Industry Voice
Adviser approaches to outsourcing
Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'
Consumer guide to ethical investing: a clear philosophy
Industry Voice: Investment priorities are changing. More and more people are concerned both with the investment returns they can make on their savings, and whether their money is being managed in a sustainable way.
Biotech in the fight against cancer
INDUSTRY VOICE: Big players in the healthcare sector are desperate to differentiate their approved 'checkpoint inhibitors' (a drug that unleashes an immune system attack on cancer cells) by combining their use with conventional chemotherapy or other new...
Global High Yield: Keep calm and carry on
INDUSTRY VOICE: A gradual normalisation of monetary policy in developed economies against a backdrop of steady global economic growth should continue to be supportive of high yield credit in the medium term. Higher oil prices and rising interest rates...
2018 Secular Outlook: Turning Point for the Global Economy
Industry Voice: PIMCO sees five potential "rude awakenings" that could mark a significant turning point for the global economy over the next three to five years.
Animal spirits? Only if you're thinking of sloths…
INDUSTRY VOICE: 'Animal spirits' is the term John Maynard Keynes used in his 1936 book 'The General Theory of Employment, Interest and Money' to describe the instincts and emotions that ostensibly influence and guide human behaviour, for example: consumer...
Three low cost ways to protect your portfolio
INDUSTRY VOICE: Choppy markets, rising inflation and the threat of interest rate hikes: investment risk may be on the rise. In this video, Adam Laird, Head of ETF Strategy for Lyxor ETF, discusses three ways you can use ETFs to protect a portfolio.
Tactics for advising between the generations
Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'
Advisers respond: Client retention or acquisition?
Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?
Payments, petrol stations and coffee cups: The hunt for hidden defensives
Industry Voice: Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, analyses how as a contrarian investor, he has had to adapt to changing market conditions in order to stay ahead of the market. He also...
Know thyself, then invest
Partner Insight: The team responsible for managing LGIM's Multi-Asset Targeted Return Fund discuss how they overcome a range of individual investment and behavioural biases in order to deliver a cash +5% return target
Advisers debate the future of client engagement tactics
Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'
Navigating Japan's Changing Investment Landscape
INDUSTRY VOICE: At first glance, Japan appears to be in a sweet spot. A combination of structural reforms, a stable political environment and consistently easy monetary policy has revitalized the country's economy since 2012. The country has also become...
Rising market volatility drives new opportunity
Industry Voice: If 2017 saw one of the more benign market environments in decades, 2018 is already proving to have a bit more bite. This heralds the return of alternative or less directional trading, according to Steve Waddington, multi-asset manager...
Segmenting clients by asset size doesn't work, say advisers
Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'
Is the sovereign debt crisis returning?
Industry Voice: Investors are asking themselves if the Sovereign debt crisis has returned to Europe. The major question being, is Italy going to leave the Euro? How can we assess these probabilities? The latest Eurobarometer data on Italian public opinion...
Why balance sheets matter for dividend investors
INDUSTRY VOICE: Leverage can be an investor's best friend or worst nightmare. Though companies may borrow to expand, indebted companies can suffer when markets are under pressure. Lyxor ETF looks at company leverage, balance sheet strength and why it...
Eaton Vance: an alternative to hedging downside risk
INDUSTRY VOICE: The resurgence in equity market volatility in 2018 has again focused investor attention on how to limit downside risk in a portfolio without giving up too much of the upside potential associated with long-term equity investing.
China sees red on trade
Industry Voice: Bill McQuaker, Portfolio Manager of the Fidelity Multi Asset Open range explains why the recent US/China trade war could be a bigger issue than many people in developed markets might think. He takes a look at the two sides of the story;...
The long and short of it: what derivatives say about human nature
Industry Voice: For Warren Buffett, derivatives were once "financial weapons of mass destruction", but for Insight Investment portfolio manager Colin Bennett they enable access to investment opportunities that can generate returns through different market...
Making a positive impact: ESG Profile and Impact report 2018 - Climate Change
Industry Voice: Two decades of experience have shown us that deploying an ESG focus is entirely complementary to long-term performance goals.
Have you had your bond jab?
Industry Voice: As the liquidity taps are increasingly turned off and policymakers turn to fiscal measures, BMO Global Asset Management's ETF Investment Strategist, Morgane Delledonne, explains why you should consider immunising your bond portfolio.
Are defensive assets a safe bet?
INDUSTRY VOICE: Over the last quarter, traditionally 'defensive' assets have not protected portfolios as much as would normally be expected. In his latest 'Open Outcry', Bill McQuaker discusses why we've seen an atypical response from these assets, and...
MarketEye: Dispelling the myth: Volatility can be positive for returns
Industry Voice: Volatility spiked in the first quarter of 2018, driven by the unwinding of US volatility products and then compounded by an increase in global trade tensions and profit taking in US technology stocks. Can unanticipated volatility present...
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