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  • FinTech and BioTech to be beneficiaries of Boris Johnson’s vision of change in UK

    5 August 2019

    Prime Minister Boris Johnson’s vision, set out in key speeches, of tackling climate change, alongside his pro-business and pro-tech stance, gives hope to a hugely important part of the UK economy, according to small business investment house IW Capital. The firm sees private investors as a source of vital growth funding for the UK’s...

  • Understanding the risks and rewards of share-linked structured products

    4 August 2019

    Share-linked structured products often offer higher rates of return but the risks compared to index-linked products make them riskier in terms of capital loss for client portfolios, warns Ian Lowes, managing director of Financial management and founder of It has now been more than two years since a retail structured product matured with...

  • Opinion: Why investment trusts should not be on best buy lists

    1 August 2019

    Peter Sleep, senior investment manager at 7IM, disagrees with suggestions that closed-ended funds belong on best buy lists and offers three reasons why. Following the suspension of a well-known open-ended investment company due to holding illiquid assets, there have been fresh calls for closed-ended investment trusts to be included on fund best buy lists, as...

  • Decumulation advice – greater industry focus needed to cope with exponential growth

    31 July 2019

    Advisers have warned that there is not enough industry focus on decumulation, despite expecting the number of clients requiring advice in this area to rise. According to research from Heartwood Investment Management, over three fifths (61%) of advisers said there is insufficient focus paid to decumulation, yet the overwhelming majority (86%) expect exponential growth...

  • Hear from Rory Percival at this autumn’s Technical Insight Seminars

    31 July 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We will be joined once again at selected venues by ex-regulator Rory Percival. Hear what Rory will be talking about in his session.  The seminars...

  • Diversification – dead or deadened?

    29 July 2019

    Is diversification dead? It’s a fair question, says Anthony Rayner, manager of Miton’s multi asset fund range. 2018 saw the vast majority of assets fall and, so far, 2019 has seen the vast majority of assets rise. To put some colour on this, Deutsche Bank analyse a broad range of risk-on and risk-off assets...

  • A brief overview of structured products

    28 July 2019

    Structured products can provide for an alternative investment strategy and thereby a means of diversification within an investment portfolio, offering growth or income and protection of investors’ capital to set levels in market downturns. The following overview is provided by Knowing what to expect from an investment is a fundamental part of what...

  • Three-year track record: Merian Gold & Silver

    24 July 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 examines the Merian Gold & Silver Gold has had a turbulent few years. Having peaked at almost $1,900 per ounce in 2011, bullion lost almost...