Latest News


Brewin Dolphin: Five portfolio upgrades and downgrades you have to consider

16 April 2014 12:36 pm | By Gary Jackson

Recent political and regulatory changes - especially after the 2014 Budget and the row over energy prices - have increased the need for investors to review and rebalance their portfolios, according to Brewin Dolphin.


More Opinion

FS Investment Summit 2014


FWTV: L&G’s Black on why UK valuations remain attractive video

4 April 2014 2:35 pm

Legal & General UK Equity Income fund manager Richard Black continues to see attractive valuations within dividend payers, despite the re-rating of stocks over recent months.


FWTV: BlackRock's Raw sees 'green shoots' for mining investment video

4 April 2014 10:08 am

BlackRock World Mining trust co-manager Catherine Raw believes that the outlook for commodity stocks will improve over the coming year.


FWTV: Baillie Gifford's Brett on Japan's long-term opportunities video

3 April 2014 3:46 pm

Baillie Gifford Japanese equity manager Matthew Brett discusses the positive impact of Japan’s monetary stimulus for Japanese corporates. 

More from PennyHill Park

Fund Strategy


Triple strength: Assessing the impact of Abenomics a year on since launch

Fund Strategy - Apr 2014 | By Daniel Ben-Ami

Three arrows held together cannot be broken, according to a Japanese folk tale. That is the inspiration behind ‘Abenomics’, Shinzo Abe’s radical three-pronged reform policyfor the country’s economy. A year on from its launch, how well is the policy working? 

More Fund Strategy



Philippa Gee: The Budget and the responsibility of advice

26 March 2014 10:27 am | By Philippa Gee

We have to take our job seriously, as managing money that people have often worked their entire lives to save is a significant responsibility.


Graham Bentley: Chickens or pigs? Clients' involvement in the advice process

21 March 2014 10:14 am | By Graham Bentley

Graham Bentley looks at the third letter in his suitability acronym FAIR – the degree of client involvement in the planning process…

Comments (2)



Time to despair about China? Hard landing fears could be overblown

16 April 2014 3:59 pm | By Gary Jackson

China has posted better-than-expected growth figures for the opening quarter of 2014, leading some to question whether fears of hard landing in the world’s second largest economy have been overdone.


BofA ML: Prepare for 10-15% correction in autumn

15 April 2014 12:26 pm | By Gary Jackson

The sell-off in global markets might not end in a 10 to 15 per cent in the spring but investors should expect one of this magnitude in the latter half of the year, according to Bank of America Merrill Lynch.

More Analysis


Wealth manager interview: Chris Fisher

Fund Strategy - Mar 2014 | By Julie Minett

“Chief executives all want their advisers to be more efficient, manage more clients, manage more assets, without adding resource. Technology is the answer”

StJohn Gardner

The wealth manager interview: StJohn Gardner, Arbuthnot Latham

Fund Strategy - Feb 2014 | By Julie Minett

Arbuthnot Latham’s investment management clients had good reason to raise a glass of festive cheer this Christmas after a year of super-normal profits.

More Big Interviews