FW – Analysis

carltonhood
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Profile: Old Mutual Wealth’s Carlton Hood on the right way to deliver vertical integration

If you meet Carlton Hood, Old Mutual Wealth’s customer director, don’t mention meerkats. Hood was chief executive of the price comparison website Confused.com when rival firm Compare The Market unleashed its popular ‘Compare The Meerkat’ advertising campaign in 2009. “That was the biggest challenge of my career,” he jokes. On a more serious note, Hood […]

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John Chatfeild-Roberts: The oil price play has many more acts to run

It is easy to be wise after the event but given the ending of quantitative easing by the US Federal Reserve last year (and therefore no more extra dollars being “printed”) simple economic theory would predict that the price of something no longer in excess supply should rise. And it did! From the end of […]

flemingcampbell

Profile: How an Aussie lawyer became a global asset management CEO

The man at the helm of the recently merged business Columbia Threadneedle Investments is an industry veteran who has watched how increasing regulation has shaped the markets. A former board member of the Investment Management Association (now known as the Investment Association) and a governor of the Pension Policy Institute, Campbell Fleming says it is […]

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Asset allocation: Rathbones’ David Coombs on why euro QE is four years too late

The European Central Bank’s decision to finally kickstart a quantitative easing strategy has in turn spurred much elation with many fund managers upping their allocation to the embattled region. The Bank’s €60bn-a-month bond buying programme has raised hopes that not only will the initiative help repair the currency bloc’s economy but that it will push […]

Looming
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Looming threat: Is the FCA going over the top on EU’s Mifid II rules?

The FCA has been accused of “gold plating” European rules and imposing onerous costs on advisers after proposing firms record all client conversations. As the regulator fires the starting gun on implementing the EU’s recast markets in financial instruments directive, experts warn the legislation will have significant implications for advisers. Last month, the FCA published […]

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Asset allocation: McInroy & Wood cuts equities in favour of ‘healthier’ government bonds

The team behind discretionary investment manager McInroy & Wood reduced the equity weight in its balanced fund from 80 per cent to 70 per cent “as a first step” strategy. East Lothian-based chief executive Tim Wood made this “significant change” to the portfolio in response to concerns about earnings growth. “We were becoming nervous about […]

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Losing patience: Has the market overreacted to Fed interest rate shift?

While the UK was waiting for Chancellor George Osborne to give his much-anticipated Budget speech, in the US the Federal Reserve was deciding on its next move on interest rates. The US Central bank surprised the markets when it dropped its commitment to be “patient” when considering interest rate increases, while also signalling it is […]

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Is India the jewel in the emerging market crown?

While the respective developing market powerhouses of Russia, China and Brazil are enduring their own sets of economic woes, optimism over India being the real jewel in the emerging market crown is firmly on the rise. A pro-growth Budget unveiled at the end of February, the first from the Narendra Modi-led BJP party, was swiftly […]