July/Aug 2019


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  • Yield curves and modified duration – CII exams R02, J10, J12 and AF4

    9 May 2019

    Analysing the features of bonds is important for anyone thinking of making an investment in this asset class. It is equally important for students of the investment-focused CII exams.  Questions often come up in R02, J10, J12 and AF4. This post was originally published on the Brand Financial Training Blog at https://brandft.co.uk/yield-curves-and-modified-duration/ and has...

  • NS&I launches new online service for financial advice firms

    8 May 2019

    NS&I has launched a new online service for financial advice firms, providing advice firms with secure online access to information on their clients’ NS&I holdings via a purpose-built portal. The service, previewed by Andrew Pike, head of Intermediary Relationships at NS&I at the Professional Paraplanner Technical Insight Seminars last year, is available via secure...

  • Investing for the next generation – quirks and pitfalls of the most commonly used account types

    7 May 2019

    In the UK, it is forecast that £5.5 trillion will be transferred through the generations over the next 30 years.[1] So how might people consider saving for children or grandchildren? Three of the most common ways to invest for children under 18 are through ISAs, SIPPs and bare trust investment accounts. Grant Blakey, technical resources...

  • Are we in a different economic and investment landscape now?

    2 May 2019

    David Jane, manager of Miton’s multi asset fund range, asks whether something has fundamentally changed in the nature of economic cycles?  After a decade of unbroken economic growth, at least in the world’s strongest economy, the US, one starts to speculate on whether something has fundamentally changed in the nature of economic cycles. It’s...

  • RWC aims at Next Generation Emerging Markets

    1 May 2019

    RWC Partners has launched a new emerging markets fund offering investors a gateway to high growth opportunities, which it says are under-represented by the current indices and funds on offer.  The RWC Next Generation Emerging Markets Fund will be managed by an 18-strong emerging and frontier investment team headed up by RWC’s co-head of...

  • Fund manager Q&A: Damien Lardoux, head of Impact Investing at EQ Investors

    29 April 2019

    What is impact investing and how can it effect the world we live in? We asked Damien Lardoux, head of Impact Investing at EQ Investors, to explain what he and his team are focussed on and how they go about selecting the right investments for the range of portfolios For anyone new to positive...

  • Financial wellness requires mental space to tackle important decisions

    29 April 2019

    People are not devoting the time to making important decisions around their finances and need to create the time and mental space to do so, new research has shown. One in five (19%) consumers say they put off financial admin because it’s too time-consuming, while 17% find it too stressful, according to research by...

  • Millennial retirement planning and property wealth

    23 April 2019

    Rathbones head of asset allocation research Ed Smith explains why IFAs and paraplanners should encourage their younger clients not to rely on property wealth when it comes to funding their retirements. If any of your younger clients, or the children of your clients, are looking to property for funding retirement, it might be wise...