Being right, but far too early, must be reclassified as just being wrong for a very long time, says Justin Oliver, deputy CIO at Canaccord Genuity Wealth Management. But the question is, is the government bond market one of those cases?
With Chinese GDP growth moderating and demand for many commodities still lacklustre, it is understandable that the commodities supercyle’s obituary continues to be written.
Ian Smith and Paul Birchenough have been promoted to co-managers of the AXA Framlington Emerging Markets Fund.
PureGroup has launched a new macro-factor fund analysis tool to run alongside its recently launched fund ratings in a bid to help advisers broach the issue of ongoing, forward-looking suitability.
Jumping from long-only fund management to private client wealth management is not for the fainthearted but Cornelian’s Hector Kilpatrick relishes the adaptability such role provides.
In a bid to broaden its investor base and boost market appeal, Lowes Financial Management has brought onshore its multi-asset fund of funds.
At first glance, the decision by investment behemoth CalPers to more than halve the number of external managers it uses, and a survey of 102 UK advisers conducted by Investec Wealth about what they look for in a DFM partner have very little in common.
The Lindsell Train Investment Trust has taken the decision to stop using gearing in the future, largely as a result of the costs involved of adhering to the full scope of the Alternative Investment Fund Managers Directive.
A significant majority of advisers expect the demand for bespoke discretionary fund management services to rise in the next few years, but only those that offer high levels of service quality are likely to survive, research by Investec Wealth and Investment shows.
37% of the average conservative model portfolio was allocated to bonds in Q1 2015, Natixis research has revealed.
Financial advisers would prefer to find a successor that can take on their business when they retire, rather than pursue a sale, new research from Russell Investments suggests.
Sanlam has bought wealth management firm CAERUS Portfolio Management for an undisclosed sum as it continues to improve its scale in the UK market.
