How can you incorporate alternatives into your clients' portfolio?

Matt Shafer, Head of International Distribution, discusses the firm's philosophy around Durable Portfolio Construction, particularly the importance of putting risk first, thinking about better ways to use traditional asset classes and how to position alternatives in portfolios.

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Fidelity: The value sectors on the brink of a renaissance

The past two years have presented a difficult environment for value investors. The stocks that have powered the market over that period are steady, defensive names, such as British American Tobacco, Imperial Brands and Reckitt Benckiser. They are well run companies but they are also well owned. The prices you are asked to pay for […]

Money Marketing partners with Growth Investor Awards

Money Marketing and sister publication Fund Strategy have been announced as the official media partner for this year’s Growth Investor Awards. The awards, run by Intelligent Partnership, celebrate the role of the UK small and medium-enterprise fund management community in job and wealth creation. The Growth Investor Awards recognise those enabling start up and ‘scale up’ […]

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Nic Cicutti: Is it getting harder to attract new advisers?

A few decades ago, when I first started riding scooters to rallies up and down the country, I remember a flyer handed out at one event inviting me to join the Old Bastards Scooter Club. The OBSC, the leaflet informed me, was aimed at the admittedly tiny minority of scooterists then over the age of 25, […]

Is this the endgame for the current mergers & acquisitions boom?

Last year, worldwide mergers and acquisitions (M&A) rose to an unprecedented $4.7tn, according to Thomson Reuters, a 41 per cent increase over 2014. Anthony Forcione, senior equity analyst at Loomis Sayles, an affiliate of Natixis Global Asset Management, looks at what’s been driving this particular wave of mergers. Click here to view full article: Loomis-Sayles

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