Wealth managers have moved into the real estate investment trust space as valuations have been depressed amid the uncertainty over Brexit, but is looking at discounts the best way to assess buying opportunities or could investors fall into a value trap?
Platforms’ business models are an important consideration under financial adviser due diligence so what do a recent spate of IPOs and planned listings from Transact, AJ Bell and Nucleus mean for the nascent market?
With Neil Woodford’s equity income fund continuing to shrink amid hits to his holdings, investors and analysts are again questioning whether unquoted investments in an open-ended fund are a square-peg round-hole situation.
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
The discrepancy between the average pay of male and female asset managers is gaining considerably more traction in 2018. But does the industry care enough about closing the gap? Or is this another box-ticking exercise?
Strong gains in US equity markets over the past year have encouraged investors to target the asset class in 2018, but while most prefer large cap funds it’s the small caps that have generated the better returns.
The Financial Conduct Authority’s (FCA) action to make asset managers stump up £34m in compensation for “closet trackers” initially seemed like a win for investors, but the regulator has refused to name companies involved, even though one is facing an enforcement investigation.
Prime Minister Theresa May has chosen pragmatism over the “lunatic fringe” of the Conservative Party in her speech on the UK’s exit from the European Union, but she provided few nuggets for investors.
In what was a dismal month for markets generally, the UK and European equities were the pits, making up the five worst performing Investment Association sectors for February. But have the asset classes lost their lustre?
The consensus forecast of no clear winner in this weekend’s Italian election coming true is the best short-term scenario for financial markets and the economy, according to industry experts.
During the past month, 80 out of the 101 funds in the Targeted Absolute Return sector lost money, leading investors to question, as volatility makes a comeback, whether they are too correlated with stock markets.
China has been making all the headlines in recent weeks after it celebrated the Year of the Dog on 16 February. After such a strong year for Chinese investors in 2017, many headlines focused on the opportunities which lie ahead, but are there dangers that investors need to be aware of?
