Morningstar has downgraded the Old Mutual Global Strategic Bond fund from ‘Bronze’ to ‘Neutral’ following the announcement of Stewart Cowley’s upcoming departure. Cowley, who manages the £561m Old Mutual Global Strategic Bond fund, leaves in June and will be replaced on the portfolio by Christine Johnson and John Peta. OMGI chief executive Julian Ide says: “I am grateful to Stewart […]
The mortgage advice industry is now in far better shape than it was just a few years ago but when it comes to innovation I cannot help feeling it is the poor relation compared with the investment advice market. There is far less competition in terms of leading-edge solutions to meet consumers’ needs. While investment […]
Model portfolios are not suitable for those staying invested.
David has been to see a potential new client about pensions. Paul was a friend of an existing client but took the view pensions were an easy subject. He was somewhat reluctantly seeing David, as it had been suggested he could do with some specific advice, particularly around death benefits and inheritance tax. Paul was […]
Michael Howard, Head of Alternative Investments at Prudential Portfolio Management Group (PPMG), discusses the opportunities presented by infrastructure investment. Infrastructure investment has gained in popularity over recent decades as more investors have sought diversification, stable long-term income streams and an element of inflation protection. Infrastructure is extremely diverse but in essence refers to assets that […]
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