Despite the surprises the market always springs on investors, for the Loomis Sayles US Equity Leaders Fund, macro events are not a factor in its own decision making.
The Bank of Mum and Dad is now equivalent to one of the UK’s top 10 mortgage lenders and is set lend over £5bn in 2016, according to Legal & General. In research with the Centre for Economics and Business Research, L&G estimates parents will be involved in 25 per cent of mortgage transactions taking place in […]
In order to properly discuss the threat or opportunity that robo-advice poses, we have to set aside the notion that is anything to do with advice in the purest, regulatory definition sense of the word. Many of these online tools and services are about signposting consumers to default funds, recommended buy lists, or perhaps multi-asset […]
It has been a long time coming but the FCA is finally promising to take another look at financial scams. Without doubt, the level of professionalism among regulated advisers and the respect from other professions are now both huge. I look around and find colleagues far and wide so much more qualified compared with 10 years […]
With all the discussion around due diligence, much of it has centred on products, platforms and providers, with the client sitting firmly to one side. But just as important as due diligence on providers is making sure there is a robust process in place to determine a client’s risk profile. There needs to be more […]
Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at a discount.
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SimplyBiz Group is considering an initial public offering of £150m on the London Stock Exchange. According to a Reuters report, the potential float could value the company between £140m and £155m and is expected to raise £30m of new money. SimplyBiz joint group chief executive Matt Timmins confirms the business has recently appointed Zeus Capital as […]
Brewin Dolphin has been ranked the preferred DFM in a Money Marketing survey of advisers and paraplanners, well ahead of the next most favoured, Quilter Cheviot. Thirty-three per cent of respondents listed the business as their preferred DFM, followed by 10.2 per cent responding in favour of Quilter Cheviot. LGT Vestra, Brooks Macdonald and Parmenion […]
Listed equity is shrinking, reducing opportunities for investors Since early 1998, more equity has been withdrawn than added to the US stockmarket each year, while there has been a vast rise in corporate debt. US companies have shrunk their equity through large-scale buy-backs (about to be given another boost by the Trump administration’s favourable tax […]