Investment Commentary

Investment news for Financial Advisers & Paraplanners - Invesco: Long term opportunity in domestic value
December 14 2018
Fund manager Ciaran Mallon speaks about his long-term investment approach: investing in companies with strong fundamentals and using stock selection as the central tenet of his approach whilst still considering periods that drive down the valuation of good quality companies. more...

Investment news for Financial Advisers & Paraplanners - Legg mason: Legg Mason: Western Asset - The Power of Income
December 14 2018
A timely reminder about what really drives fixed-income returns and where the opportunities lie. In short: never underestimate the power of income. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Beware the risks of equity market concentration
December 14 2018
With concentration levels increasing in stock markets around the world, investors in passive equity strategies are taking on ever more risk, argues Richard Saldanha. more...

Investment news for Financial Advisers & Paraplanners - Defaqto: How much risk are your clients really ready to take?
December 14 2018
It doesn’t matter whether you see your clients for the first time or as a part of their annual review, understanding the risk they are willing to take and accept is crucial for providing suitable advice. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Refreshingly Predictable
December 13 2018
While multi-asset managers look to incorporate ever-more complex asset classes in their portfolios, the Baillie Gifford Managed fund sticks to a straightforward approach. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Japan's Return to Dividends
December 13 2018
Japan often has a reputation for low dividend payments. Karen See, Investment Manager, explains why this has not always been the case and might not be in the future. more...

Investment news for Financial Advisers & Paraplanners - M&G: Outlook 2019: Risks and opportunities
December 13 2018
Watch M&G fund managers Jim Leaviss, Stuart Rhodes and Tristan Hanson discuss where they see challenges and opportunities, as they reflect on what has been a testing 2018. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: ESG: Conservation Can Create Capital
December 11 2018
Water conservation and stewardship initiatives are helping companies from manufacturing to consumer goods to gain competitive advantages and manage future risks. more...

Investment news for Financial Advisers & Paraplanners - M&G: Nowhere to hide – a testing year for investors
December 11 2018
In this month’s video, Investment Director, Ritu Vohora reflects on the return of volatility in 2018 and what it means for equities as we look ahead to the new year. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Brandywine - Waging War on the Fed
December 10 2018
It was inevitable that President Donald Trump would comment on U.S. monetary policy. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Europe after Brexit
December 10 2018
Cambridge University professor Helen Thompson tells AIQ why the path to a more integrated EU is unlikely to get easier after Brexit. more...

Investment news for Financial Advisers and Paraplanners - Find out how the new model portfolios work on the Aviva Platform
December 10 2018
Your guide to model portfolios on the Aviva Platform. more...

Investment news for Financial Advisers & Paraplanners - M&G: Investment themes you can’t ignore
December 3 2018
In the eighth in a series of videos looking at the change of investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks revisits previous episodes and looks at some of the themes that will still be relevant to you and your clients in 2019. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: EM Debt: High Conviction Strategy
December 3 2018
Despite the market spillover from developed market rate volatility, Western Asset does not view the recent market rout as sufficient basis to steer away from Emerging Market debt (EMD). more...

Investment news for Financial Advisers & Paraplanners - News from RSMR
November 30 2018
2018 RSMR Investment Conference & R Awards and the winners are... We are excited to share with you the Winners of our 5th Annual R Awards. more...

Investment news for Financial Advisers and Paraplanners - Rathbones: Safe harbours
November 29 2018
Equities took another battering last week, with oil and technology stocks hit hardest. more...

Investment news for Financial Advisers and Paraplanners - M&G: Finding opportunity in uncertainty
November 28 2018
In this short update, Tristan Hanson, fund manager of the M&G Global Target Return Fund, discusses the aim of the Fund, as well as the recent market environment and his outlook going forward into 2019. more...

Investment news for Financial Advisers & Paraplanners - Seneca: Are you in Denial
November 28 2018
This month’s letter is reproduced with the kind permission of Trustnet, in which the article was originally published on the 7th of November 2018. more...

Investment news for Financial Advisers and Paraplanners - FundsNetwork: helping you with your due diligence
November 27 2018
FundsNetwork's due diligence guide covers the reasons why you can recommend their ISA and Investment Account to your clients. It provides some detailed information about their service and commitment including investment range, income options, bulk switching and much more. It also includes some sample letter text that you can use in your client communications. more...

Investment news for Financial Advisers & Paraplanners - Latest Factsheet from Seneca Investment Managers
November 26 2018
Please find the latest fund factsheet for the Seneca Global Income & Growth Trust plc. We hope you find it useful. more...

Investment news for Financial Advisers & Paraplanners - Latest Factsheets from Seneca Investment Managers
November 26 2018
Please find the latest fund factsheets for the LF Seneca Diversified Income Fund and LF Seneca Diversified Growth Fund. We hope you find them useful. For professional investors only. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Japan’s core strength and stability
November 23 2018
Paul Chesson, Head of Japanese Equities focuses on the outlook for Japan’s economy. Corporate Japan looks set to follow up a very strong year to March 2018 more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Ethics and Alpha
November 23 2018
The latest issue of AIQ explores the most critical themes in the world of responsible investment. Our cover story focuses on the biggest question for investors: can you do well out of doing good? more...

Investment news for Financial Advisers and Paraplanners - Join Royal London for an investment webinar on Thursday 6 December
November 22 2018
Please join Royal London from 3.00pm - 3.45pm on Thursday, 6 December 2018 for a quarterly update from Head of Multi Asset at Royal London Asset Management (RLAM), Trevor Greetham. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Rising bond yields need not spell disaster for real assets
November 22 2018
Investors will favour real asset classes offering growth potential in an environment of increasing bond yields, argues real asset analyst Vivienne Bolla. more...

Investment news for Financial Advisers & Paraplanners - Investec: Quantum Politics - Weekly Digest
November 21 2018
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. more...

Investment News for Financial Adviser and Paraplanners - Aviva Investors: Sustainable investment needs a helping hand from regulators
November 15 2018
Steve Waygood explains how insurers, policymakers and regulators can work together to manage the risks associated with climate change and encourage sustainable investment. more...

Investment News for Financial Adviser and Paraplanners - Prudential Market Insights – September 2018
November 9 2018
Phil Butler, Multi Asset Portfolio Manager for PPMG, discusses the exposure of Eurozone banks, the development of the US stance on trade, the surprise rise of UK inflation in July and if there more...

Investment News for Financial Adviser and Paraplanners - Aviva Investors: Director or Dictator?
November 9 2018
Star CEOs are bringing into question what makes a good leader in a flatter, networked world. We explore what this means for the overall governance of companies. more...

Investment news for Financial Advisers and Paraplanners - Invesco: The midterm results are in, but what do they mean for the markets?
November 9 2018
The results of the US midterms have had an initially supportive effect on US markets. In this commentary, we examine four key implications for global markets, these include: US politics, fiscal/monetary policy, domestic policy and foreign economic policy. more...

Investment commentary for Financial Adviser and Paraplanners - Aviva Investors: The Italian budget drama
November 8 2018
The Italian government’s plans to sharply hike spending leave it on a collision course with the EU. But financial markets, as well as Brussels, will determine whether the populists in Rome can deliver on their electoral pledges. more...

Investment news for Financial Advisers and Paraplanners - Invesco: End of cycle mentality alive and kicking
November 4 2018
Rising interest rates, tightening liquidity conditions and trade protectionism remained evident in Q3. We also observed runs on a number of emerging market currencies which caused a degree of contagion to all other emerging market currency and stock markets. Read more on this from Stephen Anness and Andrew Hall, Global Equities Fund Managers. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: UK retail parks ripe for redevelopment
November 1 2018
With UK retail parks facing an increasingly perilous future, turning the sites into vibrant residential-led developments offers land owners an opportunity to bolster investment returns. The pressures on UK retailers are intensifying as they are hit by rising costs, sluggish consumer spending and ever-expanding online sales. Since the turn of the year, Toys “R” Us, Maplin and Poundworld have gone into administration while others, including House of Fraser, Debenhams, Carpetright and Marks & Spencer, have closed stores. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: Bond Beats - #1 PureGym
October 31 2018
In Bond Beats, Baillie Gifford’s High Yield Bond Fund team explains the thinking behind some of their investment decisions. In the first Bond Beats, Lucy Isles takes a look at how PureGym has radically redefined a whole industry by breaking down the barriers to gym membership. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors Responsible Investment in Action newsletter – Issue 2
October 30 2018
We believe that driving ESG (Environmental, Social and Governance) issues up the investment industry's agenda is the way we'll build a better future for our clients. more...

Investment news for Financial Advisers and Paraplanners - Revised NS&I Net Financing target for 2018-19 and provisional Q2 2018-19 results
October 30 2018
The Autumn Budget has confirmed that NS&I’s Net Financing target for 2018-19 has been revised to £9 billion (in a range of £3 billion either side of this, from £6 billion to £12 billion). NS&I’s original target for 2018-19 was £6 billion (in a range of £3 billion either side of this, from £3 billion to £9 billion). more...

Investment news for Financial Advisers and Paraplanners - Defaqto: DFM service review 2018
October 30 2018
This document reviews the service provided by DFMs, as rated by financial advisers. While four out of the top seven aspects of service are either meeting or exceeding adviser expectations, satisfaction levels have fallen overall across the 14 aspects of service. more...

Investment news for Financial Advisers and Paraplanners - Earthquakes and economics: Bali IMF summit highlights the divergence in EM debt markets
October 30 2018
The recent Annual Meeting of the IMF reinforced that EM debt investors should pay extra attention to countries’ individual circumstances, write Aaron Grehan and Carmen Altenkirch. more...

Investment news for Financial Advisers and Paraplanners - Latest news from RSMR
October 29 2018
Our 5th annual RSMR Investment Conference and R Awards takes place on Wednesday 21st November 2018, at Rudding Park Hotel, Harrogate. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Journey’s end: route options for DB pension schemes
October 26 2018
Pension schemes will confront a different set of challenges as they mature, not least around cashflows. How these problems are managed now will affect the financial health of the schemes far into the future. more...