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Defensive strategies for a changing economic landscape
The month of February proved to be a turning point for global equity markets. If there was a time to be investing in income focused strategies, we think now is that time.
Predictable Income over Unpredictable Returns
Castlestone Management believes that a buy-write strategy focusing on large cap, developed market, dividend paying stocks should be the main focus within any portfolio. This strategy should help to provide stable and predictable income over the uncertainty of market returns in increasingly volatile times.
Retirement | 13 Feb 16
In the firing line
David Denton, head of international technical sales, Old Mutual Wealth
As pension transfer advice comes under increased scrutiny from the regulator, David Denton, head of international technical sales at Old Mutual Wealth, looks at the FCA’s research and the impact on advisers providing retirement advice to clients with UK schemes.
Investment | 6 Jan 16
Multi-Asset Masterclass in Dubai next month
Multi-asset investing is a holistic approach to investment that balances risk with clients’ profiles. For banks and financial advisers, multi-asset investing has the potential to provide a simple, yet sophisticated solution for retail-level and affluent investors.
Making life easier through digital evolution
2015 has been a strong year in innovation for Zurich Global Life in the Middle East (Zurich). For Zurich, a big part of their strategy revolves around differentiation through superior customer service, and the use of technology as an enabler. As a result, they rolled out a series of market leading capabilities in 2015 aimed to empower the financial adviser and simplify the customer’s journey.