Investment Commentary

Investment news for Financial Advisers & Paraplanners - M&G: Currency wars: tweetstorm in a cup?
August 16 2019
The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury resort to direct FX intervention, if Fed cuts alone do not suppress dollar strength? more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Quarterly update on drivers in real assets - Q2 2019
August 16 2019
In our regular update on drivers in real assets we assess how real assets could appreciate amid lower long-term rates, we look at how lower bond yields are likely to extend the real estate cycle in the UK, but note that lending at senior level has reduced interest rate sensitivity. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Roadkill II
August 16 2019
It can be hard to spot the time flowing by as the days roll into weeks and months into years, laments multi-asset fund manager Will McIntosh-Whyte. And you’d better be careful, he warns, because inflation works just the same way. more...

Investment update for Financial Advisers and Paraplanners - Active management and the predictability of markets #1: Eugene Fama
August 15 2019
According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this significant moment being almost upon us, I thought it would be interesting to write about the predictability of financial markets - the basis of active management - and some of the key protagonists. more...

Investment News for Financial Advisers and Paraplanners - Invesco: Global debt outlook: A more stable second half could stem the tide of slower growth
August 12 2019
The Invesco Fixed Income Global Debt team expects a mix of moderate growth and falling inflation to have a positive impact on asset prices. Read more to find out what they expect to see in the third quarter and the implications this has on their portfolios. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Italy’s threat to the euro has not gone away
August 12 2019
The Italian government remains on a collision course with Brussels despite recently striking a deal over its 2019 budget. A mis-step by either side could lead to a fresh euro zone crisis that the new head of the ECB might struggle to contain. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Re-imagining partnerships in infrastructure finance
August 7 2019
While the shape of the UK’s future relationship with its European neighbours is still unclear, the question of how to finance infrastructure fit for the 21st century is equally pressing, argues Darryl Murphy. more...

Investment News for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Negative interest rates: a ’70s rerun?
August 6 2019
Are we entering another era of stagflation? As Swiss banks start to bill their rich depositors, maybe we’re already there, notes our head of multi-asset investments, David Coombs. more...

Investment News for Financial Advisers and Paraplanners - M&G: Central banks should consider giving people money
August 6 2019
If interest rates are a spent force, and finance ministries unreliable partners, who will save the day? Eric Lonergan, Fund Manager, discusses three novel proposals which are gaining support, all of which involve giving people money. more...

Investment News for Financial Advisers and Paraplanners - FundsNetwork: Managing client expectations in uncertain times
August 5 2019
Research from FundsNetwork shows that as clients have become more accustomed to stable and growing markets, advisers worry about future stock market volatility and geopolitical risk. more...

Investment News for Financial Advisers and Paraplanners - M&G: The evolution of geopolitical risks
August 5 2019
Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. more...

Investment News for Financial Advisers and Paraplanners - Invesco: Flying update: US interest rates
August 2 2019
109 seconds – Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses interest rates following the US Federal Reserve’s meeting. How have markets reacted? What can be expected going forward? more...

Investment News for Financial Advisers and Paraplanners - The hunt for Europe’s tenbaggers
August 1 2019
How do you find Europe's ‘tenbaggers’, the stocks which have the potential to increase ten-fold? Baillie Gifford Investment Manager Stephen Paice takes a look to see what observations can be made about the big winners in order to increase the potential of identifying future ones. Capital at risk. more...

Investment webcast for Financial Advisers and Paraplanners - Invesco: Webcall replay: Multi asset Q2 2019 review and macroeconomic outlook
August 1 2019
In this webcall, Multi Asset Product Director, Clive Emery covers performance of the multi asset teams fund, any changes made to it during the second quarter of 2019 and the Henley-based macroeconomic outlook for 2019. more...

Partner webinar for Financial Advisers and Paraplanners - Prudential Investment Webinar – Passive/Active Fixed Income – why we use both?
August 1 2019
Prudential invite you to join their Investment webinar – Passive/Active Fixed Income – why we use both on 1 August at 9.30am. more...

Investment News for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Too little risk – a dangerous thing
August 1 2019
So much emphasis on ensuring people don’t take on too much investment risk could be creating a different problem, argues David Coombs, our head of multi-asset investments. Case study: dear old dad. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: ESG: A keystone for stronger emerging markets
August 1 2019
Economic development is at a crossroads for emerging markets, and the road ahead will need to be paved with environmental, social and governance considerations. more...

Investment News for Financial Advisers and Paraplanners - FundsNetwork: In-demand technical content all in one place
July 31 2019
The whole area of retirement planning is arguably more complex than ever before so FundsNetwork have pulled together a range of topics that have been popular with advisers and paraplanners in recent months. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Emerging markets election cycle - 2019
July 29 2019
Numerous emerging markets are going to the polls in 2019. We survey some of the key results so far and look ahead to the big votes in the second half of the year. more...

Investment News for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Brexit reset
July 29 2019
What would a Martian think of the Brexit argument – or the Hammersmith & City line for that matter? David Coombs, our head of multi-asset investments, explains his thinking as Boris Johnson takes power in the UK. more...

Investment News for Financial Advisers and Paraplanners - Royal London: Investment Clock.
July 29 2019
Watch Trevor Greetham’s latest update and read the report on the movement of the Investment Clock. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Boris Johnson: the challenges faced by the new UK PM
July 29 2019
The “do or die” Brexiteer will face enormous challenges from the outset as the UK’s new prime minister. We look at what his victory might mean. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: US vs THEM: Ian Bremmer on politics, trade and technology in emerging markets
July 26 2019
We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investment: Debt, consumers and technology: Three trends that will define China
July 24 2019
How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors. more...

Investment News for Financial Advisers and Paraplanners - Rathbones Investment Insights Q3 2019
July 24 2019
While the Brexit deadline draws closer, the route to a deal between the UK and the European Union (EU) shows no signs of materialising. more...

Investment News for Financial Advisers and Paraplanners - Seneca: A Confusing Time for Economists
July 23 2019
The very rapid decline in safe haven bond yields in recent months has taken me somewhat by surprise. Although we at Seneca have been preparing for a downturn in 2020 for some time, I had been expecting economies and thus bond yields to remain firm for a little while longer more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Finding the right blend of assets
July 22 2019
Achieving the right blend of multi-asset solutions can enhance risk-adjusted returns over the long term. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Hiding in plain sight…
July 19 2019
The European Equities team look at the widening disparity of valuations within the European market and how this impacts risk within portfolios. more...

Investment news for Financial Advisers & Paraplanners - Seneca: latest fund factsheets are now available
July 18 2019
At Seneca Investment Managers we are experts in Multi-Asset Value Investing and would like to help guide you on your search. We think our results speak for themselves. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: 'Fairtrade for finance' should be a badge of honour - not a rubber stamp
July 17 2019
A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: It doesn’t add up
July 17 2019
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds. Read more more...

Investment news for Financial Advisers & Paraplanners - FECIF Insight: Dispute resolution - the Swiss way!
July 17 2019
From January 1st 2020, mediation will become mandatory in Switzerland with regards to disputes relating to asset management and financial advice. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Time to break up?
July 17 2019
The honeymoon for US tech giants may be over, but is it time to break up? Rathbones Chief investment officer Julian Chillingworth discusses the intensifying antitrust scrutiny of America’s tech titans and how their future may rest on political machinations. more...

Investment News for Financial Advisers and Paraplanners - Legg Mason: EM Backdrop Still Strong
July 16 2019
Politics and growth are both key issues for Emerging Markets, where the overall news is positive – but with some notable exceptions. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: International Stocks: Things Change
July 15 2019
U.S. equities may be outperforming the rest of the world now, but the reverse was through outperformed during much of the first decade of this century. more...

Investment news for Financial Advisers & Paraplanners - M&G: Bonds vs Equities: who’s right?
July 11 2019
While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Investors forecast returns of 10.7% – millennials expect more
July 11 2019
Investors globally are exceedingly optimistic in their expectations for returns for the coming years, according to Schroders Global Investor Study 2019. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Soft patch or slowdown?
July 11 2019
While we could be in the late stages of the current bull market, we see stocks grinding higher in the coming months through increased volatility. more...

Investment webinar for Financial Advisers and Paraplanners - Defaqto: Webinar: Multi-asset - Multi purpose
July 10 2019
In this webinar, Roger Perry will cover: - how financial advisers can use multi-asset funds for growth - how to use multi-asset funds to generate a natural income - how to use multi-asset funds as a part of your CIP - how financial advisers can evidence multi-asset recommendations by using Defaqto Engage more...

Investment news for Financial Advisers & Paraplanners - Invesco: India: Asian US dollar bond market: A new asset class
July 9 2019
Asian US dollar bonds typically offer a yield advantage over comparable US and European bonds. But what else does the asset class have to offer? more...