04/05/2020
Sanlam’s Fourie: Why I’m happy to underperform when the market recovers
The manager of the Sanlam Global High Quality fund said he is not willing to compromise his long-term strategy for a short-term boost.
Comment, Analysis & Research
04/03/2020
How long can Italy retain its Investment Grade status
Recently this tension has been reduced, as the vote of no confidence called by Matteo Salvini-led Lega backfired leaving them out of a ruling coalition and the conversation has now moved on.
04/03/2020
How coronavirus will change advice firms
Likewise how much importance do clients place, particularly on that initial face-to-face contact.
04/03/2020
‘Alarming’ number still need to coronavirus-proof their finances
“This is usually in terms of investments, savings, tax planning, pensions and retirement planning, wills, education fee planning, and foreign exchange.”
04/03/2020
Adviser saves client from £18k market fall
But by the time the confusion was sorted, a month of market falls due to the coronavirus crisis had wiped more than £18,000 off the Isa's value, which sat at £55,700 on the day the Isa was eventually transferred (March 25).
04/02/2020
"There’s a huge risk that some financially vulnerable members will end up in the hands of pension scammers"
In addition, as a direct result of COVID-19, we would expect to see more schemes impose statutory reductions to transfer values to reflect their worsening funding position and protect their overall finances.
04/02/2020
March market report: How the world has changed in a month
Official infection rates in the US and Europe have now overtaken China and containment efforts through social distancing and quarantines are in effect in all major countries.
04/02/2020
IT teams: In the eye of the storm - the importance of remaining calm
When it comes to reassuring clients, we must first be able to demonstrate we are able to work remotely
04/01/2020
Is business-as-usual possible for advisers working from home?
One firm says it is inevitable that covid-19 will ‘substantially slow down our business’
04/01/2020
Willis Owen reveals the best & worst sectors and funds in March 2020
March was a month to forget for most investors, with some of the worst falls seen for more than a decade.
04/01/2020
Are family businesses better prepared to survive during economic turmoil?
The trend towards low spending is typically explained by the fact that the family is footing the bill of an expenditure.
03/31/2020
Investment banking: a problem child for UBS and Credit Suisse
The unit is said to have earned around $ 120 million for the bank last year from trading speculative junk bonds, as Reuters wrote.
03/31/2020
'Consumer confidence will reach record lows, with a drastic effect' - comment on UK consumer confidence figures from Close Brothers
In the coming months we expect consumer confidence to reach record lows which could have a drastic further negative effect on demand and spending.
03/31/2020
Global Investment Committee Outlook
The near-infinite expansion of sovereign bond QE also is an incomparable shock to the system, almost like setting to maximum the electricity used to stimulate the brain of a comatose patient.
03/31/2020
Banks should ‘hang heads in shame’ over little to no help with Covid-19
One member said: “We haven’t had enough profit in the last three years as we are just about ticking over in a job I love.”
03/31/2020
Surviving coronavirus: FAQs for UK employers
The guidance from government is still sketchy so we have had to fill in some of the detail working from experience and first principles.
03/31/2020
V, W or L: what shape will the recovery take?
Although a rapid V-shaped recovery is our central forecast, if Covid-19 lingers there is a risk of a “double-dip” recession.
03/31/2020
The cavalry (finally) arrives
The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolation. Beware of leverage and expect dividend cuts, warns our chief investment officer Julian Chillingworth.
03/31/2020
Perfect Storm for Markets as Economic Time Stops by Butterfield Group
Certain sectors of the economy are more directly exposed to the economic shutdown, but the breadth of this shutdown will impact every sector.
03/31/2020
Ritz sale inflames Barclay twins row
The deal came on the day the hotel closed its doors for the first time ever since it first opened, after London went into lockdown as a result of the covid-19 pandemic.