May 2018


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  • Mixed Asset funds benefit as volatility hits markets

    10 April 2018

    Mixed Asset was the best selling asset class in February, as stockmarket volatility increased with the fall in markets from the first week of that month. Investment Association data show that Mixed Asset significantly outstripped other asset classes, pulling in £1 billion in net retail sales in February, with Money Market (£455m) and Property...

  • Green bonds – should you be considering this asset?

    9 April 2018

    Liontrust’s Kenny Watson looks at the rise in green bond issuance and whether these investments represent good investments Green bonds are among the fastest-growing financial assets in recent years. Moody’s estimates put global issuance at a record $155bn in 2017 and, with levels predicted to exceed $250bn this year, it shows no signs of...

  • Thesis launches decumulation portfolio service

    5 April 2018

    Thesis Asset Management has launched a decumulation portfolio service, designed to deliver long-term income while reducing hits from the market in the near term.  The Managed Income Service will invest in two broad asset types; lower risk defensive assets and higher risk growth assets. The service will actively rebalance quarterly between the lower and...

  • Understanding PRIIPS – what this new regulation means for paraplanners

    4 April 2018

    Ulf Herbig, Product Owner at KNEIP looks at what paraplanners need to understand about PRIIPs and the challenges posed by the regulation which came in earlier this year.   The new Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation has brought into focus, amongst others, the issue of transaction cost calculation. The regulation aims...

  • AIC launches platform comparison tool

    4 April 2018

    The Association of Investment Companies (AIC) has launched a new tool on its website, allowing users to research and compare platforms. Based on research by platform consultancy the lang cat, the new tool will enable users to research the availability of investment companies on platforms, as well as the costs of holding and transacting...

  • Standard Life reports 30% rise in use of discretionary portfolios

    3 April 2018

    Standard Life has reported a 30% rise in adviser firms investing client money in discretionary manager portfolios on its Investment Hub platform in 2017.  It marks the biggest increase in advisers accessing discretionary portfolios since the Investment Hub launched in 2014 and has led to a 75% increase in assets under administration of £6bn....

  • What risks from the US-China trade tariffs?

    2 April 2018

    Three experts from Fidelity International provide their view on the situation Markets have been on edge in recent days over fresh concerns that trade tensions between the United States and China could escalate further. Fears of a trade war have increased due to plans for punitive tariffs on as much as $60 billion in...

  • Bright spots for investing in the UK market

    27 March 2018

    UK shares have rarely been as unfashionable as they are now. Sue Noffke, manager of the Schroder Income Growth Fund, gives her views on the UK market and where she is seeing opportunities. Uncertainty about the country’s long-term relationship with the European Union, its biggest trading partner, has left many international investors nervous. One...