Investments

US government waters down Fatca requirements

8 Feb 2012 5:05 pm | By Joanne Ellul

UK Government agrees to report information to the IRS on behalf of financial firms.

Bright Grey and Scot Prov record 17% new business increase

7 Feb 2012 8:34 am | By Nicole Blackmore

Asset management new business falls, but Royal London’s total life and pension business up 6 per cent.

Lifemark moves closer to liquidation

6 Feb 2012 12:19 pm | By Natalie Holt

Proposal to run off the Lifemark portfolio means FSCS is unlikely to recoup industry money paid out to compensate Keydata investors.

Previous

Analysis

New horizons

6 Feb 2012 | By Joanne Ellul

Anaemic growth and the sovereign debt crisis in Europe have encouraged investors to look to emerging markets in search of returns.

Defensive pays off for UK equity income

6 Feb 2012 | By James Smith

James Smith looks at the UK equity income market, which remains a safety-first environment delivering sustainable dividends and long-term growth.

Cash on delivery

6 Feb 2012 | By Gregor Watt

The economic outlook means dividends are providing an even greater portion of total return on equities. Gregor Watt reports

Misery loves companies

2 February 2012

Economic pain is not going away but the corporate sector is facing the headwinds in rude financial health

Calculated risk

2 February 2012

Mike Morrison, head of pensions development at Axa Wealth, says it is vital that advisers help clients work out their attitude to risk if investors are to realise their long-term financial goals

What are the best funds for income?

30 Jan 2012 | By Gregor Watt

Using total returns to assess equity income fund performance does not always identify the best sources of income.

Opinion

Do we really need more fund launches?

30 Jan 2012

Kira Nickerson says fund groups should focus on improving the products they already have rather than introducing new ones.

Chris Gilchrist: Wealth management lipstick on a pig

30 Jan 2012

Wealth management for really wealthy people has been and always will be under- taken by banks.

Winter warmer

6 Feb 2012

February has arrived! Can it be as kind to investors as January? At least, January appeared to be proving kind towards the end of last week.

Open and shut case

30 Jan 2012

The webcast, to which I referred in last week’s musings on the investment scene, was interesting for a variety of reasons. It is now nearly a year since I started moderating these discussions aimed at educating the adviser community on closed-ended funds in preparation for the RDR. Questions flowed in thick and fast, many on the comparison between investment trusts and open-ended vehicles.

Liquid asset

23 Jan 2012

Gilts in Old Mutual’s bond fund give liquidity and boost growth

The turning point

23 Jan 2012

This is the time of year when investors should be looking forward to the year rather than dwelling on last year’s trials and tribulations. The trouble is we tend to be conditioned by what has happened in the past and what is going on around us at the time. Achieving clarity of thought in such conditions is far from easy, which is why investors are too often on the back foot when it comes to identifying turning points.

Brian Tora's Investment View

16 Jan 2012

The first day of trading in 2012 felt good. At 2.3 per cent up, the rise was the second-greatest for the first day of a year since the FTSE 100 index was established 28 years ago. Precedent suggests this could result in a positive outcome for the year as a whole, although the first trading day of 2011 was also positive but the index finished lower.

Poll

Do we need a new industry standard on fund charges?

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