Panning for gold: Platform view with Hargreaves Lansdown
Platforms must adapt if they are to prosper in the new gold rush heralded by the chancellor’s pension reforms.
Viewpoints
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Less tragedy, more ‘theatre of the absurd’ for Greece
For the past few weeks, Greece and her creditors have engaged in more and more intensive dialogue in order to try to bridge the gap between their respective positions over continuing the gradual and orderly restructuring of the Greek economy and government finances.
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Industry bodies, end investors and the sector’s reasons for rude health – Stoakley
The funds industry does a pretty good job of catering for the end investor, says Robin Stoakley, head of UK intermediary at Schroders, what it needs to work on is getting the message out.
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Beating the bank and capturing higher beta
Asset managers have strongly outperformed during the past 25 years, says Tim Guinness, CIO of Guinness Asset Management, so is it time to look at the business behind the fund managers?
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Busting the myth of DIM ‘outsourcing’
The FCA has given its guidance but it is still not prescriptive on how advisers and discretionaries work together, which could lead to a bad fit, writes David Gurr
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Bumpy road will not stop local businesses
Forecasts are tough in any business, says Robert Harvey, manager of Matthews Asia’s Asia Small Companies Fund, but politics is tougher than most to divine the outcome of future market events.
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How will China respond to the potential equity bubble?
Sandra Crowl, member of Carmignac Gestion’s investment strategy committee, examines how structural reforms and liberalisation of the financial markets will keep the limelight on China in 2015.
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Has the bond world gone completely mad?
Being right, but far too early, must be reclassified as just being wrong for a very long time, says Justin Oliver, deputy CIO at Canaccord Genuity Wealth Management. But the question is, is the government bond market one of those cases?
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Winter weather and other weights on US growth – RLAM
Last year, severe winter weather caused US GDP to contract by 2% in the first quarter of 2014. This year, economists have been engaged in a similar debate, with initial estimates showing a contraction of 0.7% in Q1.
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Demystifying the fixed income absolute return space – Eigen
Absolute return investing – which seeks to generate returns regardless of underlying market conditions – has grown tremendously.
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Passive should be the core of your portfolio says Markus Schuller
Markus Schuller, a Monaco-based consultant who gives asset allocation and strategic advice to global financial institutions, talks to EIE’s editor Dylan Emery about the investment implications of investor irrationality, and why passive should be the core of your portfolio.
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Why gilts still have a place
Gilts still play an important role in a portfolio but it is a small one, argues FundCalibre’s Juliet Schooling-Latter, and most likely shouldn’t be played by a gilt-only fund.