May 2019
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Latest - INVESTMENT ZONE

  • AKG Annual With-Profits briefing available to download free

    31 March 2019

    AKG’s latest With Profits Market Briefing has been published and is available to download free of charge. The Briefing, along with other white papers, can be downloaded using this link: https://www.akg.co.uk/downloads The Market Briefing reflects back on some of the key statistics, developments and trends observed in the annual UK Life Office With Profits Reports, which...

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  • Fee scrutiny is key as the market cycle turns

    31 March 2019

    Fees have become a thorny issue for the asset management industry in recent years, says Dan Brocklebank, UK director of Orbis Investments. He looks at the different fee structures and the potential affect on investor returns. Low-cost tracker funds have flooded the market, putting active managers under increasing scrutiny to demonstrate their value. Regulators expect firms to...

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  • Advisers want more from discretionary fund managers

    26 March 2019

    Adviser satisfaction levels towards discretionary fund managers rose in 2018, but their expectations are rising, according to a new survey by Defaqto. The financial information group said the results showed satisfaction levels improved across all but one of fourteen categories in 2018, reversing the previous year’s trend that saw 10 out of 14 experience...

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  • End of tax year – to put money in a pension or an ISA?

    24 March 2019

    With the end of the tax year rapidly approaching, clients will be increasingly seeking to work out whether their money is best invested in an ISA or pension, but the solution, unsurprisingly, very much depends on personal circumstances, according to BestInvest.  Pensions offer the more superior tax perks, with pensions receiving tax relief equivalent...

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  • Caution revealed in pension freedom withdrawals amongst Brexit uncertainty

    20 March 2019

    New research has suggested that pension freedoms investors are acting cautiously amid difficult market conditions and Brexit uncertainty. The findings revealed that, on average, regular annual pension freedoms withdrawals are 4.7% of the fund value, almost a third lower than a year ago, according to AJ Bell. The pensions group said savers appear to be...

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  • This is a headscratcher…

    17 March 2019

    Nothing hurts more than expecting a cheque yet receiving a bill. Could this be why US data is so perplexing at the moment? Rathbones’ chief investment officer Julian Chillingworth explains. With the American fourth-quarter earnings season wrapping up, corporate profitability has been fairly resilient. Of course, the real test will be whether companies can...

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  • Why we need more women to invest

    13 March 2019

    The more serious engagement of women in investment has the power to make material and lasting change happen, argues Georgiana Murariu, senior researcher, Research in Finance. On International Women’s Day organisations around the world showed their support for female empowerment and drew attention to the hardships still faced daily by women globally. We think...

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  • Chancellor plans legislation to protect financial services post Brexit

    13 March 2019

    In Spring Statement Chancellor Phillip Hammond focussed on protecting financial services post Brexit, while commentators saw no reason for changes to pensions tax relief and a glimmer of hope for social care policies. Chancellor Phillip Hammond used his Spring Statement to outline plans to introduce new financial services legislation in the immediate aftermath of the...

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