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Meet the manager: Jupiter’s Chatfeild-Roberts on youthful enthusiasm versus experience

Jupiter’s fund-of-funds veteran explains his choice of manager to replace Woodford in his portfolios “In a raging bull market, young fund managers can often generate stellar performance but, on balance, experience trumps youthful enthusiasm.” So wrote John Chatfeild-Roberts in his 2006 book, Fundology. Twelve years later, Jupiter Merlin’s head of strategy on independent funds says […]

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How many clients should advisers take on?

Advice firms are continuing to review their client books to ensure they stay in the sweet spot between too few and too many clients. The number of clients that an adviser can manage often comes down to a combination of external factors. Submissions to the Money Marketing awards this year showed a great variety in […]

Natixis video: Making smarter use of asset classes

Content supplied by Natixis Global Asset Management This video from Natixis Global Asset Management focuses on Active Share. One strategy for the smarter use of equity investments is ensuring you get what you pay for. According to the company, looking at Active Share can give you a better perspective on where performance comes from. Active […]

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