Analysis

  • will fund groups get fat off rdr

    will fund groups get fat off rdr

    The watchword for RDR is transparency, and this is a concept trumpeted by the FSA and financial services providers to be the best thing since sliced bread: the cure to all of the industry’s current ailments.

  • treat us mortgage and europe debt crises separate

    treat us mortgage and europe debt crises separate

    Investors need to ensure they make what is a very clear distinction between the US mortgage crisis and the European sovereign debt crisis rather than lumping them both together under a ‘global financial crisis’ heading.

  • legacy commission - blazing a trail

    legacy commission – blazing a trail

    The FSA is now closed… to responses on its consultation paper dealing with legacy assets and their treatment after the RDR rules come into effect. But we have not heard the end of it, not by a long shot.

  • property remains a fashion faux pas

    property remains a fashion faux pas

    Like tax cuts and tank tops, property has a tendency to be either in or out of fashion in a big way.

  • absolute return funds are not created equal

    absolute return funds are not created equal

    In the short time we have been back following the festive hiatus there has been a muted but audible buzz in the air about the Absolute Return Sector. Why is this and is it about to turn into a foghorn?

  • trusts must step up to the pace of change

    trusts must step up to the pace of change

    Its easy to take a swipe at the fund ratings agencies and to scrutinise their ultimate influence on fund selection practices, but Morningstar should be applauded for at least trying something new with its investment trust ratings service.

  • it performance theory no sound basis

    it performance theory no sound basis

    Investment from fund managers into their own investment trust has traditionally been seen as a sign they have more at stake and so are likely to perform better. But our research suggests otherwise…

  • ima web development could be industry game changer

    ima web development could be industry game changer

    The IMA launched a number of new fund sectors at the start of the year but the biggest development is still to come in the shape of its proposed online investor offering.

  • time to ditch safe havens and take on risk

    time to ditch safe havens and take on risk

    The real encouraging sign from 2011 is that liquid gold outperformed metal gold, remarked Lindsell Trains co-founder Nick Train to me earlier this week. What was he talking about?

  • india can only benefit from overseas money

    india can only benefit from overseas money

    There is enough doom and gloom out there already so, while not ignoring the structural weaknesses India has, there are plenty of positives for investors to see in the world’s largest democracy.

  • global income sector not a flash in the pan

    global income sector not a flash in the pan

    The launch of the IMA’s new Global Equity Income Sector has brought to the fore some issues last visited during the organisation’s ill-fated split of the UK Equity Income Sector. But this time it’s different…

  • Why 2011's year of protest will continue into 2012

    Why 2011’s year of protest will continue into 2012

    Politicians haven’t exactly covered themselves in glory this year when it comes to making policy decisions to reduce levels of government, consumer and household debt – 2012 is unlikely to be any different.