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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Brewin Dolphin is cutting costs by up to 18 basis points on funds in its managed portfolio service as it introduces segregated mandates for core asset classes. Star fund managers including Neil Woodford and Nick Train are among the line-up to run segregated mandates in the manager-of-manager approach for four core asset classes. The MPS’s […]
Advisers have called into question claims made by the head of the Financial Ombudsman Service that the complaints adjudicator is “not a consumer champion”. Earlier this week, Caroline Wayman told a committee of MPs that the FOS’ job was not to “advance the cases of the individual” but to provide a “level playing field”. Wayman […]
The FCA has renewed its suspensions on discretionary fund manager Stargate Capital Management. The regulator first told Stargate it could not take on any new appointed representatives back in June. The FCA has also continued its ban on new investments into the firm’s FX Perpetual fund, an “absolute return systematic algorithmic FX trading strategy” and […]