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A bad match
Jonathan Yarker fears many advisers are still not doing enough due diligence to ensure their own assessment of clients’ risk appetite matches the rating of a fund
China has its problems but should not be written off
Don’t believe the apocalyptic predictions for investing in China as there are good long-term investment opportunities, says Artemis’s Simon Edelsten
Sector Focus: Emerging market equities
In the short-term emerging market equities face problems through QE and slowing growth but the longer-term growth story still stands up to scrutiny, reports James Smith.
Sector Focus: Managers outlook for emerging markets
So far this year developed market equities have seen the most impressive gains but fund managers say emerging market equities remain a good option for the longer-term.
What is driving narrowing discounts on investment trusts?
Are rising markets, the hunt for income or discount control policies narrowing discounts across the investment trusts industry?
Are convertible bonds attracting investor interest?
Advisers and fund managers share mixed views when it comes to investing in convertible bonds.
Manager of managers offers an outsourcing alternative
The RDR has seen an increase in the numbers of advisers outsourcing their investments but there is an alternative to DFMs and fund of funds says SEI’s Kevin Addison.
Equities still offer better value than fixed interest
Despite the sharp rally in equity values, Legal & General Investment Management’s Lars Kreckel says they still look better value that fixed income.
The death of bank advice: more than just the RDR to blame?
The RDR has been blamed for the demise of bancassurance but are the banks out of the mass market for good?
Do investors have too much in UK equity income?
Moves by some in the UK equity income sector to increasingly look globally for opportunities have prompted some to question if investors are too exposed to UK equity income.
Is the US entering a golden era?
The world’s largest economy appears to have turned a corner as a wave of positive data from the US is arguably illustrating an improved recovery.
Ireland – can the Celtic tiger roar again?
Signs of a continued recovery in Ireland may be creating some opportunities in equity markets.
Danby Bloch: The link between investment risk and timescale
TaxBriefs editorial director Danby Bloch looks at how extending the timescale for an investment affects its performance.
Martin Churchill: Generalist VCTs back in fashion
Generalist VCTs proved more popular with investors in 2012/13.
Fund Focus: IMA reforms of absolute return funds should provide clarity
In recent years, the absolute returns sector has come in for sustained criticism from investors and intermediaries over the way the funds have been marketed.
Sector Focus: Manager views
The absolute return sector covers many strategies and investment approaches. Andrew Ford of Standard Life outlines how its GARS fund is positioned in the current economic environment while Ian Winship of BlackRock looks specifically at the outlook for fixed income.
Should investors be looking at the UK equity markets?
UK shares have enjoyed a robust year with the nation’s primary markets having surged but advisers and managers alike predict a long grind lies ahead given the lack of any real sustained economic growth.
Pros and cons of retail bonds
The recent trend for UK companies to offer bonds tailored to the retail investors has created an interesting option for yeild hungry investors, but there are issues to be wary of.
Can you dig it?
Jonathan Yarker asks if the mining sector, which has been unloved for so many years, could be about to start bringing investors riches once again
Investment analysis: US and UK equities lead the way as advisers welcome 'busiest Isa season in years'
Advisers say investor willingness to take on more risk has resulted in a strong 2012/13 Isa season.
Case study: Rectifying an unadvised investment bond withdrawal
In some circumstances it is possible to rectify some of the effects of an ill-timed withdrawal from an investment bond.
Dampier: Is JPM fund the contrarian bet for investors?
A fund that is 40 per cent down from its peak may well represent a buying opportunity.
Walking the line between risk and no-reward
Retail investors are moving out of fixed income but for those that remain, corporate bonds are offering a balance between historic low gilt yields and the risk of high yeild.
Corporate bonds - manager outlooks
Two fund managers give their outlook for investment grade credit in the face of low yields and increasing risk.
Upwards trends
Cherry Reynard looks at how multi-managers are protecting themselves from lurking threat of inflation.
Quality will out
Graham Duce says there are opportunities to access quality global emerging markets funds provided you know where to look.
Testing times
Paul Resnik says the days of the adviser operating without parameters are well and truly over.
Fit for purpose
Aviva Investors says it is essential for a financial advisers’ investment solution matches their attitude to risk process
Inflexible friends
S&P Capital IQ Fund Research says multi-asset funds with stricter mandates outperformed their flexible peers during 2012
Plus – and minus – points
Averages can hide some major bumps in the road and investors must be prepared to buckle themselves in for the ride.
Schroders/Cazenove deal: What will the combined business look like?
Advisers have welcomed Schroders’ acquisition of Cazenove but are worried there may be cost cutting measures down the road.
Re-assessing what risk-free actually means
says eValue strategy director Bruce Moss.
Richard Troue: The perfect fund for US bulls
Richard Troue says the Legg Mason US Smaller Companies fund focuses on higher quality US businesses.
Sector focus on Europe ex-UK: Cyprus bailout revives Eurozone concerns
Last week’s bailout of Cyprus has re-ignited concerns about the future of the eurozone.
Could stamp duty move bring small caps back in favour?
Will the Government’s move to scrap stamp duty on shares traded in growth markets to make investing in smaller companies more attractive to the retail market?
Providers defend "high" tracker costs
Tracker fund providers have defended the cost of their offerings after research last week labelled large tracker funds “highly uncompetitive”.
EIS offers option to clients affected by pensions caps
Clients who are affected by lifetime and annual allowance reductions could find EIS investments worth a look.
ETF industry confident of UK sales uplift
The exchange traded fund industry expects to see significant growth over the coming years as independent advisers consider a broader range of investments.
What is going to kick-start western economies?
Despite bouyant stockmarkets, many western economies continue to stagnate. SWIP investment director Richard Dunbar looks at where the catalyst for growth is going to come from.
Mark Dampier: Don't write bonds off yet
Dampier says the Old Mutual Global Strategic Bond, managed by Stewart Cowley, has the potential to make money for investors.
