articles & commentary from Square Mile Investment Consulting & Research

Square Mile Investment Consulting & Research

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A Spotlight On: IA Asia Pacific excluding Japan Sector

There are the obvious attractions to the Asian region, such as favourable demographics, growth in urbanisation and economic expansion. Access our latest adviser insights by registering for our Academy of Funds. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Broomer’s Blog – Well he would say that, wouldn’t he?

When considering asset allocation in a low yield environment, do government bonds still have a full role to play as diversifiers? Read the latest from Broomer’s Blog more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Talking With Hanneke Smits

Talking ESG integration, being Non-Exec at the Bank of England and giving something back with Hanneke Smits, Chief Executive, Newton Investment Management and Richard Romer-Lee, Square Mile. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A common approach to responsible investment

With greater focus on how investment management firms can bring about a more sustainable world; find out how the IA’s responsible framework aims to bring clarity and consistency to this ever-evolving topic. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A Spotlight On: Unicorn UK Ethical Income Fund

This fund benefits from a series of exclusion based screens in order to ethically invest for income in smaller and medium sized UK companies. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Talking With: Suhail Shaikh

Talking fintech, diversity and the Blinkist app with Suhail Shaikh, Chief Investment Officer, Fulcrum Asset Management and Richard Romer-Lee, Square Mile. more...

Investment news for Financial Advisers and Paraplanners - Square Mile asked some of the fund managers they know

Square Mile asked some of the fund managers they know, one thing that will be different in 20 years, and this is what they said more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Faces of the Future

Square Mile talked to some of the fund management faces of the future on their background, career path and what they like to do outside of work and this is what they more...

Investment news for Financial Advisers and Paraplanners - Square Mile partners with FE fundinfo to launch fund dashboard

Square Mile and FE fundinfo are to assist financial advisers in their fund selection through the launch of a Fund Dashboard. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Talking factsheet for the ASI MyFolio Managed Range

A range of multi-asset funds targeting a broad spectrum of risk and return objectives. View the talking factsheet for the ASI MyFolio Managed Range more...

Investment commentary for Financial Advisers and Paraplanners - Square Mile Research: Broomer's Blog - Outlook December 2019

Recession risk remains heightened though the odds of one forming have dropped as the economic data shows signs of stabilising. Read the latest thoughts from Jason Broomer, Head of Investment. more...

Investment News for Financial Advisers & Paraplanners - Square Mile Research: A Spotlight On: First State Greater China Growth Fund

An attractive long-term option for investors seeking exposure to the Greater China region. View the talking factsheet for the First State Greater China Growth Fund more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Artemis Global Select

A differentiated fund that seeks to take advantage of long term growth trends more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Does ESG really affect performance?

The investment industry’s interest in ESG (Environmental, Social and Governance) has grown steadily over the past few years and an increasing focus on wider societal issues like climate change and plastic pollution has spurred on the idea of conscious consumerism. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Future of Advice Survey results

Square Mile recently surveyed a number of UK Financial Advisers to ascertain more information on how they run their businesses, spend their time, construct their investment proposition and where they see most growth in the future. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Schroder Strategic Credit

This is essentially a flexible, short-dated corporate bond fund, with the manager asset allocating between investment grade and high yield credit as he sees fit more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: T Rowe Price Global Focused Equity

A conviction based global equity fund seeking growth opportunities more...

Investment news for Financial Advisers and Paraplanners - A strategy for the long term investing in global equities with some exposure to emerging markets

A strategy for the long term investing in global equities with some exposure to emerging markets more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - Matthews Pacific Tiger Fund

An all-cap portfolio with a focus on sustainable growing companies that can be held for the longer term. more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - AXA Framlington UK Select Opportunities Fund

A fund invested in growing businesses, of all sizes, run by a highly experienced and impressive manager. more...

Partner Survey for Financial Advisers and Paraplanners - Square Mile: Future of Advice Survey

Professional advice is key to driving successful outcomes for your clients, and with so many changes in recent times and more to come – regulatory, technological, markets etc, it is important that advisers are prepared for the future. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A Spotlight On: Global Equity Income

As at the end of December 2018, the IA Global Equity Income sector comprised of 56 funds with combined assets in excess of £19bn. To meet the IA’s sector requirements, funds must achieve a yield premium to that of the MSCI World index and allocate at least 80% of their assets to global equities. In practice, the sector includes funds which seek to deliver multiple outcomes, and is one that we would further categorise into three sub-groups; funds that seek to provide a yield in excess of the index (including enhanced income strategies), funds that seek to grow their dividend distributions over time and those which seek to provide a level of total return, when income is reinvested. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A spotlight on: The Property Sector

According to the Investment Association’s (IA) latest data, the UK Direct Property sector has assets under management of £18.4 billion as at March 2019. The sector is home to those funds that invest predominantly in real estate located in the UK and to qualify, at least 70% of a fund must be invested in the asset class over rolling 5-year periods. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A spotlight on: Emerging Market Debt Sector

The funds in this sector may invest in the debt of emerging market governments and corporates issued in both hard (developed market) currencies, and local (domestic market) currencies. The yield on these bonds tends to offer a significant premium to the yields available on equivalent debt issued in developed markets as shown in figure 1, although it brings with it commensurate risks. more...

Investment news for Financial advisers and Paraplanners - Square Mile Research: When the Curves go Topsy Turvey

When I started out in this industry (and frankly for many years after then), I used to get very confused about yield curves, particularly when they get inverted. Thankfully, I now realise that it's quite simple. more...

Business Development for Financial Advisers and Paraplanners - Square Mile Research: Understanding how your risk tool is calibrated

As your business models evolve in the post-RDR world,and your financial planning processes continue to undergoimprovement, Square Mileobserves that many centralisedinvestment propositions rely onthe use of third-party strategic asset allocation tools. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Managing an effective investment committee

Running an investment committee effectively The purpose of an investment committee is to oversee the group investment strategy from a number of perspectives and to ensure that the best interests of both the business and its clients are at the core of all investment activity. This might range from the selection of suitable attitude to risk and stochastic modelling tools to strategic and tactical asset allocation and fund selection. more...

Investment news for Financial Advisers & Paraplanners - Square Mile Research teams up with Panacea Adviser

We are delighted to announce that we are working with Square Mile Investment Consulting & Research (Square Mile) as a partner to offer our community greater access to independent research. more...

Research for Financial advisers and Paraplanners - Square Mile: Defining value for fund managers

Defining value for fund managers, view the adviser newsletter more...