Investments

Investment news for Financial Advisers & Paraplanners - Invesco: Long term opportunity in domestic value

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

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 - Defaqto: How to navigate absolute return funds

Jason Baran explains what an absolute return fund is, and why the sector has been criticised by the regulator. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Beware the risks of equity market concentration

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 - Aviva Investors: Conscious decoupling: GDP and environmental sustainability

One of the most serious problems with GDP is that it fails to measure the impact of economic growth on the planet’s finite environmental resources. As economist Kenneth Boulding once put it: “Anyone who believes that exponential growth can go on forever in a finite world is either a madman or an economist.” more...

Investment news for Financial Advisers & Paraplanners - Defaqto: How much risk are your clients really ready to take?

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

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

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

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 - Aviva Investors: Currencies: The phoney War?

With US President Donald Trump accusing China of manipulating its exchange rate to gain the upper hand on trade, we consider the likelihood of an all-out currency war between the rival superpowers. more...

Pension news for Financial Advisers and Paraplanners - Prudential: A birthday to celebrate

Prudential’s PruFund Growth in pensions is about to have its 10thbirthday. more...

Investment news for Financial Advisers & Paraplanners - Invesco: High Yield – a stock picker’s market

After the strong returns of 2016 and 2017, this year has so far been a more testing time for the high yield bond market. What has been happening and what does this mean for investors in the asset class? more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: ESG: Conservation Can Create Capital

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

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

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

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 & Paraplanners - Prudential: Environmental Social & Governance (ESG) and PruFunds

A question that is often asked is whether PruFunds have an ethical stance or indeed are they ethical portfolios? Adrian Gaspar, Product Specialist at Prudential Portfolio Management Group explains more. more...

Protection news for advisers and paraplanners - Royal London: The state will provide, won’t it?

“I don’t need it” is probably a common objection you hear when talking to your clients about income protection. But unless they’ve built up substantial savings, how would they expect to replace their income if they were unable to work through illness or injury? more...

Investment news for Financial Advisers & Paraplanners - M&G: Investment themes you can’t ignore

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

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

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...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner: Definition of Risk Must be the Same from Investor to Investment, no Matter What Your Tool

The fundamental definition of risk being lost in translation in the investment process remains very real following this month’s Money Marketing survey results. more...

Investment news for Financial Advisers and Paraplanners - Rathbones: Safe harbours

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

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

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 - Aviva Investors: Building trust and delivering value

In partnership with The Investment Association and ITN Productions, this four-minute Aviva Investors video highlights the crucial role of asset managers to create a more sustainable world. more...

Investment news for Financial Advisers and Paraplanners - FundsNetwork: helping you with your due diligence

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

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

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...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner puts Institutional Level Asset Analysis at Fingertips of Advice Firms

Dynamic Planner, the UK's preferred digital risk profiling and asset allocation investment service, has extended access to a level of precision and detail across 49 asset classes that has until now only been used by Dynamic Planner's Asset and Risk Modelling team (ARM). more...

Investment news for Financial Advisers and Paraplanners - Defaqto: How to help clients choose the right income fund for retirement

The pension freedom reforms, which relaxed the compulsion on retirees to purchase an annuity when accessing their pension pots, were announced by the government in 2014 and introduced a year later. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner: Why recommend Risk Target Managed investments for clients?

Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing Suitability’ paper published in March 2011. This set a key expectation that when your clients are risk profiled, the investment recommendation is profiled on a consistent basis, both at the time of initial advice and as part of your ongoing service. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Japan’s core strength and stability

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

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

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 Adviser and Paraplanners - Plain English Finance: Sell the hare, buy the tortoise?

Long-time readers of these emails will hopefully be aware by now that we have our own investment fund – the snappily named VT PEF Global Multi Asset Fund (don’t get me started on the name – there is an immensely boring story behind why it is such a mouthful. Suffice to say that it isn’t our fault!). more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Rising bond yields need not spell disaster for real assets

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

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 - Octopus: Why more advisers are turning to VCTs

The number of advisers recommending venture capital trusts (VCTs) is on the rise. And there’s a very simple reason. Recent changes to legislation mean more clients are facing the kind of planning problems that VCTs can help solve. You may well have clients in that boat. That’s why Octopus Investments have created a dedicated VCT hub, packed with guides and other resources to help you do more with VCTs. more...

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