Author: Jessica Tasman-Jones

  • Saudi Arabia emerging market upgrade creates opportunities

    Saudi Arabia emerging market upgrade creates opportunities

    Saudi Arabia’s promotion from frontier to emerging market in FTSE Russell indices is an opportunity for short-term investors to take profits, while longer-term investors can take the announcement as confirmation the market is moving in the right direction.

  • Fidelity investment trust index switch coincides with fee changes

    Fidelity investment trust index switch coincides with fee changes

    Fidelity Japanese Values has become the first investment trust run by the asset manager to adopt its variable management fee model, but has also announced plans to switch to a poorer performing benchmark.

  • Thesis jumps on decumulation bandwagon

    Thesis jumps on decumulation bandwagon

    Thesis Asset Management has become the latest discretionary investment manager to launch a decumulation portfolio, following in the footsteps of Parmenion and Copia, as advisers complain about a lack of products focused on income rather than accumulation.

  • Who has the upper hand in Brexit negotiations?

    Who has the upper hand in Brexit negotiations?

    A year since UK prime minister Theresa May sent a letter to European Council president Donald Tusk triggering Article 50, the fund industry weighs in on whether it is the UK or the EU that has the stronger hand in Brexit negotiations.

  • FCA welcomes passporting in Brexit transition

    The FCA has confirmed European Union firms and funds benefiting from a passport do not yet need to apply for authorisation due to the implementation period that has been agreed between the UK and EU, while the Bank of England has said it will be business as usual for banks, at least for the next…

  • Richard Buxton: UK in the dark about life beyond Brexit

    Richard Buxton: UK in the dark about life beyond Brexit

    OMGI chief executive Richard Buxton has said the UK cannot plan for its post-Brexit future with any certainty as the one-year anniversary of Theresa May triggering Article 50 approaches.

  • What are the cheapest FTSE All Share trackers?

    What are the cheapest FTSE All Share trackers?

    The most expensive passive exposure to the FTSE All Share comes through the Virgin UK Tracker, which charges 1%. But how much could investors save in fees by going with the five cheapest funds on offer?

  • Nick Train downplays bond proxies as rate hikes loom

    Nick Train downplays bond proxies as rate hikes loom

    Nick Train says it is wrong to categorise his funds as bond proxies even as he defends the outlook for the interest-rate sensitive type of equities.

  • Frontiers investment trust shareholders vote for change

    Frontiers investment trust shareholders vote for change

    Blackrock Frontiers shareholders have voted overwhelmingly in favour of the investment trust extending its investment universe to some emerging markets in a vote in London today.

  • Coutts banker exits as harassment claims surface

    Coutts banker exits as harassment claims surface

    Coutts’ head of key client coverage Harry Keogh has exited the private bank with immediate effect weeks after a sexual harassment investigation against him became public.

  • Pension fund’s fee demands reassuring for advisers

    Pension fund’s fee demands reassuring for advisers

    A policy from the world’s largest pension fund to only work with asset managers that adopt performance-based fees should be reassuring for advisers even if they lack the scale to make same demands, Orbis UK head Dan Brocklebank has argued.

  • FCA wins ‘dubious investments’ case in High Court

    FCA wins ‘dubious investments’ case in High Court

    The High Court has ordered individuals connected with Capital Alternatives Limited to pay £16.9m in restitution for their roles in four unauthorised collective investment schemes.