UK advisers drift towards greater risk
UK investors in balanced portfolios could lose as much as 20% following a significant market correction as financial advisers gravitate towards higher risk profiles within their standard portfolios, according to Natixis Investment Managers’ latest UK Portfolio Barometer.
An investment strategy where volatility goes up but risk does not
Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value – value for money, in other words.
PA Video Insight: Stocks and bonds for those concerned about stocks and bonds
Alexander Healy’s logic is fairly straightforward: as trends change, markets change and as markets change, investment opportunities change, therefore identifying the trends and having a diversified investment approach is key.
Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
Business drivers, cash flow the key elements of value creation – Loomis, Sayles & Company
As bottom-up stock pickers, focusing in on the drivers of a company’s value creation, its final outcome are far more important than sectoral or macro themes, says Hollie Briggs, product manager of the Loomis Sayles US Equity Leaders Fund.