Author: Portfolio Adviser

  • Cofunds posts surge in pre-tax profit for 2014

    Cofunds posts surge in pre-tax profit for 2014

    UK investment platform Cofunds has reported an 83% increase in pre-tax profits of £7.7m for 2014 due in part to a big growth in retail pension assets using its service.

  • Dont dismiss inflation threat just yet

    Dont dismiss inflation threat just yet

    Jason Broomer, head of investment at Square Mile Investment Consulting & Research, examines the ways in which investors can safeguard against periods of inflation.

  • Financials entering a sweetspot - Invesco

    Financials entering a sweetspot – Invesco

    Increased regulation and relatively low valuations are leading to significant opportunities in the US financial sector, says Invesco Perpetuals Stephen Anness.

  • Selective opportunities as emerging markets change

    Selective opportunities as emerging markets change

    Long-term structural growth and low valuations make emerging markets appealing relative to developed markets, according to Capital Group, but stock-picking skills will be critical.

  • Aviva Investors Property Trust

    Aviva Investors Property Trust

    The Square Mile Academy of Funds is a showcase of all funds that Square Mile is prepared to recommend to clients. Housed within a dedicated section on the Square Mile website and free for all advisers to access, recommended funds will carry a rating as a mark of quality and a reflection of the level…

  • FCA bans two former TMI directors

    FCA bans two former TMI directors

    Two former directors of failed financial advisory firm TailorMade Independent (TMI), which advised clients on self-invested personal pension (SIPP) transfers into troubled overseas property company Harlequin, have been banned by the Financial Conduct Authority (FCA).

  • Opportunity lies in election volatility

    Opportunity lies in election volatility

    Simon Brazier, manager of Investec Asset Managements UK Alpha Fund, picks apart the possible outcomes of the upcoming UK general election.

  • Old Mutual Global Investors

    Old Mutual Global Investors

    Asset management firm Old Mutual Global Investors has appointed Simon Mackinnon to support its expansion in the Asia Pacific region.

  • Is property really as safe as houses

    Is property really as safe as houses

    The demand for property is increasing as investors need for yield remains though the longer they wait to invest the more expensive the asset class becomes.

  • Need to be nimble Iain Stealey

    Need to be nimble Iain Stealey

    While the plunging euro has grabbed most of the headlines, Iain Stealey, manager of the J.P. Morgan Global Bond Opportunities Fund, says the gyrations underscore a more fundamental point for bond investors: the need to be nimble.

  • Tax free lifetime allowance cut to 1m

    Tax free lifetime allowance cut to 1m

    The UK government is planning to cut the lifetime limit for tax-free pension saving to £1m from £1.25m, along with a series of measures designed to trigger a savings revolution.

  • The UK govt creates secondary annuities market

    The UK govt creates secondary annuities market

    The UK government will remove tax restrictions on people who want to sell the income stream from an existing annuity from 6 April next year, effectively giving them similar freedoms as those soon to be enjoyed by those in defined contribution savings plans.