solo strategy vs team-based investment
It is a debate that is unlikely to be resolved in the near, or perhaps even distant, future. Is it better to have an individual or a team running a fund or strategy?
Analysis
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rlam passive funds a pleasant surprise
RLAM's new move into passive equity management is nothing of the sort having run quants strategies for more than a decade.
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us equity funds put down spot the dog
US equities were favoured by a great deal of asset allocators last year and continue to be a call for equity bulls this year, alongside emerging market equities. This makes the latest Spot the Dog report from Bestinvest all the more damning.
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execution only – advisers friend or foe
A boom in execution-only fund sales is predicted to become a game changer in the post-RDR landscape, but rather than being a threat to wealth managers they can they use the trend to their advantage.
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pa analysis first post rdr trend change
Measuring the seismic changes as a result of the new post-RDR way of doing things will take months if not years to realise but the first change in private client investment strategy may be under our noses already.
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take a value approach in ems
The Asian and emerging market equities space is dominated by a few giant funds, but as fears about the capacity of these grow, it may be time to look at more cyclical, value-driven vehicles, particularly in the closed-ended world.
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bold resilient dynamic the new reality
It is easy to be told to be bold when taking asset allocation calls in a low growth environment, but it looks like the calls to take more risk are being heeded by a braver, more aware investor.
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global fixed income the next driver for henderson
After the latest round of what could most politely be described as staffing changes at Henderson, at least one of the new roles created could see global expansion of its fixed income capabilities.
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Aberdeen must act now and close its gem funds
"Net inflows… have continued at a higher rate than we are comfortable with and we are working to achieve a slowdown to ensure performance is not compromised," a refreshing statement for a fund group?
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sick of being called a salesman – ditch incentives
Many advisers take umbrage at being termed salesmen and had hoped the removal of commission in return for product recommendations would put a stop to such references. Not so.
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performance stats flaws let down active managers
We all turn to average returns of the IMA sectors when trying to judge performance but is this approach inherently flawed and understating the value created by active management?
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advisers to blame for reliance on past performance
Yet another nail in the coffin for past performance as a means of informing investment decisions, but when will the final nail be hammered in and the practice buried or banned?