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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

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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

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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?

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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.

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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

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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

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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

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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

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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.

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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?

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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.

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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.

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'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.

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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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Investment trust cost advantage eroded by RDR

5 December 2014 | By Michael Berry

With the RDR squeezing open-ended funds’ prices, how do the clean share classes compare with investment trusts?

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Investec's Stopford: Three risks for income investors in 2015

1 December 2014 | By Sam Macdonald

Investec Asset Management portfolio manager and co-head of multi-asset John Stopford answers the three questions that income investors need to ask in 2015.

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Does Sarasin move signal new wave of 'active lite' trackers?

1 December 2014 | By Sam Macdonald

Following Sarasin & Partners move to produce a bespoke index with Indexx Markets, is this the first move towards firms producing tracker versions of funds?

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Why UK rates won't rise next year and pre-crisis growth won't return

28 November 2014 | By Michael Berry

Weakening UK growth and low inflation is likely to keep the Bank of England from raising interest rates at all next year, Kames Capital’s Stephen Jones says.

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Profile: Tony Yousefian looks back on an eventful year

28 November 2014 | By Sam Macdonald

Tony Yousefian takes stock on an eventful year for his CV

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Asset allocation: Thesis takes profits from US but sticks with stocks

14 November 2014 | By Michael Berry

Thesis Asset Management took profits from US stocks and technology and biotech funds in advance of the recent market correction

Wealth manager IBOSS: Where past performance does and doesn't matter

29 October 2014 | By Chris Metcalfe

“Past performance is not a guide to the future” - or any variation of the phrase - is a convenient catch-all in any number of circumstances, but is this necessarily true?

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Russell Investments hedges bets after six-year bull run

22 October 2014 | By Michael Berry

Russell Investments Multi-Asset Growth Strategy Sterling manager David Vickers says now is the hardest period of running money of his career

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Profile: OMGI's Stephen Message on running £1bn at age of 25

17 October 2014 | By Sam Macdonald

Presented with a job at the age of 25, Stephen Message’s path to fund management is not an orthodox one

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Profile: RLAM's Martin Cholwill on why cashflow is king and dodging the actuary life

11 September 2014 | By Michael Berry

Royal London manager Martin Cholwill’s UK Equity Income fund has collected £220m more cash than its nearest rival over the past year

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How much should markets read into the independence polls?

9 September 2014 | By Pamela Morris in Edinburgh

The affects of any individual poll may spark a short-term reaction but the results of the Scottish referendum could have a much longer-lasting impact on sterling and UK assets.

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Asset allocation: Skerritts backs biotech despite sell-off

9 September 2014 | By Pamela Morris

Skerritts head of investment Andrew Merricks is not afraid to stick with his conviction on biotech despite the recent sell-off in the sector.

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NIESR warns of costs to set up Scotland's currency 'plan B'

11 August 2014 | By Pamela Morris

Creating a lender of last resort could result in additional costs for Scottish financial institutions if the country opts to use sterling without Westminster’s agreement.

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How much attention should you pay to fund rating lists?

11 August 2014 | By Sam Macdonald

Advisers are split on whether these lists should be adhered to in making recommendations to clients.

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The search for dividend growth continues

4 August 2014 | By Gary Jackson

British companies’ dividends rose at the slowest pace in over three years during the second quarter

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Trusts vs open-ended: How has UK property fared?

1 August 2014 | By Pamela Morris

The sector has been popular with investors so far this year but which vehicles are delivering the best performance?

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S&P research uncovers ‘overwhelming underperformance’ of active funds

31 July 2014 | By Gary Jackson

Sterling-denominated funds investing UK and European equities have beaten the index by much more comfortable margins than their rivals on the continent, although performance further from home was much more disappointing.

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Asset allocation: L&G opens up lines of Fed communication

31 July 2014 | By Jon Yarker

Legal and General Investment Management fund manager Justin Onuekwusi is looking to alter his asset allocation in preparation of a possible upcoming correction.

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Axa, Liontrust, Old Mutual and Premier funds fall off SPI's White List

28 July 2014 | By Gary Jackson

Four funds have been dropped from Sanlam Private Investments’ White List of UK equity income outperformers, to be replaced by offerings from Threadneedle, RBS, Fidelity and Invesco Perpetual.

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Biotech ructions push top-returning fund into risky territory

25 July 2014 | By Michael Berry

There are 15 funds in the IMA universe that score more than 200 on FE Analytics’ risk rating calculations, including the high-flying Axa Framlington Biotech fund which has made triple-digit returns in the past three years.

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Dawn of the biotech 'mega blockbuster'

25 July 2014 | By Michael Berry

Biotech’s rampant growth over the past few years is the recognition of IP written off by cagey investors post-credit crunch, managers say

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Which funds topped Bestinvest’s Spot the Dog list?

19 July 2014 | By Gary Jackson

Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.

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