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Flagship study shows a quarter missing out on advice despite need

A quarter of UK adults might need financial advice, but have not taken any in the last twelve months, an FCA study has found. Just three per cent of UK adults aged 35 to 44 have had regulated financial advice in the last year, the flagship survey of around 12,000 people shows. 21 per cent […]

Standard Life must show it is in advice for the long haul

Providers are trying very hard to create their own advice businesses. This much we know. Yet the particular way Standard Life is going about it is intriguing. Not least, because of what we still don’t know about its 1825 project. Bristol-based IFA Fraser Heath Financial Management became the latest target to be snapped up by […]

Political risk and monetary policy

In the first video of a series of short interviews conducted with Investment Week’s Editor, Lawrence Gosling, Senior UK Equity Fund Managers Martin Cholwill, Richard Marwood and Henry Lowson discuss the effect that unfolding Brexit negotiations are having on their plans for positioning. The managers also address monetary policy, sharing their views following the latest […]

Large-cap growth alpha thesis: seeking risk-adjusted excess returns

Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]

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