Investment Strategy
Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
Pictet ready to shift equity weighting out of neutral
But liquidity conditions indicate contrasting fortunes for the US and China
Investment | 8 Dec 21
An ‘opportune time’ to realise some equity gains
Long-term outlook is positive but market is looking ‘considerably’ more expensive
Financial planning | 2 Dec 21
Time for a reconsider unit-linked insurance plans?
Advisers suggest they meet the objectives of high returns, capital guarantee and life protection
Alternatives | 26 Nov 21
Improved retail investor access to European long-term funds
‘The revised framework has the potential to transform ELTIFs into a product of choice’ says EFAMA