UK market introduces a risk for equity income investors, in the form of dividend concentration.