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Rathbones: Fundamentals are winning the battle over emotions

Do stockmarkets lead the leading indicators? It sounds like a silly question but at the beginning of the year that was exactly what many investors seemed to think. Equities were sold off heavily in the first few months and the lower they went the louder the talk of a global downturn became. The chances of […]

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Tom Kean: Suitability system is ruined to the core

Picture the scene if you can. It is the middle of a particularly dull spring and the warmth of summer is long overdue. I am sat here looking at a suitability letter for a very nice client of ours, who is one of those that fits our model of advice absolutely perfectly. He and his […]

Tony Wickenden: How the Panama Papers leak will impact tax planning advice

The Panama Papers scandal represents an unprecedented leak of 11.5 million files from the database of offshore law firm Mossack Fonseca. The records were obtained from an anonymous source by the German newspaper Suddeutsche Zeitung, which shared them with the International Consortium of Investigative Journalists. The ICIJ then shared them with a large network of […]

NATIXIS PORTFOLIO CLARITY – UK Portfolio Barometer

Natixis Global Asset Management’s quarterly Portfolio Barometer offers insights into UK financial advisers’ model portfolios and the allocation decisions they are making. Natixis’s Portfolio Research & Consulting Group works with financial advisers and other intermediaries to analyse and enhance their model portfolios and help them develop investor portfolios suited to today’s complex markets. The Portfolio […]

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