07/04/2014
As I approach my ten year anniversary at Psigma I have to admit that markets have rarely been so 'boring' and exciting new ideas have never been as hard to come by as they are now. It is a uniquely difficult investment environment.
07/04/2014
However, only 30% of respondents reported being asked for referrals by their wealth managers at least once a quarter.
07/04/2014
Assets under management (AUM) at Nordea Investment Management rose to around €151bn at the end of 2013
07/04/2014
Aavo Kokk, CEO of real estate advisory company Catella Corporate Finance says that these are good times for commercial real estate.
07/04/2014
Global M&A activity has rebounded strongly on the back of increased risk appetite and improving valuations.
07/03/2014
Head of Financial Planning Nick Fitzgerald is concerned that pension savers, who have been ‘kicked around like a political football’, are missing out on valuable tax relief because of fears that they might hit the cap.
07/03/2014
In today’s Fundamentals briefing, Lars Kreckel, an LGIM equity strategist, looked to clear up some of the common misconceptions around equity valuations whilst presenting a new LGIM Composite Valuation Indicator, the Factor.
07/03/2014
“Investment portfolios should be created in answer to the most important question to be asked of any investor, ‘what do you need the money to do?’
07/03/2014
Portfolio Considerat​ions: The main risk is being under-inve​sted
07/03/2014
As a result of the Alternative Investment Fund Management Directive (AIFMD), most of the service providers have increased prices
07/03/2014
The survey of 215 German institutional investors, with accumulated assets of around €1.5trn, also found that “concerns about this type of investment are declining significantly”.
07/03/2014
Banks provide more product information through online portals, but investors demand increased functionality around search and selection
07/02/2014
Allocations shifting away from fixed income, says Mariner
Credit and equity market volatility plus expected central bank moves are creating a stronger rates trading environment
07/02/2014
Golf fees VAT-free by David Wilson
Despite the EC’s decision last year that members’ golf clubs should not be charging VAT, HMRC’s continued dithering on VAT-free golf is definitely below ‘par’.
07/02/2014
Eastern European markets offer high growth rates and attractive entry opportunities - Erdinç Benli, Head of Emerging Markets Equities at Swiss & Global AM
ussia and Turkey continue to present opportunities, despite recent rallies
07/02/2014
The next five years will see financial markets enter a new phase, he says, in which central bank stimulus – for so long a positive influence on investor sentiment – will have less of an impact on asset class returns.
07/02/2014
The worst offender was the Global sector, in which just 42% of managers have remained in place for that period, according to FE
07/01/2014
Firms are focusing on two key strategies for growth in the near-term
07/01/2014
Euro area inflation, the UK PMIs and the ECB meeting are the highlights this week.
07/01/2014
The report claims a small number of asset managers and funds have been attracting disproportionate amounts of fund inflows