Loomis Sayles senior equity strategist Richard Skaggs reviews the events that have helped to shape various markets during the third quarter of 2016 and takes a look at the outlook for growth in the US over the next few months and into 20.
The FCA has held meetings with a number of platforms over fears replatforming projects could cause customer detriment, Money Marketing understands. It is understood the regulator has met with platforms to find out more information around the impact of replatforming on costs, data security as well as testing processes, especially in cases when platforms change technology […]
Dividends are under pressure in some areas: but reliable yields can still be found. So says Adrian Frost, manager of the Artemis Income Fund, in conversation with Lawrence Gosling.
HM Revenue & Customs has rejected 98 of the 1,400 applications to register new pension schemes it received over the last six months. According to an HMRC newsletter, the 1,400 applications filed between 6 April and 30 September was a 42 per cent decrease on the number of applications received in the same period in 2015. Of […]
Proposals that would change the way retirement products are sold in the US could be scrapped under the Trump administration. According to a Financial Times report, advisers to president-elect Donald Trump are considering stopping reforms that would see advisers who give retirement advice putting the client’s interest above their own according to a “fiduciary standard”. […]
Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]
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Scotland has introduced a new set of income tax bands, but pensions experts warn that the changes could cause issues with pension tax relief calculations. In the Scottish Budget today, the Government announced a new starter rate of 19p and then a 21p rate for those earning over £24,000. The higher rate of tax is […]
The scramble to do as many defined benefit transfers as possible while values remain high is unabated, and I am constantly amazed at how some firms have thrown caution to the wind in the hunt for their share of this – admittedly lucrative – opportunity. The problem is that advisers are putting their profits before […]
The FCA working group tasked with setting a template for fund charge disclosure is considering whether one or multiple templates would be more suitable. The institutional disclosure working group, chaired by transparency champion Chris Sier, has been tasked with creating a new template for fund costs and charges following the package of remedies outlined in […]