September 2017
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Latest - INVESTMENT

  • Where to look next for lower risk value?

    2 September 2017

    David Jane, manager of Miton’s multi-asset fund range, says that in seeking lower risk value emerging markets have come upon the asset manager’s radar There are concerns about the impact of low volatility and cash flows into risk assets, against a background of negative real interest rates and continued economic growth. Combined with a...

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  • Four pillars of DFM due diligence

    2 September 2017

    In the first of two articles, Andrew Denham-Davis of Brooks Macdonald looks at processes that can help paraplanners improve due diligence on their discretionary fund manager partners One of the key motivations for advisory firms deciding to partner with discretionary fund managers (DFMs) is the increase in time and resource that in-sourcing DFM services...

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  • MiFID II and PRIIPs mean we are all going to need more training

    29 August 2017

    With new regulations and legislation on the horizon, financial planning firms need to ensure their planners and paraplanners receive suitable training and continuous professional development, writes Jamie Evans, business development manager, 7IM The latest Adviser Market research report by Platforum highlights some interesting trends in the financial planning industry. Aside from the usual statistics...

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  • Currency risk: Watch out for the cross-currents

    28 August 2017

    Anthony Rayner, manager of Miton’s multi-asset fund range, looks at the current trends in currency and how they can affect asset allocation Currencies are an asset class which tends to be volatile, and one which our funds are exposed to, as they’re global multi asset funds. We look to ensure that currency risk doesn’t dominate...

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  • ‘Not all trackers are equal’ – FE 5 Star Crown ratings updated

    22 August 2017

    Over half of UK Gilts funds achieved the five FE Passive Crown rating at the latest Passive Crown rebalance, the ratings agency has announced. This compares to just 18% of Global Equities funds. In total, 268 passive funds were rated in the bi-annual FE Passive Crown ratings rebalance. The ratings are designed to check...

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  • Key lessons investors can learn from the Asian Crisis

    21 August 2017

    It may be 20 years on from the Asian Crisis that brought the Tiger economies to their knees, but there are lessons that can be learned from that crash and its aftermath, says James Horniman, partner and portfolio manager, James Hambro & Partners. It was a crash few people saw coming. Twenty years on...

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  • Reasons for the current inflation paradox

    17 August 2017

    Powerful forces have disrupted relationships that held in previous environments and explain why a decent cyclical upswing, with rates close to multi-year lows, has not been accompanied by roaring inflation, says Anthony Rayner, manager of Miton’s multi-asset fund range Some of the most renowned economic theories suggest that persistently low unemployment, strong economic growth...

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  • Risk profiling

    17 August 2017

    Lawrence Cook, director of marketing and business development at Thesis Asset Management, draws on the firm’s own experience to analyse the process of choosing a risk profiling solution. To go right back to basics, the point of risk profiling is to ensure that clients get good advice leading to suitable investments that will help...

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