1 April 2021
Investment stories rarely make the front pages – beyond intermittent ‘billions wiped off in single day’ headlines – so it has been fascinating to watch events surrounding US firm GameStop, several hedge funds and an army of social media-fuelled day traders in recent weeks.
24 February 2021
A long time ago, in a discretionary investment management business far, far, away, I was sitting in a rather nice meeting room listening to a quite brilliant lawyer explain why the firm I had just joined was not a fiduciary.
24 February 2021
The internet has transformed the global economy. But the arrival of social media giants such as Facebook and Twitter has raised new ethical questions.
26 January 2021
Like everybody else, I could not have predicted what 2020 was going to bring, however the one area I would have predicted correctly was more regulation.
19 January 2021
As obvious a line as it might be, it is difficult to resist the attraction of ‘vaccine news provides a shot in the arm for markets’ as a succinct review of Q4, offering much-needed hope of a better 2021.
1 December 2020
Anyone who has attended one of our presentations over the last few years will have heard us discuss the concept of winning by not losing, which we often illustrate, care of Aesop, with the fable of the tortoise and the hare.
2 November 2020
New research from Morningstar on the UK fund of funds (Fofs) market shows strategies investing in passive vehicles have produced the best performance over the last five years.
22 October 2020
When the FCA issued its 'Dear CEO' letter in January, it was clear that suitability of advice, particularly within the retirement sector, was number one on its agenda, and has firmly remained in its spotlight.
19 October 2020
In this FT Adviser special feature, our Group Director of Compliance Services, Mark Greenwood outlines the challenges facing DFMs in the ESG market.
21 September 2020
On the surface, the link between burgers and inflation might not seem obvious but The Economist’s Big Mac Index, first published in 1986, has become a global standard and the focus of many pricing studies.
16 September 2020
In this FT Adviser special feature, we explore capital adequacy requirements and the realities of being a DFM in a post-Brexit world.
15 September 2020
I saw a cartoon recently with a genie outlining three rules to his new master: no wishing for anyone’s death, no making people fall in love and no bringing back the dead.
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