Latest - The Investment Committee

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  Paraplanner view: How do we make our investments greener?

  20 February 2020

  In the first of three articles, Sharon Bray, senior paraplanner/head of Compliance at Taylor Money looks at our investment choices in terms of compromise and long term horizons “The trust in the natural world is changing. And we are totally dependent on that world. It provides our food, water and air. It is the...

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  How demographics affect stock and bond market yields

  20 February 2020

  Demographic trends can be used by investors to predict both the stock and bond market yields, a new study suggests. According to research from Warwick Business School and Copenhagen Business School, US stock and government bond markets have tracked similar paths since the Second World War. Yields from both markets followed similar 20-year boom...

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  Parmenion launches ‘Advise Her’ female targeted advice campaign

  19 February 2020

  Platform provider Parmenion has launched an advice campaign aimed at women in a bid to close the gap between female wealth and female investing. The “Advise Her” campaign aims to better address the financial needs of women, with generation X and millennial women representing a market worth over £36 billion in the UK. Parmenion...

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  Zurich adds Clever MPS to platform

  18 February 2020

  Zurich has added Clever MPS to its intermediary platform, taking its total number of platform partnerships to 13. Through CleverMPS, advisers can offer their clients the choice of five investment portfolios according to their appetite for risk and investment objectives, with exposure to at least six asset classes. The technology behind CleverMPS analyses and...

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  2020 – the year we see earnings returning?

  16 February 2020

  Romain Boscher, Global CIO Equities, Fidelity looks past the political noise and focuses on what matters most for equity investors – earnings growth. After a lacklustre 2019, he discusses why 2020 could see a recovery and how this could impact market leadership. Equity markets rebounded in 2019 once an uncomfortable period of Fed tightening...

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  The Investment Committee: Outlook for 2020

  12 February 2020

  David Jane of the Premier Miton Multi Asset team gives their collective assessment of themes and trends to consider in 2020 and beyond. First published in the February 2020 issue of Professional Paraplanner As outcome focussed multi asset investors, we do not see much mileage in forecasting economies or markets. We do however need...

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  Three-year track record: Fidelity Asia Dividend

  12 February 2020

  Juliet Schooling Latter, research director, FundCalibre and Chelsea Financial Services continues her series for professional Paraplanner looking at funds that are coming up to or have just past three-year anniversary of launch. Asia has typically been viewed as a growth opportunity by investors, but the region has developed substantially over the past 15-20 years,...

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  Time to look east for investment in 2020?

  11 February 2020

  Could 2020 see a rotation in markets? While central bank policy remains accommodative, there is a risk that the returns to those areas that have been the greatest beneficiaries have largely played out. In this context, Paras Anand chief investment officer Asia at Fidelity International, revisits the case for Asia. As we enter 2020,...

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