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Investment Forum

  • Position Portfolios for a Changing China, Accelerating Disruption and More Political Discourse
  • Is China an asset class? Why Investors’ Understanding of China is Changing
  • How is disruption changing the way we invest? Established Ways of Doing Business Are Being Challenged
  • What to Watch: Why politics matters more than ever in 2017
  • Key takeaways: Despite volatile markets, investors need to remain activeClick here to read more



Protection brief: Adding value through legal advice

One area grabbing the protection industry’s attention at the moment is the provision of legal advice for those diagnosed with a serious or terminal illness. Some providers already offer basic legal advice more generally through telephone helplines as part of their “value-added” support packages. The idea is to provide practical help rather than just throw money […]


Neil Liversidge: Advisers are about making a living, not a killing

The facilitation of ongoing advice fees is back in the news. The usual pundits say facilitation results in higher charges, a lack of transparency and the overcharging of clients with larger portfolios. I cannot rule that out but in my experience wealthier individuals tend not to be fools. Firms charging the same percentages for £5m, […]


Santander to drop rent hike buy-to-let clause

Santander is dropping a controversial clause in its buy-to-let contracts that asked landlords to increase rents by “as much as can be reasonably achieved” whenever possible. The change will apply to all Santander’s new buy-to-let contracts, though it will remain in existing contracts. Money Marketing sister title Mortgage Strategy was contacted last month by a […]


Woodford and Fundsmith among most sold funds in January

Star fund managers Neil Woodford and Terry Smith ran some of the most sold funds in January, according to Charles Stanley Direct. Only the Axa Framlington Biotech fund was more sold over the month, while the Artemis Global Income was the best selling. The Woodford UK Equity Income fund suffered a “disappointing” 2016 delivering investors returns of […]

The curious market reaction to Brexit

Written by Mike Riddell29 June 2016 Headlines over the past few days have screamed about record falls in sterling, record low bond yields and massive falls in equity prices. However, if you take a slightly longer view of markets rather than simply the one- or two-day reaction, I think it’s amazing how little markets have […]


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