Investment Commentary

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Detachment from market mood swings
April 25 2019
With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments discusses the importance of having good shock absorbers in your portfolio. more...

Platform News for Financial Advisers & Paraplanners - Standard Life: Choosing a platform isn't a once in a lifetime decision
April 25 2019
Steve Owen, Head of Elevate Platform Propositions at Standard Life discusses what really matters when coming to a decision on what platform is right for advisers and their clients. more...

Investment Update for Financial Adviser and Paraplanners - M&G Investments: Q2 update on global bonds
April 25 2019
Watch Jim Leaviss, fund manager of the M&G Global Macro Bond Fund, give his views on what has driven the change of tack in risk assets since Q1, what dollar strength means for other G10 currencies, the outlook for corporate bonds and emerging markets, as well as his medium term outlook for the strategy. more...

Investment News for Financial Advisers & Paraplanners - Seneca IM: Peter Elston Investment Letter - Gold is not what you think it is
April 17 2019
In this month’s letter, Peter writes about gold and how it may be an alternative to cash in an investment portfolio in a world in which paper currencies are being debased by central banks. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: ECB support reveals much about Europe's lenders
April 16 2019
With cheap loans returning to the European Central Bank’s toolkit, questions must be asked again about the health of the region’s banks. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Brexit from a European perspective
April 13 2019
Jeffrey Taylor, Head of European Equities provides readers with the facts behind EU27 / Eurozone trade with the UK and the measures put in place by the EU to reduce the fall-out from a no-deal Brexit. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Cool off: Could proposed Dutch legislation diminish corporate accountability?
April 11 2019
Dutch legislators seem intent to push ahead with controversial proposals intended to rein in shareholder activists and make hostile takeovers more difficult, as Louise Piffaut explains. more...

Investment video for Financial Advisers & Paraplanners - M&G: Share buybacks: the good, the bad or the ugly?
April 10 2019
In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders? more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Thinking for yourself
April 9 2019
Don’t let robots blindly guide you, warns David Coombs, our head of multi-asset investments. Algorithms are great investors right up to the point when things change – which is more often than programmers would like. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Keeping multi-asset solutions on track
April 8 2019
In an evolving world of tighter monetary policy, increased volatility and moderating growth it is crucial to engineer solutions that can go the distance. more...

Investment news for Financial Advisers & Paraplanners - Trading places: Why southeast Asia could benefit from US-China spat
April 3 2019
Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours have spotted an opportunity. more...

Investment news for Financial Advisers & Paraplanners - Seneca Investments Managers: Searching wider for ISA income this year?
April 3 2019
LF Seneca Diversified Income Fund is eligible for your clients' ISAs Here at Seneca IM, we understand that investors are having to search wider for an attractive income in their ISA. This is where our Diversified Income Fund can deliver. more...

Investment news for Financial Advisers & Paraplanners - M&G: Is the US bull market long in the tooth?
April 2 2019
This March marks the 10-year anniversary of the longest bull market in history that has been ploughing on in the US since early March 2009. In this latest article, Ritu Vohora discusses the shift focus of the Fed, inflation, debt and current opportunities with our fund managers across equities, fixed income and multi asset. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Are investors too pessimistic on European shares?
April 1 2019
European equities had a tough 2018 with the benchmark MSCI Europe index falling 10.6% over the year. Trade wars, reduced support from central banks and slower economic growth were among the factors that saw higher risk assets such as equities fall out of favour. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: ESG focus: China's green mission
April 1 2019
China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies? more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Don’t bet the house on it
April 1 2019
Rathbones’ head of asset allocation research Ed Smith explains why advisers should encourage their younger clients not to rely on property wealth when it comes to funding their retirements. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: The future of transport: mapping the way ahead
April 1 2019
New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Interest rates on hold, but not in reverse
March 29 2019
Financial markets have surged since the start of the year after central banks appeared to put monetary policy tightening on hold. Our investment teams give their views on where monetary policy goes next and what that means for asset prices. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Beyond Brexit – UK equity market
March 25 2019
As the Brexit deadline looms, Mark Barnett, Head of UK Equities shares his thoughts on the current state of the UK equity market. Are investors being too pessimistic? more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage: Resolute Investors Part 2
March 25 2019
James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of significant change in their industries. more...

Investment news for Financial Advisers & Paraplanners - Aegon: Key market events in 2018
March 22 2019
Take a look at our Core Risk Profile Portfolios - quarterly investment report for an overview of the markets in 2018 and quarter four 2018, including the key events that shaped investment returns. You can also find out more about the seven funds in the range and how they performed. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Impact isn’t ESG
March 22 2019
While responsible investing is hardly a new concept, there is a fair degree of confusion around what is meant by ‘ESG’ and how this fits into the broader spectrum. Veronique Chapplow, Investment Specialist, discusses ESG and how it does not always equal ethical in her latest article. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Webcast: Are we really at the end of the cycle?
March 20 2019
Register for our next webcast with Richard Woolnough, fund manager of the M&G Optimal Income Fund, where he will share his latest macroeconomic thinking and how this is impacting the funds positioning. The webcast is on Tuesday 26th March at 10am. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: The ties that bind – the future of Europe
March 20 2019
Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Reality cheque required
March 19 2019
Nothing hurts more than expecting a cheque yet receiving a bill. Unfortunately, this is happening to millions of Americans right now, explains chief investment officer Julian Chillingworth. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Where now for bonds?
March 18 2019
What are the prospects for bond markets for the rest of the year and where are the opportunities? the Henley Fixed Interest team give their view on recent market developments and where they are seeing value in this Q&A. more...

Investment news for Financial Advisers & Paraplanners - Aegon: Top five investment opportunities and pitfalls in 2019
March 18 2019
Are your clients concerned about potential stockmarket upheaval this year? Nick Dixon, Aegon’s Investment Director, gives his top five investment predictions for 2019. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Beats me
March 13 2019
Nothing hurts more than expecting a cheque yet receiving a bill. Unfortunately, this is happening to millions of Americans right now, explains chief investment officer Julian Chillingworth. more...

Investment webcast for Financial Advisers & Paraplanners - M&G Investments: Webcast: Investment Opportunities in Infrastructure
March 13 2019
Register for M&G and Sharing Alpha’s webcast with Alex Araujo, Fund Manager of the M&G (Lux) Global Listed Infrastructure Fund on Tuesday 19th March at 2pm. During the webcast, Alex will discuss the opportunities he sees in the infrastructure sector and will be answering questions from the audience. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Income and growth - can you have both?
March 13 2019
Can you have your cake and eat it? Many investments, including equities, appreciate in value while also generating some income. You can reinvest your income to boost your long-term returns or you can withdraw it – leaving less left in the pot. more...

Investment news for Financial Advisers & Paraplanners - Latest Factsheets from Seneca Investment Managers
March 13 2019
The value of Seneca - applying a value ethos across a range of assets: why restrict good thinking to just one asset class when it can be applied to many? Please find the latest fund factsheets for the LF Seneca Diversified Income Fund and LF Seneca Diversified Growth Fund linked below. We hope you find them useful. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Our multi-asset investment views for February 2019
March 11 2019
In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Earnings season – some welcome surprises?
March 11 2019
Watch this month’s video where Ritu Vohora, Investment Director, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprisingly positive, particularly in the US. more...

Investment news for Financial Advisers & Paraplanners - Seneca: Searching wider for ISA income this year?
March 11 2019
Here at Seneca IM, we understand that investors are having to search wider for an attractive income in their ISA. This is where our Diversified Income Fund can deliver. more...

Investment News for Financial Advisers and Paraplanners - Schroders: China cuts growth target, but no signs of mega stimulus
March 7 2019
China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress more...

Investment News for Financial Advisers and Paraplanners - Legg Mason: Fed outlook: “wait-and-see”
March 7 2019
We expect that the Fed will eventually adopt a “wait-and-see” strategy this year, with at most one more rate hike in 2019. more...

Investment news for Financial Advisers & Paraplanners - Old Mutual Wealth: Shattering preconceptions and seeing offshore bonds in a new light
March 6 2019
Many financial advisers have preconceived ideas when it comes to offshore bonds and the type of clients they may be suitable for. However, the changing landscape and new breed of bond solutions are opening up greater opportunities, helping build renewed interest and traction in this market. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Future of the euro zone: an interview with Ashoka Mody
March 6 2019
The received wisdom on the euro zone is that it needs to become more tightly integrated to survive. To ensure the resilience of the monetary union, fiscal transfers to peripheral economies and risk-sharing via the mutual issuance of Eurobonds are necessary and perhaps inevitable. Princeton economist Ashoka Mody takes a different view. more...

Investment News for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Don’t blame the young
March 5 2019
Ed Smith, Rathbones head of asset allocation research, debunks the myth that millennials have themselves to blame for the challenging financial futures they face, and provides a dose of reality for advisers and their clients of all generations to consider. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Beyond Brexit: sourcing sustainable income and alpha opportunities
March 4 2019
Mark Barnett, Head of UK Equities speaks about the UK equity market and how it is an attractive place for the long-term investor. Read more about, opportunities in domestic stocks, and his long-term investment approach. more...