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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Gianluca Monaco 700

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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Why advisers need to think again on diversification

March 2015 - Fund Strategy

The portfolios that are meant to provide an income for customers are those most likely to be insufficiently diversified.

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Fourth time lucky: Will FCA finally resolve cap-ad confusion?

19 February 2015 | By Tessa Norman

FCA set to consult on changes to capital adequacy rules just months ahead of implementation. 

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Profile: MetLife's Simon Massey on the dangers of non-advised drawdown

12 February 2015 | By Tom Selby

MetLife’s Simon Massey on the dangers of non-advised drawdown and the temptation to rush to market with products ahead of April.

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Nigel Thomas 700

Axa IM's Thomas ditched in giant-slaying FE Alpha Manager list update

30 January 2015 | By Michael Berry

A parade of high profile managers has been chopped from the FE Alpha Manager list in its latest update, including Axa IM’s Nigel Thomas.


Profile: Morningstar's Dan Kemp on why fund managers are like poker players

22 January 2015 | By Michael Berry

Morningstar’s Dan Kemp explains why great managers are like poker players and how investment banks undervalue theologians.

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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.


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.


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


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?

Vickers David Russell Investments

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


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


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.


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.


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.


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

Fund Data


Is the ECB's QE stimulus enough to tempt you into investing in Europe?