PA ANALYSIS: After a bad week for UK plc, are the bears right?
Following a week of profit warnings and dramatic share price movements from FTSE favourites, are the UK bears right? Is this a sign of more trouble ahead for UK businesses?
Analysis
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PA ANALYSIS: Merger mania, should fund buyers beware?
To what extent should portfolio advisers be factoring corporate activity into their investment thinking and decisions?
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PA ANALYSIS: Insistent client advice may require two suitability reports
Advisers are mulling the implications of FCA plans to incorporate the term ‘insistent client’ into its handbook guidance. The regulator has outlined what it sees as best practice – a move that could see advisers producing two suitability reports, with a particular focus on pension transfer advice.
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PA ANALYSIS: Why do advisers have to follow EU rules?
Portfolio advisers are increasingly asking themselves why they are having to deal with so much regulatory change emanating from the EU, given the fast approaching deadline for Brexit in March 2019.
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PA ANALYSIS: Why the government needs to act quickly on cold calling
While welcoming Monday’s government decision to resurrect a ban on pension cold calling, many industry figures have expressed concerns on how long it will take to implement.
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PA ANALYSIS: The UK equity conundrum
Research published on Friday by Aegon UK shows that advisers are pretty much split on what to do regarding their UK equity exposure.
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PA ANALYSIS: Preparing for a market correction – hedge or diversify?
The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?
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PA ANALYSIS: Buyer beware best buy ‘affiliated’ funds?
Is there a potential conflict of interest arising from investment platforms or “fund supermarkets” recommending their own products to clients?
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PA ANALYSIS: What’s going on at ‘disappointing’ Sanditon?
Sanditon Asset Management’s CEO has leapt to the defence of its four funds and strategy after managers slammed the “disappointing” performance since launch. So, what has happened at the boutique?
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PA ANALYSIS: Will Kames survive departure of Milburn and Roberts?
Liontrust’s capture of Kames Capital’s prized fixed income co-heads Phil Milburn and David Roberts is further proof that the fund house is “on the up and up”. What is less clear is where exactly this leaves Kames.
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PA ANALYSIS: Is it time to clear out the clutter of small funds?
Small and expensive, are funds that have failed to hit £10m in assets just clogging up the investment universe?
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PA ANALYSIS: Economics of ESG investing driving demand in Europe
A growing number of institutional investors in Europe are embedding ESG analysis in their investment processes in response to regulatory pressure, consumer demand and a rising appetite for new sources of investment signals.
