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 […]
Architas has increased exposure to high yield and financial bonds across its multi-asset active fund range as it seeks to take advantage of certain oversold asset classes. Nathan Sweeney, co-manager of the fund range, says the extreme sell-off at the start of the year saw overreaction by markets. He says: “As always investors have a […]
The influential Treasury committee of MPs has scaled up efforts to hand it the final say in the appointment and sacking of a future FCA chief executive. The committee wants the power to veto the recruitment and dismissal of the most senior figure at the regulator to ensure its ongoing independence. The Treasury currently has […]
I have recently completed training to become a certified money coach: it is an area we are developing to complement our traditional advice service. One of the exercises is to imagine you are floating in a small boat through time. We ask you to consider where you want to land and what you might find […]
Quilter Financial Adviser School will now offer the Level 6 Advanced Diploma of Financial Planning as part of new offerings announced as it rebrands. Formerly called the Financial Adviser School, QFAS will offer the Level 6 qualification to the whole of market. The first cohort for the Level 6 programme began last week and includes […]
Two directors at St James’s Place have increased the shares they own in the company. SJP investments managing director David Lamb and partnership managing director Ian Gascoigne have both bought £8,996 worth of the company’s shares, according to a London Stock Exchange notice. Lamb and Gascoigne bought 993 ordinary shares of 15p each at a price of […]