Japanese equities had the largest positive shift in net sentiment across pan-European fund selectors during the last quarter, according to research from Portfolio Adviser’s sister publication, Expert Investor. Click through the slides below to find out more about the views of the industry toward Japanese equities.
Pensioners who believe the popular opinion that stocks are riskier than bonds overall risk “under-funding their retirement”, James Dowey, Neptune’s CIO and chief economist, has warned.
The UK economy exceeded forecasts as the gross domestic product (GDP) grew 0.5% in the last quarter of 2017, up from 0.4% in the third quarter.
JP Morgan Asset Management (JPMAM) has launched three fixed income exchange traded funds – the group’s first bond ETFs in Europe.
Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.
With a return of 31.9% in dollar terms, the MSCI Frontier Markets Index achieved its highest gain in 10 years in 2017, continuing the theme of emerging markets outperforming their developed peers.
The Pensions Ombudsman has not upheld a complaint from a client and ex financial adviser accusing AJ Bell of poor service, negligence, maladministration and misconduct, which saw the investment firm take the “unprecedented decision” to end its relationship with him.
At a star-studded awards lunch earlier today, we unveiled the funds that our judging panel believes are best placed over the coming three years given their view of the world.
More than two thirds of UK consumers with assets of more than £325,000 ($454,305, €370,339) do not know their estate may be liable for an inheritance tax (IHT) bill, according to research by Canada Life.
The Financial Conduct Authority is “comfortable” allowing Priip manufacturers and advisers to provide “explanatory materials” where there are concerns that performance scenarios in mandatory key information documents (Kids) are too optimistic.
St James’s Place’s market dominance showed no signs of letting up, as it grew funds under management (FUM) by 20% to £90.7bn in 2017. Meanwhile, Brewin Dolphin reported “positive momentum” in the first quarter.
Neptune chief executive Robin Geffen is incredibly concerned by the current glut of “complicated” funds that lack portfolio transparency, saying they remind him of the “worst investment” he ever made.
