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Cowley Stewart Old Mutual

Cowley departure prompts OM bond fund downgrade

Morningstar has downgraded the Old Mutual Global Strategic Bond fund from ‘Bronze’ to ‘Neutral’ following the announcement of Stewart Cowley’s upcoming departure. Cowley, who manages the £561m Old Mutual Global Strategic Bond fund, leaves in June and will be replaced on the portfolio by Christine Johnson and John Peta. OMGI chief executive Julian Ide says: “I am grateful to Stewart […]

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The Technical Quiz: 16 April

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions…

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Is Steve Webb under threat from Lib Dem polling crash?

Pensions minister Steve Webb may face an uphill battle to retain his seat in the Liberal Democrat stronghold of Thornbury & Yate after a Comres poll predicted support for the party in the South West is set to collapse. Webb was elected in 2010 with a majority of 14.8 per cent, and polls conducted by […]

Nick Bamford MM 700

Nick Bamford: Time for a systems and processes check up

Good advisory businesses typically operate with consistent systems and processes that enable them to produce bespoke outcomes for clients. Starting from scratch each time to deliver advice and allowing individuals in the firm to be left to their own devices to determine how to deliver such advice seems like a recipe for disaster. In light […]

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]

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