The managers of the Artemis Global Select Fund are buying back some of the equities they took profits in at the start of the year.
The topic I have discussed most over the last 12 months is pension death benefits and the one thing I am asked time and again is whether we should now revoke the discretionary trust nomination in favour of named persons. My answer? I do not know: it is a very personal decision and tends to […]
My last article, on the threat to uncapped trail fees, examined the very real risk of highly profitable clients challenging advisers on the amount they charge each year. This is particularly an issue when they are based solely on the value of assets under administration. However, there is a more immediate threat to fees. Much […]
The Centre for Policy Studies has called on the Treasury to be more radical in reforming pension tax relief by creating a product that would allow pension contributions to be split into separate pots. Research fellow Michael Johnson has published a paper setting out an alternative approach to pensions and Isa saving following the Government’s […]
The manager of the Artemis Strategic Assets Fund explains why he is holding onto his (expensive) bond shorts and unusually is keen to buy equities.
The head of Artemis’ US team explains why he is holding cyclical stocks (like semi-conductors) while also investing in growth (videogame producers, Amazon).
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The key message for advisers is: check, check and check again
This week marked two significant events for the advice community. It has been a year since the FCA’s asset management market study launched and, of course, the Autumn Budget was revealed on Wednesday. Both, in their own different ways, test how much value advisers can offer for their fees. The FCA is almost certainly right […]
Standard Life Investment has added global credit and REITs to its MyFolio fund range in its latest quarterly review of its strategic asset allocation. In an update shared with its intermediary investors, SLI said it had introduced global corporate bonds and short-dated global corporate bonds, both hedged back to sterling. The allocation to global corporate bonds […]