Investments

Investment news for Financial Advisers & Paraplanners - M&G: The changing face of investing

The investment industry has gone through a myriad of changes since the turn of the 20th century, fuelled by innovation, technology, regulatory changes and evolving investor preferences. Kirsty Clark, Investment Specialist, discusses the key developments that have been the most influential in the evolution of the industry to date. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Recession Indicators Update: Lessons from 1998-2002

There are many parallels between today and 1998-2002, but the current environment lacks that period's overvaluation and cyclical excesses. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage Stock Stories – Ant Financial

ANT Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Scottish Mortgage’s Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage. more...

Investment News for Financial Advisers & Paraplanners - Invesco: LatAm equity health check

Where are the equity opportunities within Latin America, and what are the key concerns? Can imminent political reforms improve the outlook? more...

Investment News for Financial Advisers & Paraplanners - Attend the Orbis BAFTA breakfast

Morgan Hounsel, international investor behaviour expert, joins the Orbis investment team to discuss thinking differently and investing differently. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: U.S. Jobs: Payday

An explanation of why U.S. job figures beat expectations, why the Fed announced the forces keeping inflation low are “transitory” and the impact of swine fever in China on food related commodities prices. more...

Investment news for Financial Advisers & Paraplanners - Orbis: Why you should avoid home bias

The UK makes up only about 5% of the MSCI All Country World Index. While we may be the fifth largest economy when measured by economic activity, we are just a small island in a much larger global market from an investment perspective. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: A ray of sunshine

David Coombs gets his grump on about the state of global politics. But our head of multi-asset investments is refreshed by the approach of a pragmatic and thoughtful businessman. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: U.S. Municipal Bonds: Different Drumbeat

This week’s update focuses on why the spread between 2-to-10 year U.S. municipal bonds has fallen to its lowest point since 2017 – this supports analysis from Western on this topic. Also, an update on why UK corporate bond issuance has increased and why high rates in Argentina are stopping a shale oil boom. more...

Investment news for Financial Advisers & Paraplanners - Orbis: Does your fund manager have the courage to stay the course?

Fashions change, fads come and go. But in the investment world following fashion can, well, cost you your shirt. In fact, checking whether your fund manager sticks to their investment approach, particularly during periods of underperformance, is an important aspect of your investment review. more...

Tax, trusts and ISA News for Financial Advisers and Paraplanners - Prudential CPD compilation – Bond Taxation

Whether you're recommending an investment bond for your client, or advising them to encash one, it's important to understand how bond gains are taxed. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Flying update: Govt bond yields lower still

111 seconds – government bond yields have fallen even further (to record lows in some cases). Lewis Aubrey-Johnson, Head of Fixed Income Products shares his thoughts from our Henley Investment Centre. more...

Investment news for Financial Advisers & Paraplanners - M&G Equities: All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Amazon – Head in the Cloud

In the eyes of Amazon boss Jeff Bezos, the likely impact of ’the Cloud’ is still not fully understood. He sees it as a fundamental change in computing that will play out over decades. Scottish Mortgage’s Tom Slater considers the opportunities this might present. more...

Investment news for Financial Advisers & Paraplanners - Orbis: 8 investment red flags

When scrutinising companies whose share prices have fallen and never recovered, a few red flags emerge. While not a save-all, knowing these can help you know when to dig a bit deeper and ask the right questions. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Lights will stay on

Rathbones equity analyst Camilla Ayling reflects on the disruption to traditional retail, something of concern for investment managers when looking to invest clients’ funds in the sector. But it isn’t all about online, and Camilla points to a light at the end of the tunnel for some store-based retailers. more...

Investment News for Financial Advisers & Paraplanners - Baillie Gifford: Amazon - Streaming the Future

Following a meeting with Amazon CEO Jeff Bezos, Scottish Mortgage manager Tom Slater considers the online giant’s prospects in the areas of broadcasting, music and gaming with a traditional media and entertainment industry that’s in flux. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Stocks: Five Currency Myths Debunked

In support of Brandywine’s equity funds, this article explains five held misconceptions about currencies’ role in global equity investing. more...

Investment news for Financial Advisers & Paraplanners - Orbis: Not happy with performance? Ask for a refund

After a long equity bull run, long-term return looks uncertain and advisers are increasingly expected to do more than simply pick funds with the best historic performance. Investors are starting to push back against entrenched fee structures that have served them poorly for decades and are likely to hurt them more in future. more...

Tax, trusts and ISA News for Financial Advisers and Paraplanners - Prudential Bonds & OEICs taxation quiz

Register to join one of Prudential’s webinar sessions on Thursday 20 June, to help you identify new opportunities with your clients. Hosted by Graeme Robb – Senior Technical Manager. more...

Investment news for Financial Advisers & Paraplanners - Orbis: How to make sure your clients 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. He said the FCA expects them to do both. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Another can gets kicked

Some optimism has helped to bolster markets which have rebounded from the dog box they were in. Julian Chillingworth, Rathbones chief investment officer, explains why we are cautiously confident but still mindful of the looming threats to global growth. more...

Investment news for Financial Advisers & Paraplanners - Orbis: Fee scrutiny is key as the market cycle turns

Fees have become a thorny issue for the asset management industry in recent years. As low-cost tracker funds have flooded the market, active managers have come under increasing scrutiny to demonstrate their value. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: The Fed’s Inflation Problem

Market and consumer inflation expectations are plumbing new lows. Brandywine research analyst Alberto Boquin explains why this is so, in particular why a dovish outlook and high employment in the US mean the Fed’s 2% inflation target is more likely. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Small Caps: The Outlook in 4 Charts

Steve Lipper, senior investment strategist at Royce, makes the case for why U.S. cyclical small cap stocks are due a rebound. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Scottish Mortgage Stock Stories – Spotify

Tom Slater of Scottish Mortgage shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its founder CEO Daniel Ek. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage Stock Stories – Shopify

Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater of Scottish Mortgage explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Europe vs US: A whole new ball game?

Speculation has been mounting that once President Trump concludes trade negotiations with China, Europe will be next on his agenda. In this article, the European Equities Team look at what a potential US-EU trade war could look like and explain why we believe this is materially different to the US-China situation.Speculation has been mounting that once President Trump concludes trade negotiations with China, Europe will be next on his agenda. In this article, the European Equities Team look at what a potential US-EU trade war could look like and explain why we believe this is materially different to the US-China situation. more...

Partner Webcast for Financial Advisers and Paraplanners - Prudential Quarterly market & PruFolio update - register to earn structured CPD

Register to join one of Prudential’s webinar sessions on Monday 3 June, to help you identify new opportunities with your clients. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Diversification benefits for emerging Europe

Read more to find out why Fund Manager, Nicholas Mason thinks that the emerging equity markets, underrepresented in many global portfolios, could appeal for investors looking to diversify away from the traditional equity products. more...

Investment News for Financial Advisers & Paraplanners - Schroders:

On 20 August 2018, an unknown Swedish teenager called Greta Thunberg stood in solitary protest outside the Swedish parliament. Frustrated at the same unacceptably sluggish action on climate change we highlight in our Climate Progress Dashboard, Thunberg nonetheless cut a lonely figure. A self-proclaimed introvert, it seems unlikely that Thunberg would have envisaged that six months later, around 1.6 million students would protest her cause around the world. more...

Investment News for Financial Advisers & Paraplanners - The Baillie Gifford Managed Fund – Solving the Investment Puzzle

The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film investment managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. more...

Investment News for Financial Advisers & Paraplanners - Short Briefings on Long Term Thinking – The Baillie Gifford podcast

Baillie Gifford’s Short Briefings on Long Term Thinking brings valuable insights into the benefits of taking the long view. You’ll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world. more...

Investment News for Financial Advisers & Paraplanners - Defaqto: Investment outsourcing – where are we now?

Asset managers have been pretty good at designing solutions to take clients' money and accumulate wealth, but now they need to innovate and provide solutions for decumulation. more...

Investment News for Financial Advisers & Paraplanners - Defaqto: The benefits to advisers and their clients of using risk bound fund families (30 minutes)

In recent years, with the market volatility we have seen, there has been a shift in investors’ primary focus from being on return, to being on risk. This document will take a closer look at the multi-asset funds universe and, in particular, risk bound funds. more...

Investment News for Financial Advisers & Paraplanners - Legg Mason: Assessing the Health Care Selloff

Why ClearBridge believes recent headwinds have been largely sentiment driven and that strong fundamentals remain intact across key health care subsectors. more...

Investment News for Financial Advisers & Paraplanners - Legg Mason: Still Room to Run

Non-performing asset figures for US corporations remains at low levels, while interest rates remain low and profit margins are high. ClearBridge says this means there is still more room for expansion in the current economic cycle. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Actions speak louder than tick boxes

Mass reporting on ESG factors could backfire, warns David Coombs, Rathbones head of multi-asset investments. Better to have active engagement and a deeper understanding of the companies you invest in. more...

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