Analysis

  • DFMs and the transparency challenge

    DFMs and the transparency challenge

    Discretionary fund managers (DFMs) need to considerably up their game on transparency if they are to meet the ongoing trend for advisers to outsource investment decisions and the regulatory demand from Mifid II, research has found.

  • Can value make a comeback in 2018?

    Can value make a comeback in 2018?

    Growth funds have walloped their value counterparts consistently for the last decade. But with the prospect of rising interest rates on the horizon and supportive global growth, can the investment style make a comeback in the new year?

  • How 2017 rewarded the brave

    How 2017 rewarded the brave

    Those investors who took a risk on approach in 2017 have been well rewarded, with the traditionally more volatile sectors and regions topping the performance return tables over the year.

  • Will sterling sink or swim?

    Will sterling sink or swim?

    Following the recent news of progress on the Brexit “divorce bill”, sterling hit a two-month high this week, and was up against both dollar and euro.

  • Will Europe’s 2017 revival last?

    Will Europe’s 2017 revival last?

    Europe has had a tricky time of it in the decade following the financial crisis and 2017 was tipped to be no different, predicted to be a rollercoaster of populist politics and volatile markets.

  • Back into bonds?

    Back into bonds?

    Bonds have been an unloved asset class of late as investors’ mad scramble for yield has pushed the cost to unpalatable highs and they sought safety in cash, but does an impeding equity market correction mean that is set to change?

  • How to solve a problem like platforms

    How to solve a problem like platforms

    It may be a while until the Financial Conduct Authority unveils the results of its probe into the UK platform market but the investment world already has its own views on how they can be improved.

  • Are Faangs giving way to emerging tech?

    Are Faangs giving way to emerging tech?

    Emerging market tech companies have outperformed the famed ‘Faang’ stocks this year, but do tech companies in developing economies offer better long-term opportunities as well?

  • UK equity income – the most unloved asset class?

    UK equity income – the most unloved asset class?

    According to Morningstar fund flow data the UK equity income sector was the most unloved sector in October, haemorrhaging more money than other out of vogue sectors like property, UK gilts and absolute return. So, why has the asset class become so passé?

  • How GEMs have regained their sparkle

    How GEMs have regained their sparkle

    Investors in emerging markets have had quite the turnaround in fortunes during the past three years, proving the old adage that it really is a region to invest in long term.

  • This time lucky for Japanese equities?

    This time lucky for Japanese equities?

    The re-election of Shinzo Abe as Japan’s prime minister in September triggered a surge in inflows to Japanese equities, but is the country’s strong performance set to continue or are we witnessing yet another false dawn?

  • UK advisers drift towards greater risk

    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.