September 2017
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Latest - INVESTMENT

  • How to make the LISA better

    16 August 2017

    Scottish Friendly has put forward a 6-point plan to correct the flaws it sees in the Lifetime ISA Scottish Friendly has outlined a series of recommendations to enhance the Lifetime Isa (LISA) and help it achieve its potential. The Glasgow based financial mutual has called on the Government to reform the product to ensure...

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  • 5 ideas for income generating portfolios as UK Equity Income stocks suffer

    14 August 2017

    Adrian Lowcock, investment director at Architas, suggests 5 ways to diversify a portfolio to deliver income as alternatives to equity income funds. In recent weeks we have seen some of UK’s largest companies and popular dividend paying shares such as AstraZeneca and British American Tobacco (BAT) have suffered on disappointing news. The impact has...

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  • Technical: How volatility can affect returns offered by structured products

    13 August 2017

    Ian Lowes, founder of StructuredProductReview.com, explains how volatility and other factors in the market can result in headline rates changing from one issue to the next and how structured products can be used in client portfolios. Those of you who use UK structured products within your portfolio construction will know that providers launch new...

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  • Artificial Intelligence fund launch from Smith & Willamson

    13 August 2017

    Smith & Williamson has launched an actively managed global thematic Artificial Intelligence (Ai) Fund. The fund is a high-conviction, unconstrained equity fund, offering investors pure exposure to a concentrated portfolio of companies that derive most, or all, of their revenues and growth from Ai. It is managed by managed by former Pictet managers Chris...

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  • Long Term Care – creating drawdown alternatives

    9 August 2017

    Thinking about old age can be stressful. Surveys suggest people are more fearful of being put in a care home than they are of death. Funding directly from assets is a viable option that can help alleviate people’s anxiety, says James Goward, Rathbones head of Sales Support. Less than half of UK homeowners under...

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  • Why we should be considering profits with principles investments

    9 August 2017

    Responsible investing is becoming mainstream as a source of long-term alpha, says David Osfield, fund manager at Eden Tree The active management industry is under immense scrutiny. Cost pressures and the rise of smart beta are pushing closet trackers to the brink of extinction. In the forging of the new investment landscape, a narrow...

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  • Regulation: Client reporting under PRIIPs and MiFID II

    8 August 2017

    Mikkel Bates, regulatory consultant at FE, looks at the changes coming in under PRIIPs and MiFID II in 2018 and how they will affect the material and information that needs to be provided to the client.   There are now around five months until the live date for PRIIPs and MiFID II, so how...

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  • Systemic risk today echoes 2007

    8 August 2017

    Arif Husain, head of International Fixed Income at T. Rowe Price warns investors to remain vigilant. Risks to the global towards China tends to be herd- economy are building. An unpredictable political environment in the US, the possibility of a slowdown in China and the looming prospect of an end to the long period...

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