Upping the stakes when the rules change halfway through the game…

Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses how the firm takes into account human behaviour when constructing their portfolio, specifically by embedding the idea of volatility targeting in all of their strategies.



Artemis: VCT investments ‘scarce’ after Govt rule changes

New investments at the right valuations are “scarce” following the changes to VCT rules introduced last year, says the chair of the Artemis VCT. Fiona Wollocombe, chairwoman of the £38.5m Artemis VCT, says that it is difficult to see the full impact of the rule changes, but says “new investment opportunities at appropriate valuations remained […]

John Chatfeild-Roberts: Here we go again on Greece

Greece. There is a subject we have not discussed for a while, after not being able to get away from it a year ago. Over that period, it seems like the country’s underlying problems have proved stubbornly difficult to solve. This was not entirely unexpected. Indeed, in a report last July, after Greece’s bail-out had […]

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FCA slammed by complaints watchdog over handling of whistleblower

The Complaints Commissioner has slated the FCA over its handling of a whistleblower’s report citing admin errors, poor communication between departments and “insufficient rigour”. The FCA must pay the complainant £300 compensation as well as carrying out a proper assessment of the information and evidence the whistleblower has, if they agree to it. The complainant wrote […]


Martin Tilley: Exploit salary sacrifice before Govt clampdown

Last year’s summer Budget raised a warning in respect of the use of salary sacrifice in exchange for additional pension provision. It stated: “Salary sacrifice arrangements can allow some employees and employers to reduce the income tax and National Insurance they pay on remuneration. They are becoming increasingly popular and the cost to the taxpayer […]


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