June 2018
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Latest - INVESTMENT ZONE

  • What impact a strong dollar on asset allocation decisions?

    17 May 2018

    The US dollar is correlated to multiple asset classes and so, in many ways, sits at the heart of asset allocation decisions, says Henna Hemnani, assistant fund manager for the Miton’s multi-asset fund range. In recent weeks we’ve seen a reversal in some year-long currency trends. Since mid-April the US dollar has been strong,...

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  • Reducing our investment carbon footprint

    16 May 2018

    Liontrusts’s Mike Appleby talks about how the fund manager’s Sustainable Future Funds look to invest towards a lower carbon economy Carbon exposure remains a central issue for sustainability and with many companies innovating in the energy space. It can represent a positive investment theme rather than simply a large corner of the market to...

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  • Vanity, social media and investment tactics

    16 May 2018

    Will McIntosh-Whyte, Rathbone’s multi-asset assistant fund manager, argues that obliging people’s vanity is a good investment strategy – but beware fickle fashion, he warns. Some say the fall-out from Facebook’s data leaks will put an end to technology’s encroachment on our privacy. I believe you shouldn’t underestimate the power of vanity: most people want to be seen...

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  • Equities or fixed income – which to overweight now?

    16 May 2018

    When looking at whether to use equities or fixed income it’s all about timing asset allocation shifts, says Richard Larner, head of Research, Brooks Macdonald. He looks at the current market and the implications for these asset classes. While the economic backdrop of positive, synchronised global growth and subdued inflation has continued in early...

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  • Watch this year’s bounce in the buck

    15 May 2018

    The fluctuation in the US dollar potentially has huge implications for a range of asset classes, says Russ Mould, investment director, AJ Bell. The American politician and one-time Treasury Secretary John Connally once remarked to his country’s trading partners (and rivals) that “The dollar is our currency, but it’s your problem” and this year’s...

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  • Green bonds evolution gathers pace

    15 May 2018

    Green bonds have matured to become an asset class in their own right, says Benjamin Matthews, manager of Heartwood’s Sustainable strategies The green bond market – which marked its tenth anniversary in 2017 – is a key component in sustainable financing. It enables companies to tap the growing pool of cash that is looking...

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  • DFMs must do more to impress advisers, survey finds

    14 May 2018

    Defaqto’s latest DFM service satisfaction survey has revealed that discretionary managers must do more to impress advisers, with just five out of 14 categories exceeding expectations. The survey, which asked advisers to rate DFM providers in relation to the importance of 14 categories, showed that selecting a Managed Portfolio Service (MPS) through a platform...

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  • Technical – SIPP providers’ asset acceptance procedures – commercial land

    13 May 2018

    Martin Tilley, director of Technical Services, Dentons Pension Management, looks at where proposals to add commercial land to a SIPP are more likely to be accepted. SIPP providers’ asset acceptance procedures have been under the spotlight in the recent past and whilst it is generally considered that these processes apply to the more esoteric...

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