Investments

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Sleepless in Harwich

Two times a dad, our multi-asset investment specialist Craig Brown is finding it hard to learn old lessons. Like with investments, sometimes it’s painful when you just can’t leave things be… more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: European gazette autumn 2019

Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japan’s ‘lost decade’. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Why measuring the output gap supports our asset allocation

Changes in our high frequency measure of the US output gap track accurately changes in the Fed Funds rate. This relationship highlights that the market currently prices a continuation of downward inflationary pressures, over and above what the Fed expects. This supports our asset allocation of remaining underweight government bonds and overweight lower-duration, higher-yielding assets such as credit. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Slowly, slowly does it

Our fixed income team provide their weekly snapshot of market events. more...

Investment news for Financial Advisers and Paraplanners - Orbis Investments: How to make sure you receive value

The high fees paid to active asset managers have captured the attention of regulators in recent years. Most recently, in February, the Financial Conduct Authority’s chief executive, Andrew Bailey, told a parliamentary committee that the fund management industry had failed to pay sufficient attention to costs, instead focusing only on investment returns. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Amid a host of central bank developments, one constant remains

Four central banks revisited policy, plus two new reports pointed to a continued global slowdown. more...

Investment news for Financial Advisers and Paraplanners - M&G: Opportunities in infrastructure investing

At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&G’s approach to investing in this asset class. more...

Investment news for Financial Advisers and Paraplanners - Aberdeen Standard Investments: A guide to investing for income

Having an income is a priority for many investors in both their working lives and in retirement. more...

Investment news for Financial Advisers and Paraplanners - The importance of infrastructure

Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy. Yet not enough is being invested in the assets that provide society's essential services. With government finances under pressure and limited expertise in the public sector, the private sector will play a significant role in the restoration and upgrade of our critical infrastructure. more...

Investment news for Financial Advisers and Paraplanners - M&G: 2020 Vision

Will 2020 be the year the “bond bubble” bursts? Read Jim Leaviss’ bond market outlook for 2020 as he discusses the seven trends which may make you think twice about saying goodbye to fixed income 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 - Columbia Threadneedle Investments: Asset allocation update

As 2019 draws to a close, we are strikingly neutral across asset classes and with considerably less appetite for risk than at the start of the year. more...

Investment news for Financial Advisers and Paraplanners - Invesco: General Election 2019: What spending promises might mean for gilts

In recent years the UK’s fiscal backdrop has been improving, but with both Conservatives and Labour proposing big increases in investment spending, how could this affect the gilt market? more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Do turkeys vote for Christmas?

Misinformation is rampant ahead of the UK election, as if things weren’t chaotic enough. Multi-Asset Portfolio Fund manager Will McIntosh-Whyte worries about what plans the politicians may be hiding and how markets will react to the eventual result. 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 - M&G: Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers? more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: What responsible investment looks like

Rathbones’ stewardship director Matt Crossman explains the Principles for Responsible Investing and how we’ve been putting them into practice over the past 10 years. 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 - Invesco: General Election 2019: the first two weeks

Graham Hook, Invesco’s Head of UK Government Relations and Public Policy sums up the campaigning so far and looks ahead to next month’s action. more...

Investment news for Financial Advisers and Paraplanners - Rathbones Q1 adviser seminars

Rathbones’ annual adviser seminars return early in the new year, with 28 events taking place across the UK. The seminars will run from 14 January to 5 February. more...

Investment seminar for Financial Advisers and Paraplanners - Transparency Task Force: The woes of Woodford - who needs to learn what?

The overall purpose of this particular symposium is to shine a bright light onto the important topic of costs/charges, in keeping with TTF’s mission to help fix what’s wrong in financial services, so consumers get a better deal; and trust and confidence can be restored. more...

Investment News for Financial Advisers and Paraplanners - How to deal with an erratic business partner

Say you own a small stake in a company. Every day, one of your partners tells you what he thinks the business is worth, and he offers to buy your stake or sell you another on that basis. Sometimes his idea of value seems justified by the company’s prospects. But other times, his excitement or fears run away with him, and the value he suggests seems little short of silly. more...

Investment News for Financial Advisers and Paraplanners - Schroders: The Great Wealth Transfer breakfast – Wednesday 4 December 2019

Schroders & Octopus Investments would be delighted if you would join us for The Great Wealth Transfer breakfast seminar starting at 8.30am on Wednesday 4 December at 1 London Wall Place. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Making a better world, and a profit

Rathbones’ head of asset allocation Edward Smith explains why he believes that responsible capitalism is in every long-term investor’s self-interest – even if they don’t care about the societal benefits. 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 - FundsNetwork’s retirement and pension training Money purchase annual allowance (MPAA)

A step-by-step approach to explain the intricacies of the MPAA. What happens when it is exceeded, what's the impact on the annual allowance, what events trigger it, and much more. more...

Investment News for Financial Advisers and Paraplanners - Invesco: US business cycle, Draghi legacy and UK business investment

How healthy is the US economy? European Central Bank – end of an era? How is UK business investment faring amid Brexit uncertainty? more...

Investment News for Financial Advisers and Paraplanners - Aegon: 10 minute market snapshot podcast

Listen to Aegon’s investment team chat about Brexit and its potential impact, and hear a roundup of global asset class prospects more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: DFM and investment performance

A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare when it comes to investment performance? 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 News for Financial Advisers and Paraplanners - Canaccord Genuity Wealth Management: Responsible investing is here to stay

The movement towards more sustainable investment opportunities in 2019 is driven by both big institutional investors and millennials, and this theme is reinforced by the findings of our recent survey of high net worth individuals. more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: Explaining how pension withdrawals are taxed

HMRC has paid back £480m to taxpayers since the introduction of the pension freedoms (FT Adviser 31/07/19). To support you and your clients, FundsNetwork have created a practical guide where they explain how the tax on pension withdrawals is administered and outline the process for reclaiming any overpaid tax. more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - Investec UK Alpha I Acc GBP Fund

Looking to provide a consistent and reliable level of outperformance. 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 - M&G: Is active investing ready to make a comeback?

A key feature of the longest equity bull market in history has been the inexorable rise of passive strategies, gathering significant assets under management at the expensive of active managers. However, can the cyclical nature of active and passive performance, combined with the rise in ESG demand restore the balance between the two? more...

Investment news for Financial Advisers and Paraplanners - Rathbone Investment Insights Q4 2019

Trade wars continue to cloud the outlook for businesses and consumers. Closer to home, Brexit uncertainty has gone from bad to worse. Our new Prime Minister Boris Johnson’s first few weeks in office have been pretty spectacular. more...

Investment news for Financial Advisers and Paraplanners - Canaccord Genuity Wealth Management: Making an impact on emerging markets

Traditionally, investing in companies operating in, or with some exposure to, emerging markets as often offered investors attractive returns – and an allocation to emerging markets adds useful equity diversification in a portfolio. However, these companies may not necessarily have been doing any good for the developing countries themselves. more...

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