Trade body pulls ‘Loch Ness’ statement after campaigner pressure

The Investment Association has taken down the press release that likened funds’ hidden charges to the ‘Loch Ness Monster’ of the investment sector after mounting pressure from transparency campaigners. This month, following the implementation of Mifid II, research exposed some fund managers’ costs increase at least two times beyond the ongoing charges figure. Industry experts […]


Paradigm Norton planner named CISI IFP forum chair

Paradigm Norton business development head Martin Ruskin has stepped up to chair the Chartered Institute for Securities and Investment financial planning forum committee. Ruskin, who has been deputy chair of the committee since it was formed in 2015, replaces former Baigrie Davies managing director Ian Howe. Howe took on responsibility for Standard Life advice arm […]

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A surprise comeback from growth stocks?

In the second half of 2016, the improving global outlook saw investors finally pluck up the courage to buy value stocks. In the UK, this led to value companies outperforming growth companies by an impressive 13% over that period. In 2017, somewhat surprisingly, growth stocks staged a comeback: in the US, they have outperformed value […]

The Perils of Passive Investing

The era of loose monetary policy created an environment that rewarded passive investors in the US. However, with the US raising interest rates for the first time since 2006, Felix Wintle explains why he believes active investing will be more important than ever. In the video Felix discusses: The rising cost of capital and its […]


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