Analysis

Investment | analysis 12 Jan 18

Net retail sales of Sterling Strategic Bond funds neared £1.5bn ($2.02bn, €1.69bn) for the second month in a row in November 2017, taking the total raised by the sector for the year to £7.25bn, according to the Investment Association.

Europe | analysis 11 Jan 18

The rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street, but, that said, it remains unlikely that Mifid II will push markets into a downward spiral.

Best Practice | analysis 11 Jan 18

With inheritance tax payments hitting a record high at the end of 2017, the new year is a good time for advisers to ensure that clients are being as tax efficient as possible when passing on wealth to future generations, law firm Collyer Bristow has advised.

Industry | analysis 9 Jan 18

“Much more needs to be done” by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.

Emerging Markets | analysis 9 Jan 18

Whenever a fund manager has a prolonged period of success in their area, certain terms get bandied about as to their status within that field. One favourite used by journalists is ‘guru’, indicating a manager has moved on from ordinary status, to the extraordinary.