Latest News


July is record month for tracker sales as Woodford boosts UK equity income

27 August 2014 10:01 am | By Jon Yarker

IMA Equity Income sector continued to be most popular sector with £1bn in net retail sales.


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    Liontrust: Why we (still) like Glaxo

    27 August 2014 1:43 pm| By Julian Fosh

    The basis of the Economic Advantage investment process is that the best share price returns come from companies with a (hidden) competitive advantage stemming from one of three distinct intangible asset strengths: intellectual property, strong distribution and high levels of recurring revenue.

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    Does Skandia's Woodford switch set a precedent?

    26 August 2014 11:39 am| By Sam Macdonald

    The funds themselves are owned by Skandia Life, so the firm is free to choose where the money goes and who manages it, but the switch could set an intriguing precedent.

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    FOS loophole exposes contradictions

    22 August 2014 8:30 am| By Tessa Norman

    Why do different rules apply to adjudicator and ombudsman decisions?

    Comments (2)
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    Philippa Gee: Separating risk from personal circumstances

    21 August 2014 2:36 pm| By Philippa Gee

    Risk is such an important conversation and if the client doesn’t have an adviser, they should still consider the level of risk. Radio silence is not usually a great return for investment.

    Comments (1)

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Fund Strategy

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Schroders' Brookes already preparing for the recovery aftermath

Fund Strategy - July 2014 | By Philip Scott

The global economy is further down the recovery road than people think, says Schroders’ Marcus Brookes, who is already prepared for the aftermath. He speaks to Philip Scott

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John Chatfeild-Roberts: Yield trip full of surprises

17 June 2014 1:24 pm | By John Chatfeild-Roberts

The strength of government bond markets has surprised many this year.


Nick Poyntz-Wright: Why the FCA is concerned about adviser fee disclosure

13 June 2014 3:29 pm | By Nick Poyntz-Wright

As it approaches its next phase of thematic review, the FCA has discovered that many firms’ approach to disclosure was “going into a restaurant and being asked to order without being allowed to see the menu or the price list”.



Lombard Odier: Ageing tech kings' 'fake' buybacks suck wealth from investors

20 August 2014 3:49 pm | By Michael Berry

Many old guard technology companies’ buybacks are “fake” and channelling money to employees at the expense of shareholders, Lombard Odier Funds Technology co-manager Bolko Hohaus says.


Henderson's HINT manager boosts Asia Pacific exposure

15 August 2014 3:06 pm | By Pamela Morris

Ben Lofthouse has added mainly to Chinese equities following signs of reforms in the country’s state owned enterprises.

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Fund manager profile: Jacob de Tusch-Lec

Fund Strategy - Apr 2014 | By Gary Jackson

Hooked on investment at 13, the Artemis Global Income fund manager revels in the competitiveness of the ‘game’

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Wealth manager interview: Gareth Lewis, Bestinvest

Fund Strategy - Apr 2014 | By Julie Minett

”We are now five years-plus post-Lehman and a lot of people are already forgetting the lessons”

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