June 2018
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  • When in Rome – think micro not macro

    6 June 2018

    Italy, like Europe, needs a specific investment approach, suggests David Jane, manager of Miton’s multi-asset fund range.  Early in my career I came to my boss with some research on an Italian food company. His response, “There’s only one thing you need to know in investment – never invest in Italy”. Sage words, as...

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  • AIC warns on data taken ‘in isolation’ from KID documents

    5 June 2018

    The Association of Investment Companies (AIC) has called upon the FCA to protect consumers, following concern that the methodologies and disclosures required by Key Information Documents could lead to misleading information. The AIC argues that data providers and platforms should not extract individual figures from KIDs and present them in isolation but give those...

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  • Office space demand/supply is opportunity for property investors

    5 June 2018

    Investors are cashing in on booming demand for office space as a lack of property supply drives up rents, according to Richard Peacock of Kames Capital. Years of chronic undersupply, caused by a lack of development finance and higher development costs, has left Britain’s regions woefully short of quality office space, Peacock says, with...

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  • Why we favour 8-10 year structured products  

    4 June 2018

    Longer investment terms increase the opportunity for structured products to mature with a positive gain for investors, says Colin Mclachlan, Lowes Financial Management, citing 8-year and 10-year products as illustrations.   The majority of structured investments offer contingent capital protection, where capital is only lost at maturity if the underlying index falls by more...

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  • AJ Bell launches ‘higher risk & return’ Passive Global Growth fund

    4 June 2018

    AJ Bell has launched a new fund within its passive multi-asset range, aiming to offer clients a higher expected return.  The Passive Global Growth fund was introduced in response to ongoing demand from long-term investors for higher risk investment strategies and the increased global outlook of advised clients, the firm said. The fund will...

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  • Easy ride is over – now investor choices become harder

    3 June 2018

    It’s time to decide between the baby and the bathwater, says Anthony Rayner, manager of Miton’s multi-asset fund range. During the QE dominant years, it didn’t seem to matter if investments fell into the ‘baby’, or the ‘bathwater’ category. More to the point, the process of ‘throwing out’ was pretty infrequent. Monetary policy was...

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  • June Issue OUT NOW

    3 June 2018

    For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

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  • FCA finds suitability failures in automated advice services

    29 May 2018

    Automated advice firms are falling short on suitability and service, a review by the FCA has found.  The regulator looked at seven firms offering automated discretionary investment management services and three firms providing investment advice exclusively through automated channels. The findings showed that service and fee-related disclosures at most online discretionary investment management firms...

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