July/Aug 2019


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  • Opportunities for sustainable investment increasing

    22 August 2019

    As the opportunities for sustainable investing increase, so do the risks and the need for fund managers to have the right processes in place, says David Harrison, manager of the Rathbone Global Sustainability Fund. With many more companies tackling the sustainability of their businesses, the investment opportunities for ethical fund managers are growing, says...

  • EU economic headwinds backing Brexit

    22 August 2019

    Boris Johnson’s Brexit strategy appears to be working  but only due to EU economic headwinds, according to Nigel Green, CEO of deVere Group. Boris Johnson’s Brexit strategy appears to be working but primarily because a recession is looming over Germany – meaning both sides need a good and fair deal, the boss of the independent...

  • IFA group offers investment and structured product solutions to wider advisory market

    20 August 2019

    Lowes Group, the Newcastle headquartered Independent Financial Advice and Investment Management firm, with a specialism in structured products, is expanding its investment proposition, targeting networks, nationals, discretionary wealth and fund managers and individual financial advice firms. The group has appointed a Head of Intermediary Distribution, Kimberley Campbell to specifically help grow the investment management...

  • Neil Woodford, regression to the mean, and learning from the past

    19 August 2019

    To what extent is investment success a factor of randomness and investors’ susceptibility to being fooled by it? Colum Wilde, founder and CEO of CleverAdviser, ponders the question in relation to Neil Woodford’s funds  “The markets can remain irrational longer than you can remain solvent,” proclaimed the great economist John Maynard Keynes. Maybe the...

  • Property tax – how to tackle it

    18 August 2019

    With numerous property tax changes already in place (and more due in 2020/21), there are a number of opportunities for adviser firms to help clients, says Zurich wealth specialist Andy Woollen. Whenever I ask a roomful of advisers if any of their clients are landlords or own second properties – and I often do...

  • Three-year track record: Baillie Gifford Japanese Income Growth

    14 August 2019

    In her monthly column for Professional Paraplanner, Juliet Schooling Latter, research director, FundCalibre, looks at funds that have just passed or are approaching their three-year track record. This month she turns her attention to Japan and the Baillie Gifford Japanese Income Growth I’m reliably informed that the Rugby World Cup begins this month in Japan. When I...

  • Contrarian take on electric cars: Honda vs Tesla

    13 August 2019

    Ben Preston, manager of the Orbis Global Equity fund, looks to the future and says as an investor he is not following the electric vehicles trend, as yet When you look at electric car chargers, it feels like looking into the future. A world of zero emissions and clean energy, where the combustion engine...

  • 3bn ploughed into ethical funds in a year

    12 August 2019

    Younger generations are leading the growth in assets of ethical funds as numbers show responsible investing does not mean sacrifice of performance Research by AJ Bell shows that over the past year almost £3bn of money has been invested into ethical funds. Part of the growth in interest in greener portfolios, the firm says,...