Jacob de Tusch-Lec, manager of the Global Income Fund, analyses a sell-off so “vicious” that the ‘hot’ stocks are underperforming emerging markets. What does it mean for the portfolio – now and in the months to come?
Advisers face years, if not decades, of uncertainty in the event the UK decides to withdraw from the European Union. The impact of a “leave” vote is expected to have far-reaching implications spanning the breadth of UK financial services, including regulation, how funds are sold, and ultimately for clients. Now the date for the EU […]
A long-awaited Labour report into pension freedoms has proposed a raft of new measures to protect consumers, including new “safe harbour” decumulation products. The report, commissioned by the shadow work and pensions secretary Rachel Reeves in 2014, will form the basis of Labour’s pension policy. Written by Cass Business School’s Professor David Blake, it targets […]
Paul Casson, the manager of the Artemis Pan-European Absolute Return Fund, expects to benefit from a (patchy) recovery in Europe and more profit warnings in 2016.
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Being a bit of a tennis fan, I look forward to Wimbledon each year, not only for the matches but also for the discussions and debates. I likened the tennis debates to the financial planning world at the moment. There were a number of young (under 30) players all showing great aptitude to take the […]
The two largest assets an individual is likely to own are their house and their pension fund. While downsizing a house in later life might be an option, releasing the assets from a pension to provide an income for life is a long-term strategy. With this in mind, it is reassuring to see the FCA […]
Now is the time for business owners to be thinking about the future of their firms and how to attract and serve the next generation of clients