Portfolio Manager David Herro of Harris Associates discusses how macro economic instability can be exploited; how volatility can create opportunities to buy into businesses at low prices.
The cuts in capital gains tax for most investments are set to make a major difference to tax and investment planning. Just to recap, George Osborne announced in his March Budget the rates of CGT would be reduced by 8 per cent after 5 April for the tax year 2016/17. Most gains that have previously […]
Standard Life has reportedly made a formal bid to acquire Axa’s Elevate platform. According to Bloomberg, Standard Life is in talks for the business unit as the French insurer seeks to sell off its UK life insurance and wealth investment units. Axa will reportedly seek to sell of chunks of the business separately, and is […]
Three quarters of advisers say it is possible to provide an independent advice service and be profitable, according to a Money Marketing poll. The survey of 256 advisers found 72 per cent backed the sustainability of IFAs despite recent deals that have seen large independent firms become restricted. However, a quarter (28 per cent) said […]
Apfa has outlined a raft of new proposals to strengthen regulation of claims management companies as part of its response to a Ministry of Justice consultation. The MoJ unveiled its plans for the CMC market in mid-February, and took responses to the reforms in a consultation that closed yesterday. At the time, Apfa said the […]
Loomis Sayles senior global economist James Balfour looks at the three main macro themes evident during October: a world lacking in demand; the strength of global market performance; and the required exit from profits recession. Click here
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Acquisitions are continuing apace this year but will that trend continue or will the market slow?
Latest statistics show personal pensions, in particular, get a bad rap The recently published preliminary estimates from the Office for National Statistics’ Wealth and Assets Survey make for interesting reading with regards to how people view pension savings and how safe they are. The next round of this survey will be even more interesting in light […]
Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]