June 2019
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Latest - INVESTMENT ZONE

  • In the face of data inconsistencies, where now for bond yields?

    5 June 2019

    The traditional correlation between bond yields and economic performance is not working as it has in the past. So, what does this inconsistency tell us? David Jane, manager of Miton’s multi asset fund range, takes a view. US government bond yields are reaching new recent lows while economic data, at least in the US,...

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  • Woodford Equity Income fund suspension – unwelcome but inevitable

    4 June 2019

    Darius McDermott, managing director of Chelsea Financial Services, comments on the suspension of trading in LF Woodford Equity Income fund. It is not a good sign, nor a good thing for the industry, that a flagship UK equity income fund has has to suspend trading. Unfortunately, it will have become impossible for Neil to...

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  • What does the FCA’s Thematic Review on with-profits tell us?

    2 June 2019

    Guy Vanner, managing director, AKG, reviews the FCA’s recent paper on the fair treatment of with profits customers and looks at some of the implications. On 25 April the FCA published its long-awaited Thematic Review (TR19/3) of the Fair Treatment of With Profits Customers. It was the first Thematic Review of the with profits...

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  • Responsible investment expert John Ditchfield joins Helm Godfrey

    2 June 2019

    Wealth manager Helm Godfrey has appointed sustainable and responsible investment expert John Ditchfield as head of responsible investment, as it seeks to meet growing demand from clients for sustainable investment solutions.  Ditchfield will focus on developing the firm’s products, services and expertise in responsible investment, having built up vast experience of the sector. He...

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  • Advised investors gaining up to 25% performance over DIY investors

    30 May 2019

    Investors who seek financial advice are outperforming DIY investors by more than 25% a year, according to the latest Legg Mason Global Investment Survey.  On average, advised investors achieved returns of nearly 7.5% in 2018, significantly above the 5.9% achieved by those who picked their own investments. Legg Mason, which surveyed more than 1,000...

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  • May resignation could lead to recession, warns Schroders economists

    24 May 2019

    Schroders’ economics experts share their views on the potential impact of  Theresa May’s resignation, announced for 7 June, and Boris Johnson as favourite to become the UK’s next Prime Minister. Theresa May’s announcement that she will be stepping down as Prime Minister on 7 June will trigger a Conservative Party leadership contest, the winner...

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  • New income fund research service from Dynamic Planner

    23 May 2019

    Dynamic Planner has launched a new research service focused on income funds, aimed at helping advisers to make sustainable, risk-adjusted fund recommendations to their clients.  The service will look at income funds from seven asset managers. It will provide information on their philosophy and process and risk management controls as well as additional details...

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  • Is your investing sustainable? asks Rathbone’s David Coombs

    22 May 2019

    With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments David Coombs preaches the importance of good shock absorbers for investment portfolios After suffering one of the worst Decembers on record, these mood-swinging markets are back on a high. This might be a good time to check whether your portfolio is ready...

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