Features 14 Nov 17
Risk profiling, made simple
It is widely accepted that asset allocation is the primary driver of long-term returns in any investment portfolio, although long-term strategic asset allocation is not just about economic fluctuations, it is also about having a deep understanding of the long-term relative behaviour of asset classes. Unfortunately, the behaviour of asset classes (across the world, in countless different sectors), is as predictable as a new puppy, or the Great British weather.
Features 2 Nov 17
Top tips and case study planning with offshore bonds
Offshore bonds have many benefits beyond the more obvious taxation advantages, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.
Features 2 Nov 17
Imminent regulatory deadlines for financial advisers
A storm of new regulation in Europe is imminent, and waves of change also in prospect in other regions, which means advisers need to be up to speed with the implications for their businesses.
Features 22 Sep 17
Why you should care about the German elections
You may be forgiven for not staying up late this Sunday to watch the final results of Germany’s parliamentary elections come in. While chancellor Merkel is sure to win, the scale of her victory is likely to impact the future direction of bond spreads.
Features 20 Sep 17
EU single market to be ‘fragmented’ by MiFID II, says KPMG
Stark differences in regulatory interpretation among the 28 members of the European Union means that far-reaching reforms covering all aspects of the financial markets could end up defying their purpose and result in a “fragmented” single market.
Features 6 Sep 17
ANALYSIS: ECB taper edges closer
Just a few months ago, market watchers were convinced the ECB would soon announce it would begin to cut its asset purchases. But even though the European economy has since powered ahead, it now appears unlikely that a detailed tapering announcement will come this year.
Features 16 Aug 17
Economics of ESG investing driving demand in Europe
A growing number of institutional investors in Europe are embedding ESG analysis in their investment processes in response to regulatory pressure, consumer demand and a rising appetite for new sources of investment signals.