Investments

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 Webcast for Financial Advisers and Paraplanners - Aviva Investors: Earth, Wind and Fire: Do you remember, … September?

A lot has happened in markets since September 2018. Ironically, concerns about slowing growth led to the Fed’s “dovish pivot”, which in turn has boosted returns across a range of financial assets. more...

investment news for Financial Advisers and Paraplanners - Orbis Investments: Man and machine: mapping risk better together

In Above-average companies, below-average prices, we walked through valuation and fundamental measures for the Global Equity Strategy, highlighting a few “clusters” of ideas. We believe that perspective is important. To assess a portfolio’s return prospects, looking at fundamental and valuation metrics is vital. But to assess a portfolio’s risk, another angle is also useful: how our holdings behave. more...

Investment news for Financial Advisers and Paraplanners - Schroders: Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors? more...

Investment news for Financial Advisers and Paraplanners - Orbis Investments: When expectations and reality diverge

On July 17th, something odd happened in the stock market. Netflix released its quarterly results, reporting that revenue had grown by a whopping 26% year-on-year. That is equivalent to doubling revenues every three years, and it puts Netflix squarely among the fastest-growing 10% of companies globally. But stranger things have happened than Netflix growing quickly. Almost immediately, the company’s stock fell more than 10%. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Be clear, be trustworthy

Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison. more...

Investment news for Financial Advisers and Paraplanners - M&G: Central banks turn on the taps

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy. more...

Investment news for Financial Advisers and Paraplanners - Schroders: The fund industry’s wake-up call: how investors want us to act

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative. more...

Investment news for Financial Advisers and Paraplanners - Orbis Investments: There are bigger risks than swimming against the tide

We have always described ourselves as “contrarian” investors. While many of our best investment decisions on behalf of clients in the past have been at odds with market sentiment, we are also quick to point out that we are never contrarian for its own sake. Just like driving down the wrong side of the road is a bad idea, so too is blindly betting against the crowd. There are many nuances, and our degree of apparent “contrarian-ness” can vary over time. more...

Investment news for Financial Advisers and Paraplanners - M&G: Lots of noise, but it’s not the end of the world

To date, it has been another interesting year for financial markets. Investors have settled into a scenario of loose monetary policy, which have eased fears of an imminent recession, although volatility remains. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Medicine, politics and investing: Tensions abound

With the issue of healthcare likely to take centre stage in the 2020 US elections, investors will be watching closely to understand the impact of changes to the industry. more...

Investment news for Financial Advisers and Paraplanners - Aegon: Advisers pay greater heed to cost in fund assessments

Our new research shows that advisers appear to be much more conscious of fund costs in the wake of the FCAs Asset Management Market study – past performance and cost are now seen as the biggest indicators of fund quality. more...

Investment news for Financial Advisers and Paraplanners - Schroders: How will today's consumption tax rise affect Japan's economy?

In a long-awaited move for Japanese economists, investors and policymakers, today Japan raised Value-Added-Tax (VAT) – otherwise known as the consumption tax – from 8% to 10%. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: The benefits of DFM to an adviser’s working week

Lifting the burdensome task of managing client investments from an adviser’s shoulders has an undeniable effect on the structure and goals of their average working week, according to the Rathbones Value of Discretionary Fund Management (DFM) report. more...

Retirement news for Financial Advisers and Paraplanners - Aviva Investors: Five charts that will make you think differently about retirement

Retiring at 60 is a relatively new concept, and possibly a short-lived one in our history. As populations age – and age better – people are looking at a host of ways to stay in work and sustain their retirement income. We present five charts that sum up the changing landscape. more...

Investment news for Financial Advisers and Paraplanners - Invesco: US: Facing a slowdown or recession?

The dreaded R word is garnering more attention with the US Federal Reserve in dovish mode and bond markets in a state of flux following the recent inversion of the yield curve. Is the economic data ringing any alarm bells? more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors sustainable income & growth fund webinar – earn CPD points

As interest rates remain close to rock-bottom levels and retirement journeys become ever-more complex, the need for reliable income solutions has never been greater. In this environment, bottom-up security selection provides an alternative approach to conventional multi-asset income portfolios. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Time to buckle up

New threats require new defences. Our head of multi-asset investments David Coombs explains how he’s filling the sandbags to protect his funds against a populist storm. more...

Investment news for Financial Advisers and Paraplanners - Aegon: A third of advisers say advice increases risk appetites

Recent survey data, commissioned by Aegon, suggests that many people have a poor understanding of the trade-off between investment risk and growth potential. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Culture clashes and windscreen smashes

The first Chinese ‘A’ share we owned in the Invesco Asian Fund (UK) was a company called Fuyao Glass. Although we no longer own Fuyao, two other Chinese auto parts companies with clear parallels – Huayu and Minth – are currently held in this fund. more...

DFM update for Financial Advisers and Paraplanners - Rathbones: The value of DFM

While partnering with a Discretionary Fund Manager is an established investment discipline, there’s been virtually no hard data on how advisers who’ve adopted it have performed against non-adopters. more...

Investment news for Financial Advisers and Paraplanners - M&G Meet the Managers 2019: Last chance to register

Register now for the M&G Meet the Managers live stream on Thursday 26 September to hear from six fund managers who will share their insights on equities, fixed income and commercial property. more...

Investment News for Financial Advisers & Paraplanners - Seneca: Active management and the predictability of markets #2: Robert Shiller

This is the second in a series of four of my investment letters dedicated to active management, focussing on some of the key figures involved in the study of market predictabilities. Having last month written about the “father of modern finance”, Eugene Fama, this month I take a look at Yale economist, Robert Shiller. more...

Investment News for Financial Advisers & Paraplanners - Schroders: Has value investing been disrupted?

Disruption is a major theme in stock markets today with companies such as Amazon and Uber challenging the traditional approach to their respective industries. Such companies are an example of so-called "growth" stocks, with investors attracted by their prospects for expansion and future revenue growth. more...

Investment news for Financial Advisers and Paraplanners - The evolution of sustainable investing

With the Sustainable sector’s newly-fashionable status has come some blurring of the terminology in the scramble to launch new products. Distinct and clearly-defined investment approaches have been stretched and morphed to appeal to an even wider investor base. Much of this comes from inexperience, as some of the new kids on the block seek to claim some ground on the RI landscape. RLAM’s Mike Fox traces the development of the sector and demystifies the current landscape. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Island Time: Slow Bond Investing

Torcail Stewart, investment manager in Baillie Gifford’s Credit team, wants those who are investing in bonds to slow down and take some tips from Island living. more...

Investment News for Financial Advisers and Paraplanners - Prudential Multi – Multi - Asset Investment Update

Join Phil Butler, Multi Asset Portfolio Manager at M&GPrudential Treasury and Investment Office, for a reflection on market performance across 2019 so far. In this video, he also looks at the Fed’s rate cuts, notable investment activity across Q2 and also outlines if there’s cause for concern when it comes to the mixed macro picture that’s appearing. 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 Ł19bn. 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 & Paraplanners - Aviva Investors: Investors must hold bad bosses to account

Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: Private wants, public needs: Creating better incentives for technology, pharma and infrastructure

With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good. more...

Ethical investment news for Financial Advisers & Paraplanners - Prudential: ESG investing

Ben Constable- Maxwell, Had of Sustainable and Impact Investment with M&G Investments, discusses ESG, who it’s for, strategies, drivers and ESG in practice. more...

Investment news for Financial Advisers and Paraplanners - Aegon: Multi-asset, models or DFMs?

In house or external governance? Multi-asset models or DFMs? How are retiring clients investing? Understand the platform investment trends report to find out. more...

Investment news for Financial Advisers and Paraplanners - You are invited to the Invesco 2019 Investment Intelligence Seminars - 80 mins structured CPD

Register now for Round 3 of the Invesco 2019 Investment Intelligence Seminars, running from September to December with over 70 venues and dates to chose from. These are amongst the most popular events in the market - spaces go fast, so make sure you sign up! more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Finding Europe’s Hidden Champions

There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to found, including potential ‘tenbaggers’, companies whose share price could increase ten-fold. Stephen Paice discusses in the latest episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking’. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: BP vote demonstrates power of engagement

As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger. more...

Investment News for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: No-deal panic in Purton

As Brexit uncertainty descends into the ridiculous, head of multi-asset investments David Coombs finds himself in the strange position of hoping for a no-deal to bring some clarity. more...

Investment News for Financial Advisers and Paraplanners - M&G: Falling yields – has gold got its shine back?

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Space- the final investment frontier

Entrepreneurs on the west coast of America are stepping up spending on space. Luke Ward, investment manager, discusses how this new space age might impact investment in this episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking.’ more...

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