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Newton: Markets have changed forever
By Mitesh Sheth, Chief Investment Officer of Multi-Asset, Newton Investment Management The gains of globalisation are behind us and its’ effects are crumbling all around us. We have become so used to a ‘Goldilocks’ backdrop in which a rising tide of central bank liquidity has lifted all boats, with equities, bonds, credit, property, private equity […]
Active management and the bright side of volatility
By Cantab Asset Management The last decade has seen significant asset price appreciation, accommodated by expansionary monetary policy. Alongside this, periods of uncertainty have led to spikes in volatility. Whilst recent levels of Quantitative Easing are unprecedented in historical terms, volatility and market corrections are not. This note considers the relationship between active management and […]
Importance of remaining invested
By Brooks Macdonald Several major global events – including most recently the coronavirus pandemic and the Russia/Ukraine situation – have prompted investors to flee financial markets, but history shows this could have been a mistake. In this article, we discuss the importance of remaining invested and how missing the best performing days could have led […]
The evolution of our sustainability ratings and research
By Fidelity Our investment team discuss how we are evolving and enhancing our sustainability research and ratings. Find out more about how we are moving away from solely using ESG as a risk management tool, with an increasing focus on delivering real world change. In recent years, we have seen rapid growth in interest in […]
Five common sustainable investing myths debunked
Whilst the number of investors who would like to make a positive impact to society and the environment continues to grow. We still encounter misconceptions that prevent some from taking the plunge. This piece dispels some of the common myths associated with sustainable investing.
Canada Life Asset Management Portfolio Funds
Canada Life Asset Management Portfolio Funds offer a straightforward and cost-effective solution to the challenge of choosing a mix of investments to suit the investment needs of a broad range of clients. They offer you simplicity, significant time savings and – crucially – the reassurance that the funds will remain appropriate for the risk appetites […]
Have we forgotten about the concept of a market cycle?
By Sam Liddle, Director, Church House Investment Management How will central banks respond to current global tensions? It’s one of the most important questions any market participant can ask right now. The scene has long been set for an extended period of aggressive hiking to address rampant inflation resulting from years of ultra-loose policy. The […]
Could new retirees be unwittingly taking too much risk?
By Mark Harris, Head of DFM Solutions, EPIC Investment Partners Worrying dynamics in the UK pension market have combined with a dearth of products to properly help clients in the decumulation phase. Pensions are a long-term game but there’s a growing concern about the increasing number of people about to hang up their proverbial savings […]
Why bonds are a buy, not a bust
There have been significant losses for some bond investors so far this year and we have been asked how we have protected our holdings from the worst of the volatility in the Church House Tenax Absolute Return Strategies Fund.
The unsung inflation-beating hero – Floating Rate Notes
By Sam Liddle, Sales Director, Church House Investment Management As rising inflation continues to grip markets, investors are looking for ways to protect their portfolios against the potentially damaging effects. Whether inflation this time around is a short-term issue or something we all need to get used to the foreseeable future, its effect on cumulative […]