UK Small Cap

Henry Lowson looks back over the past decade investing in UK smaller companies, exploring the misconception that the sector offers exposure to the UK domestic market only. He also offers his outlook for the sector and points to how an approach that seeks to exploit inefficiencies could be beneficial.

Read more here

Past performance is not a guide to future performance. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice.

Recommended

Consolidator acquires London wealth manager

Leeds-based Progeny Group has acquired wealth manager Chestergate Financial Planning in an attempt to extend its presence in the London area. Salisbury and London-based Chestergate will take a minority stake in Progeny but no further details were given on the transaction. Progeny was formed after wealth management firm Lawrence Scoffield Group merged with Progeny Private […]

1

Selectapension set to restart DB transfers next year

Major defined benefit transfer provider Selectapension Bureau Services has said it should be able to resume business for new clients early next year after being caught up in the regulator’s review of the market. SBS suspended its DB pension transfer business in June after the FCA audited of its outsourced advice firm CFPML. SBS can […]

5

Nutmeg sustainability called into question by fee campaigners

SCM Direct, the wealth manager run by Brexit and fee transparency campaigners Gina and Alan Miller, has called Nutmeg’s business model into question after results yesterday showed the robo-adviser’s mounting losses. Nutmeg reported losses of £9.4m for 2016, up from £8.9m in 2015. In a blog on the SCM website, the Millers say the Treasury […]

Money-Cash-Coins-GBP-Pounds-UK-700x450.jpg
97

How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]

Unrated bonds: broadening horizons

Ewan McAlpine, Senior Client Portfolio Manager, provides insight into how RLAM’s bond team use their skills to seek unique opportunities and greater diversity than that offered by traditional areas of the bond market, describing how they invest in unrated securities as well as rated securities to broaden the horizon of fixed income investing. Read the […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment