Commodities consensus plays
Brewin Dolphins head of fund research, Ben Gutteridge discusses the impact of falling oil prices, rising volatility on the firms allocations and the reasons why he is adding to the strong dollar consensus
Author: Geoff Candy
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Is Greenspan right about Grexit inevitability
Alan Greenspan, former governor of the Federal Reserve, believes that a eurozone without Greece is an inevitability. But, he does not believe the departure will be as much of a catastrophe as it looked like being in 2012.
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Mid-cap bias boosts RLAM to head of SPI White List
A bias toward mid-caps helped propel Martin Cholwills Royal London UK Equity Income fund to the top of the Sanlam Private Investments White List, displacing small-cap focused Unicorn.
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What if oil stays low for longer
It may seem a strange question to ask with the price of brent crude heading for its largest two week gain in 17 years. But, while there is every reason to recognise the recent rally in prices, it is equally important to put it in context.
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Volatility to rise as earnings risks grow
Investors have been lulled into a false sense of security as the tide of quantitative easing has lifted all boats, Woodford Investment Management CIO, Neil Woodford said on Thursday.
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Woodford reveals investment trust plans
Woodford Investment Management has revealed some of the details of its planned investment trust that will have a focus on early stage growth companies.
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Outcome investing starts to come of age
The Investment Associations decision to deal with the swelling ranks of the Unclassified Sector is an indication not only of the current popularity of outcome-focused strategies but also an insight into where the sector might be going.
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IA proposes classification rejig
The Investment Association has issued a consultation paper in a bid to answer recent criticism about the growing number of outcome-based funds entering the ranks of the unclassified sector.
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Asset management sector well positioned
Assets under management in the wealth and asset management sectors are expected to rise 6.5% per year between 2015 and 2018, EY said in a recent ITEM Club financial services forecast.
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Aegon targets low volatility
Demand for low-volatility investment products is set to grow, Aegon said on Wedesday, as pension changes see an increase in retirees choosing drawdown and investors burned in the financial crisis remain cautious.
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Clean pricing muted markets knock HL profits
Hargreaves Lansdown reported a 20% fall in net new business for the six months to 31 December 2014 on the back of muted period for both investment markets and retail investing.
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Lack of alternatives driving property
The phrase safe as houses rang rather hollow in the wake of the collapse of Lehmann Brothers. And, for a while, the managers of property funds had a hard time convincing people that the asset class was still a sound investment.
