Analysis
Multi Asset | analysis 23 Oct 17
Multi-asset in spotlight after damning research
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
Investment | analysis 16 Oct 17
Analysis: Funds playing a dangerous game of liquidity
On 22 August, doorstep lender Provident Financial hit investors with a devastating triple-whammy – a profit warning (its second in a matter of months), an FCA investigation into its credit card subsidiary Vanquis Bank and the resignation of disgraced CEO Peter Crook.
Investment | analysis 10 Oct 17
Analysis: Green investing has an image problem
If anything, the flurry of studies during this year’s Good Money Week have proved that green investing has to overcome a number of hurdles before it really takes off.
North America | analysis 6 Oct 17
Analysis: Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
Best Practice | analysis 4 Oct 17
Demonstrating value to clients when using DFMs
The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?