Latest - INVESTMENT ZONE

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  STAR Steering Group commits to ‘galvanise the industry’ on pensions and investments transfers

  17 June 2019

  STAR, the industry initiative to improve outcomes for individuals wanting to transfer their assets, such as pensions and investments, held its inaugural Steering Group meeting, including 30 funding members and the FCA, and said it is determined to galvanise the industry into signing to the initiative, ahead of the next FCA platforms paper which...

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  Markets warrant caution and capital protection, warns Fidelity Multi-Asset CIO

  16 June 2019

  An environment of trade wars and a more hawkish Federal Reserve has prompted Fidelity International Multi-Asset funds to take a cautious approach to investments, with a renewed focus on protecting capital. Following a strong first four months to the year, which saw a steady upward trajectory in risk assets and the longest consecutive period...

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  Winners of the Professional Paraplanner Provider Awards 2019

  14 June 2019

  We are delighted to announce the winners of the Professional Paraplanner Provider Awards 2019. The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades. For these awards we asked our readers to nominate...

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  Structured products 10-year results show strength of sector

  11 June 2019

  Structured products have proved to be one of the best performers over the past decade, with 88% producing a positive result for investors, according to research from Lowes Financial Management. The group’s United Kingdom Structured Product Sector Review* analysed the 4,398 structured products issued since the 2008 financial crisis. The sector as a whole returned an...

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  Why and when it pays to follow the less popular view

  10 June 2019

  Rob Perrone, investment counsellor at Orbis Investments, believes it is better to be contrary and ‘picky about prices’. Fiona Bond reports It may not seem like the most obvious factor, but Perrone says investors considering attractive investment opportunities should look at companies’ capital investment cycles. According to Perrone, if lots of people are eager...

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  Brexit – 3 years lost and nightmare won’t be over at Halloween, predicts adviser firm CEO

  9 June 2019

  Brexit Britain has already lost three years and the nightmare could last well beyond the new Halloween deadline, says Nigel Green, the chief executive and founder of deVere Group. Brexit has thrown Britain into a profound existential crisis. It has cost Britain three lost years of opportunity. Brexit has almost entirely overtaken the public...

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  Why ESG matters in value investing

  9 June 2019

  Kevin Murphy, Equity Value Fund Manager at Schroders, explains the importance of integrating environmental, social and governance factors (ESG). It’s not just the E of ESG that matters – for value investors the S and G are vitally important too. As value investors, we have long taken ESG considerations into account when investing in stocks....

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  FCA tightening of P2P rules seen as ‘arbitrary’

  6 June 2019

  New rules from the Financial Conduct Authority to protect investors using peer-to-peer platforms, amid concerns of overexposure to the small but fast-growing sector, have been described as arbitrary and hard to enforce.  From December, anyone wishing to invest in peer-to-peer will have to pass a test to show they understand the risks involved and...

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