Cautious funds have never been riskier
Rathbones’ David Coombs and Schroders’ Marcus Brookes have warned investors not to expect the level of returns from cautious funds this year to be as good as they have been in the past.
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Author: Geoff Candy
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Opportunity to be found in pensions sector
The pensions changes announced in last years budget have already resulted in plummeting annuity sales in the UK market and a host of new products, but according to a new white paper by Altus, the continued lack of understanding around pensions represents a significant opportunity for advisers.
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Acquisitions bolster Rathbones new business
Total net inflows slipped slightly in the fourth quarter of 2014, Rathbone Brothers reported on Monday, but the full year numbers were bolstered by acquisitions earlier in the year.
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Morningstar redoubles EMEA advisory focus
Morningstar has further increased its focus on the advisory community in the EMEA region, by splitting out its UK management functions.
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Rethinking fixed income
While calls for the death of the bond bull market may have receded, return expectations have changed, as have the types of products being created.
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BlackRock refocuses balanced income fund
BlackRock has converted its balanced income fund into the BlackRock Global Multi Asset Income Fund in response to growing demand for products that deliver a consistent income.
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Ruffer retakes management of gold fund
Ruffer has taken over management of its CF Ruffer Baker Steel Gold Fund, announcing on Friday that it has retired sub-investment manager Baker Steel Capital.
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Charles Stanley CFO departs
Charles Stanley CFO, James Rawlingson has left the firm with immediate effect, Charles Stanley said on Friday. Ben Money-Coutts has been made interim CFO
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Rate hikes devils advocates and consensus
The problem with consensus views is that they are often right for a multitude of different (and sometimes contradictory) reasons, until they aren’t.
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Liontrust sees inflows jump
Despite investor sentiment at its lowest in seven years, Liontrust reported net inflows of £424 in the three months to end December 2014, including £315m in net institutional flows on the back of a £320m mandate won by its macro-thematic team.
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Debt barbells water scarcity and low correlation
According to Societe Generale, diversification is going to be key for investors in 2015.
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Morningstar adds real return portfolios
Morningstar announced a further expansion to discretionary management offering on Tuesday, with the launch of four multi-asset real return managed portfolios.