Author: Geoff Candy

  • Retail investors dump UK for Europe as election worries rise

    Retail investors dump UK for Europe as election worries rise

    UK equity funds saw their largest ever net retail outflow in March, the Investment Association said on Thursday, as investors’ preference for continental Europe continued to grow apace.

  • Brooks Macdonald discretionary AUM breaks through £7bn

    Brooks Macdonald discretionary AUM breaks through £7bn

    Brooks Macdonald’s steady growth in discretionary funds under management continued in the third quarter, rising 7.5% to breach £7bn for the first time.

  • Past performance can be a guide – Gardhouse

    Past performance can be a guide – Gardhouse

    “Past performance is a guide to future returns,” says Lee Gardhouse, investment director at Hargreaves Lansdown. But, he is quick to add: “as long as you are looking at the right metrics.”

  • Holborn assets enters uk with two new offices

    Holborn assets enters uk with two new offices

    Dubai-based financial advisory group Holborn Assets has launched two offices in the UK as it looks to take advantage of the “incredible growth opportunities” in the region’s post-retail distribution review international business.

  • PA ANALYSIS: Fidelity builds bench strength to balance key-man risk

    PA ANALYSIS: Fidelity builds bench strength to balance key-man risk

    As the architect of Fidelity Worldwide Investment’s fixed income proposition whose team now numbers 73 and manages £49.6bn in assets, Ian Spreadbury represents a significant key man risk for the group.

  • Relative returns key in q2  invesco

    Relative returns key in q2 invesco

    Invesco Perpetual’s multi-asset team has found value in relative trades during the first quarter of 2015.

  • Benchmark freedom and EM investing

    Benchmark freedom and EM investing

    If the manager is freed from the benchmark, emerging markets offer many opportunities from a stock-picker’s perspective, particularly if headlines are negative, according to Ross Teverson, head of strategy for global emerging markets at Jupiter Asset Management.

  • Will Greece leave the euro? It looks increasingly likely, say fund selectors

    Will Greece leave the euro? It looks increasingly likely, say fund selectors

    European fund selectors are increasingly allowing for the possibility that Greece will leave the Eurozone. How markets will react to a Grexit is another question though.

  • QE, zero rates driving deflation – Terry Smith

    QE, zero rates driving deflation – Terry Smith

    Quantitative easing and its sister, zero interest rates are having a deflationary impact on the global economy says Fundsmith CEO, Terry Smith.

  • Cynical bulls, far sighted bears and the spectre of deflation denialism

    Cynical bulls, far sighted bears and the spectre of deflation denialism

    Bank of America Merill Lynch declared 2015 the ‘Year of the Blink’ on Thursday, pointing out in its latest Thundering Word note that both the Fed and the PBoC “blinked this year, allowing asset returns to remain buoyed by max liquidity”.

  • Confused advisers at risk as dfm 'outsourcing' grows

    Confused advisers at risk as dfm ‘outsourcing’ grows

    Despite the growing trend toward the use of discretionary managers to handle some or all of the investment portion of advice, a large number of advisers remain unclear about where the responsibility for investment suitability lies.

  • Adviser interest in GEMs, multi-asset continues to grow

    Adviser interest in GEMs, multi-asset continues to grow

    Multi-asset and global emerging markets remain growing areas of interest to advisers, new research by Square Mile Research and Consulting revealed on Wednesday.