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.
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 […]
Editor Natalie Holt picks the sessions top five sessions not to miss at Money Marketing upcoming conference What is Money Marketing Interactive? Money Marketing Interactive is all about delivering Money Marketing in a live format. This is the first time we have run a flagship event on this scale, and it is all about bringing advisers […]
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’ […]
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, […]
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
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Martin Lewis wins claim against PPI chaser that used his image
- Scottish Widows mulls Standard Life corporate pensions book takeover
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]