Romer Lee Richard Square Mile

Profile: Richard Romer-Lee on building trust and putting customers first

24 July 2015 | By Amanda Newman Smith

Romer-Lee talks about learning lessons from setting up OBSR and the future of Square Mile.


All eyes on US and UK as rate rise edges closer

24 July 2015 | By Valentina Romeo

Which country is actually ready to start increasing interest rates first?


Will Plackett’s exit from BlackRock mean big changes for fund?

22 July 2015 | By Valentina Romeo

Luke Chappell, who is replacing Richard Plackett, has traditionally invested in large caps, which could lead to a change in direction.

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Bond volatility spurs Monier to raise Lombard cash exposure

21 July 2015 | By Valentina Romeo

Lombard Odier chief investment officer for Europe Stéphane Monier has added a stronger cash exposure to decrease risk.


Who will be hit hardest by dividend tax overhaul?

21 July 2015 | By Valentina Romeo

Chancellor George Osborne unveiled the surprise overhaul in the first Conservative Budget for almost two decades earlier this month.


What does the future hold for the oil market?

19 June 2015 | By Valentina Romeo

Is there a risk of a further oil price drop because of oversupply? And is the current low oil price sustainable or temporary?

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Asset allocation: Cornelian's Kilpatrick derisks portfolio from equities

18 June 2015 | By Valentina Romeo

Despite reducing exposure to the UK and Japan, Cornelian Asset Management chief investment officer Hector Kilpatrick still favours the markets. 


Are last-time buyers the answer to the housing crisis?

15 June 2015 | By Mark Sands

Legal & General published research saying the last-time buyers market is critical to solving the UK’s housing problems. 

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News analysis: Can property continue to deliver?

3 June 2015 | By Laura Suter

The property market has seen a mass of inflows in the past 24 months, with double digit performance last year, but managers are not as optimistic for the coming year.


Asset allocation: Brooks Macdonald's Gumpel on the defensive

2 June 2015 | By Valentina Romeo

Jon Gumpel’s £194m Defensive Capital Fund aims to provide the stability of bonds while maintaining exposure to potential equity upsides.


Deflation: a temporary blip or longer-term threat?

2 June 2015 | By Valentina Romeo

Although widely expected, many pass this deflation off as temporary, but is it really? And how should investors be positioned in this scenario?


Will EU reforms mean less regulation for asset managers?

29 May 2015 | By Valentina Romeo

Two UK think-tanks, Open Europe and New City Initiative, are finalising a report on asset management regulation and how it could be improved as part of EU reforms.

Queen reading her speech 2014

10 key policies from the Queen’s speech

28 May 2015 | By Laura Suter

The Queen delivered her speech in the usual pomp and ceremony yesterday, but what are the main laws affecting finance and business?

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Premier's Robbins sees a stronger Europe

22 May 2015 | By Valentina Romeo

Many of his peers were anticipating a strong European recovery but Robbins preferred to be overweight US instead of Europe.


Asset Allocation: T. Bailey’s Askew doubles down on Europe

12 May 2015 | By Philip Scott

While the T. Bailey Growth fund team has recently doubled the portfolio’s allocation to European equities, its managers insist the introduction of quantitative easing across the currency bloc was not behind the move.

Hudson Matt Schroders

Nature or nurture: Schroder's Matt Hudson

11 May 2015 | By John Husselbee

Liontrust’s John Husselbee talks to Schroder manager Matt Hudson about the parallels between the military and running money.


Profile: Old Mutual Wealth's Carlton Hood on the right way to deliver vertical integration

20 April 2015 | By Amanda Newman Smith

Old Mutual Wealth’s customer director says vertical integration should not hide weaknesses.


Investment committee: What impact will the general election have on UK markets?

7 April 2015 | By Laura Suter

With an election looming, bringing with it uncertainty to the markets, what is the outlook for the UK? We gather our investment committee to debate the issue.


Nature or Nurture: Richard Buxton

7 April 2015 | By John Husselbee

Liontrust’s John Husselbee speaks to Old Mutual Global Investors’ Richard Buxton about his shift from the arts to finance.


Asset allocation: McInroy & Wood cuts equities in favour of ‘healthier’ government bonds

1 April 2015 | By Valentina Romeo

McInroy & Wood’s Tim Wood and his team reduce equity exposure to favour UK and US government bonds. 

Godfrey Daniel Investment Association 2015

Profile: IA chief Daniel Godfrey on managing money and responsible profits

19 February 2015 | By Michael Berry

“Making investment better. It’s not even an elevator conversation, I can say it when the doors are closing and get back to conventional silence.”

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Rock Caspar Architas 2014

Asset Allocation: Caspar Rock explains how duration call boosted performance

22 January 2015 | By Michael Berry

The Architas Multi-Asset Active Intermediate Income fund beat its benchmark last year by being “less wrong” on the duration trade, manager Caspar Rock says.


Asset allocation: Whitechurch Securities diversifies to fight volatility

3 December 2014 | By Michael Berry

Whitechurch Securities has battened down the hatches on its Income & Growth portfolio to protect against the volatility surges it expects will continue.

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The alternative plays in investment trusts

2 December 2014

Income-seeking investors would do well to look at the alternative plays on offer in the investment companies space


Funds map differing routes to mitigate interest-rate risk

25 November 2014 | By Michael Berry

Investors hunting for high-yield income while avoiding capital loss from rising interest rates have two recent launches to mull over


How important is yield when it comes to investment trusts?

13 November 2014 | By Sam Macdonald

Last week Oriel Securities published its list of the top 20 investment trusts with a dividend yield in excess of 4 per cent – but how important is yield to advisers?


Asset allocation: Threadneedle bets on Australian bonds to offset China fall

30 October 2014 | By Michael Berry

A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.


Asset allocation: Why Montage is sticking with the US, for now

28 October 2014 | By Sam Macdonald

Montage Portfolio Management managing director and portfolio manager Peter Montague says he still sees value in US markets


Profile: Rodney FitzGerald on diversifying revenue at Walker Crips

27 October 2014 | By Amanda Newman Smith

Walker Crips is a different company from the stockbroking firm founded 100 years ago


Does charity begin at donor-advised funds?

23 October 2014 | By Amanda Newman Smith

Donor-advised funds are big in the US but relatively new to the UK


FCA: What we are doing to prevent future fund collapses

21 October 2014

Our new cradle-to-grave fund supervision team will help us spot risks earlier.

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Do shifts in retail herald the end for supermarket stocks?

16 October 2014 | By Pamela Morris

As markets grow cold on the big three supermarkets, some investors are turning to discount names as an attractive alternative


Economists reject deflation fears after latest ONS figures

14 October 2014 | By Beth Brearley

Fund group economists confident “trends will not persist forever” and that a period of deflation is not imminent.


Are investment trusts coming in from the cold?

3 October 2014 | By Amanda Newman Smith

Has the RDR broken the ice between investment trusts and advisers?


Investors say union will bring 'relief' to markets

19 September 2014 | By Pamela Morris in Edinburgh

But some industry experts warn of more turbulence to come for sterling, economic growth and a possible postponed interest rate rise as political uncertainty over devolved powers looks set to continue.


Lee Robertson: The Ayes don't have it

19 September 2014

I am incredibly proud of the way the political debate was so energised by both sides and truly believe British politics will be the better for it going forward.

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The Platforum: Barclays is banking on a new platform

17 September 2014

The next phase of Barclays’ evolution will see it building its own platform technology with FNZ

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Ardevora's Monaco: Cognitive psychology and the Scottish referendum

16 September 2014 | By Gianluca Monaco

The No campaign has been relying heavily on what is known in psychological terms as loss aversion: we tend to suffer more from losses than we take pleasures from gains, so that in general we tend to be rather risk averse and change averse.


'Regulatory unknowns' for HSBC as Woodford scraps holding

15 September 2014 | By Michael Berry

Woodford cites danger of more regulatory penalties but others see positives for the bank.


Why past performance numbers don’t add up

28 August 2014 | By Amanda Newman Smith

Negative numbers from the financial crisis are dropping out of investment funds’ five-year numbers but what does this mean for investors?

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Fund Data


Will the UK or the US raise interest rates first?