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Investment Quorum: Why we're adding to inflation-linked bonds

22 April 2014 | By Jon Yarker

Chief investment officer Peter Lowman is buying into inflation-linked bonds in order to prepare for potential volatility. 

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'Free, impartial, face to face advice': Can Osborne deliver on his Budget pension promise?

9 April 2014 | By Samuel Dale, Tom Selby

Advisers question whether the Government can deliver on George Osborne’s at-retirement guidance pledge.

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Fund managers warn on the 'terrible state' of UK IPOs

4 April 2014 | By Jon Yarker

With so many companies going to market, are UK IPOs getting too frothy to be investable?

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How far should you go down the market cap scale?

28 March 2014 | By Pamela Morris

Amid an expensive UK equity market, fund managers say there is value to be found in micro-cap stocks

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Budget 2014: Industry reacts to Osborne's bombshells

19 March 2014 | By Gary Jackson

In today’s Budget speech, chancellor George Osborne surprised many with a series of moves such as a new merged Isa, measures to boost flexibility in the pensions system and changes to SEIS.

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Cautious investors: Which trusts are advisers tipping for Isa season?

10 March 2014 | By Gary Jackson

Bestinvest, Addidi Wealth, Heron House Financial Management and Keyte Chartered Financial Planners share their cautious investment company Isa recommendations.

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Which equity income funds pay the best dividends?

7 March 2014 | By Michael Berry

The third annual Money Marketing equity income dividend report shows investors looking for income need to look further than the total return

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Adventurous investors: Which trusts are advisers tipping for Isa season?

6 March 2014 | By Gary Jackson

Bestinvest, Addidi Wealth, Heron House Financial Management and Keyte Chartered Financial Planners share their adventurous investment company Isa recommendations.

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Scottish independence: What are the key EU questions?

28 February 2014 | By Pamela Morris in Edinburgh

Industry experts highligth possible conflicts between an independent Scotland’s plans for financial regulation and currency and the terms of EU membership.

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Smart beta growing as the 'third pillar' of investment portfolios

20 February 2014 | By Michael Berry

Retail investors are keen on dividend-weighted trackers, but the smart beta boom is mostly driven by institutional investors, Hargreaves Lansdown passive investment manager Adam Laird says.

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The UK equity income funds putting the most cash in your pocket

29 January 2014 | By Gary Jackson

While income hungry investors might be attracted to the bigger names in the IMA UK Equity Income sector, research by Fundweb suggests a number of less obvious funds are better at putting money into their pockets.

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Hargreaves Lansdown: The funds we'll be watching in 2014

16 January 2014 | By Gary Jackson

HL’s research and fund management teams have highlighted nine funds they find interesting for their own portfolios.

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Hargreaves Lansdown’s pricing move splits opinion

15 January 2014 | By Gary Jackson

Hargreaves Lansdown has revealed its keenly awaiting pricing model, dividing opinion on how much more transparent this has made the investment industry.

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Adviser verdict: What will be 2014's investment opportunities?

10 January 2014 | By Pamela Morris

Advisers look to contrarian commodities and value plays as equities look fully valued overall and bonds continue to appear expensive.

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Brewin Dolphin’s six funds for a risk-on 2014

18 December 2013 | By Gary Jackson

Wealth manager Brewin Dolphin is tipping a year of “perfect calm” for 2014 and has highlighted six funds for investors looking to put more risk in their portfolios.

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Psigma’s Becket: Six funds for 2014 - even for investors late to the party

11 December 2013 | By Gary Jackson

With 2013 almost over, many investors will have their eyes on where to allocate money in 2014 following the strong bull that dominated this year.

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UK has ‘77% risk of housing bubble’ as froth warnings mount

11 December 2013 | By Gary Jackson

There is a 77 per cent probability that the UK is in the midst of a housing bubble, according to academic research with London at significantly more risk than other regions.

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The 10 funds battling to make 2013's top returns

10 December 2013 | By Gary Jackson

Despite several bumps, 2013 has been a year of strong returns for the world’s equity markets and investors in them.

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Do you need a Plan B for bonds?

6 December 2013 | By Jon Yarker

How are bond funds reacting to the equity bull run?

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Is crowdfunding the best way to access start-up investments?

8 November 2013 | By Jon Yarker

With the sector coming under the remit of the FCA next year, should advisers be taking a look at crowdfunding? 

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Neil Woodford: How will a star be reborn?

25 October 2013 | By Jon Yarker

Neil Woodford is setting out on his own after 25 years at Invesco Perpetual. But can he become a star manager again?  

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The Platforum: Don’t forget the little guys

21 October 2013 | By Annalise Toberman

Research by The Platforum shows small adviser firms are largely committed to a whole-of-market approach and maximising their influence by outsourcing to discretionary managers

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Advisers warn against over-dependence on equities as investors dump bonds

8 October 2013 | By Philip Scott

Figures show investors offloaded more than £150m worth of UK corporate bond funds.

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Aim shares and IPOs boost broker confidence

30 September 2013 | By Philip Scott

FTSE Aim All Share index rises more than 5 per cent in September.

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Recovery at risk unless firms start spending, warn fund managers

24 September 2013 | By Pamela Morris

Managers highlight business spending as the crucial next step to ensure the UK and global economic recovery is sustainable.

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UK property: More burnt fingers or 2013's standout investment?

23 September 2013 | By Jon Yarker

With improving economic data, investors are starting to return to UK property.

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Eurozone allocations reach pre-crisis levels while UK hits record high

17 September 2013 | By Gary Jackson

Fund managers are their most bullish on eurozone equities since the onset of the financial crisis.

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BofA ML: 10 trades for the autumn crash

12 September 2013 | By Gary Jackson

Last month, Bank of America Merrill Lynch warned a number of factors threaten to increase market volatility.

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Five years since Lehman's collapse: Is it time to re-examine banks?

11 September 2013 | By Philip Scott

Stronger regulation has seen some fund managers re-appraise the sector.

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1% growth could become UK’s new norm, economists warn

10 September 2013 | By Gary Jackson

The UK economy’s long-term, sustainable growth rate could be as low as just 1 per cent, a paper by leading economists has warned.

M&G's Leaviss: Why don’t the markets believe Carney?

29 August 2013 | By Jon Yarker

M&G’s Jim Leaviss says inflation predictions from the BoE have undermined Mark Carney’s forward guidance.

Threadneedle’s Burgess: Housing efforts won't help UK over long term

28 August 2013 | By Jon Yarker

Threadneedle Investments chief investment officer Mark Burgess is concerned that the UK housing market’s recent strength is not sustainable.

What will happen when banks turn off the money tap? download

27 August 2013 | By Daniel Ben-Ami

As the central banks motion towards tightening the money tap, Daniel Ben-Ami examines the significance of tapering and how it fits into a broader framework and the argument that there are still fundamental global imbalances.

Syrian conflict sees FTSE 100 tumble in early trading

27 August 2013 | By Philip Scott

Miners and embattled Royal Bank of Scotland suffering steepest falls.

CBI: UK business volumes hit highest level since 1998

27 August 2013 | By Philip Scott

While profitability marks its strongest growth since February 2008.

Multi-managers watch for UK's missing boardroom confidence download

22 August 2013 | By Philip Scott

Second quarter GDP growth points the way to an economically stronger UK and good times for investors but one factor that is missing amid the good news is boardroom confidence.

Do we really need an emerging market debt sector?

16 August 2013 | By Jon Yarker

After a flurry of launches, a new sector dedicated to emerging market debt funds seemed a good idea. But has the IMA been too hasty?

BofA Merrill Lynch: Fund manager confidence highest in almost four years

13 August 2013 | By Jon Yarker

A net 72 per cent of global investors expect the world economy to pick up over the next 12 months, according to August’s Bank of America Merrill Lynch Fund Manager Survey.

Moody’s warns of ‘jarring’ equity sell-off if bond yields rise

9 August 2013 | By Gary Jackson

A rise in bond yield runs the risk of “sinking” equities given the potential overvaluation of the stockmarket, according to analysis by Moody’s.

Henderson’s Ward: Why the UK can still grow 2% in 2013

6 August 2013 | By Gary Jackson

The UK economy still has the chance of growing by as much as 2 per cent over the course of 2013, according to Henderson Global Investors’ Simon Ward.


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