are talented new managers
At last weeks Portfolio Adviser Fund Awards, the JPM US Equity Income Fund run by Clare Hart was named the Best Equity Newcomer. Will she go on to have a long and illustrious career?
Analysis
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why it pays to keep our tech friends virtual
Admit it, its Friday afternoon and the last thing you want to do is read investment commentary. Thats where Twitter, Facebook, Linkedin and the rest come into play.
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how hidden are hidden charges
It’s not a new debate, but it is one that has gathered pace again lately and one that is unlikely to go away until something definitive is decided upon. So who is saying what now and is it going to make a difference?
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indias dire 2011 should not put off investors
James Smith takes the positives from India’s poor-performing equity markets and argues the case for solid long-term investment opportunities.
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indias dire 2011 should not put off investors
James Smith takes the positives from India’s poor-performing equity markets and argues the case for solid long-term investment opportunities.
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facta replaces rdr in wasting advisers time
While wealth managers are more than aware of RDR – whether they have done anything about it or not is another thing – they may not be as aware of FATCA, another costly piece of legislation that comes in on 1 January next year that they would be equally foolish to ignore.
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globally europe is not that big a deal
Given Europe is on our doorstep it gets more attention from UK investors than it is due because on the global stage Europe is not in as great a crisis as we think it is.
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how healthy is the wealth manager model
Barclays is looking to expand its business in the sector, Brewin Dolphin has beefed up its London office, and Quilter has pledged not to make any job cuts or office closures. From where we’re sitting it all sounds fairly positive in the world of wealth management.
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new start for Roberts and for global equity income
Wealth managers are suspicious of putting money with managers taking on new funds in sectors where they have little track record, so where does this leave Daniel Roberts for whom Fidelity has today unveiled Global Dividend Fund?
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investors luxury of choice
It is often said as the ‘rich get richer the poor get poorer’, and one look at current trends in consumer spending would seem to support such a thesis. But as quality starts to overtake quantity on the high street, how can investors benefit?
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nothing new from chinese new year
Any landmark date – birthdays, anniversaries, a new year for example – brings with it a lot of navel-gazing and the desire for a brand new start. Rarely does anything change, and this is perfectly illustrated by the noise surrounding the Chinese New Year.
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the time is right for a new name in financials
The big question I like to pose to any fund manager or asset allocator I meet is: are we past the worst? If 2011 really was the economic trough, then things could begin to look rosier for banks especially.