Simon James: ‘Having a performance target is a waste of time’
Gore Browne director is happy to ‘risk some pain’ by moving early
Author: Sam Shaw
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Richard Stammers: ‘Bad days make good entry points’
KW Wealth chief investment strategist builds on emerging markets exposure
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RLAM’s Greetham: ‘I’m the most neutral I’ve been on equities in years’
Head of asset allocation’s investment clock points to ‘stagflation’
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KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
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PA ANALYSIS: Turning the screw on fund ratings firms
Nearly three months on from the Financial Conduct Authority’s final report on its ‘Asset Management Market Study’, the screws look set to tighten for one of the sector’s key ancillary businesses.
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PA ANALYSIS: Have research and ratings firms escaped the FCA’s wrath?
This week’s ‘final’ report on the Financial Conduct Authority’s Asset Management Market Study has left a key area open to further debate.
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FCA delays RDR review; M&G chief named panel chair
The Financial Conduct Authority (FCA) is delaying the post-implementation review of the Retail Distribution Review (RDR) and will combine it with the Financial Advice Market Review (FMAR) in 2019.
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PA ANALYSIS: Post election choices with Brexit back in the spotlight
Last night’s result is merely paving the way for a “matrix” of political outcomes just 10 days before Brexit negotiations are due to start.
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WPP urged to address keyman risk over Sorrell
WPP is facing shareholder pressure to offer a succession plan following the “inevitable” retirement of CEO Sir Martin Sorrell.
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Biermann to pick up Schroder UK Dynamic SmallCos
Schroders will hand its UK Dynamic Smaller Companies fund to Luke Biermann when Paul Marriage and John Warren leave the firm later this year.
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PA ANALYSIS: UK mid-cap sector is long overdue
Wealth managers believe mid-cap funds sitting within UK All Companies is “farcical”, with a rethink long overdue.
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Kepler launches trust income ratings
Research and advisory boutique Kepler Partners has launched an income rating system for investment trusts as it recognises the shortcomings of focusing solely on yield.
