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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 […]

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.

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 […]

By Wayne Bishop, King and Shaxson Asset Management King and Shaxson Asset Management’s sole focus is managing ESG and Impact portfolios. We have been doing so since 2002, long before the terms were first coined. In the years leading up to the pandemic, interest and assets under management in ESG and Impact products had been […]

By RSMR Independent research business RSMR has added a new RSMR Responsible Growth portfolio to its Responsible Managed Portfolio Service (MPS). There are now four risk profiled portfolios in the RSMR Responsible MPS in Dynamic Planner – alongside the RSMR Rfolios MPS range of risk profiled portfolios. Stewart Smith, RSMR Head of Managed Portfolio Services, […]

By Sam Liddle, Sales Director, Church House Investment Management The absolute return sector has always had its critics and, in the case of several participants in the sector, rightly so. But in a year that looks set to challenge both equity and fixed income markets, could the strategy come back into its own? So far […]

By Sonja Laud, Legal & General Investment Management Even though we’re only a few weeks into the new year, investors have already seen some significant moves in markets. In a special CIO call, we discussed how they might play out. Last week I sat down with Colin Reedie, Head of Active Strategies, and Tim Drayson, […]

Will McIntosh-Whyte, manager of Rathbones’ range of four risk-rated sustainable multi-asset funds, answers questions about why sustainable investing makes sense, what he hopes to achieve with this range and what some of the challenges and opportunities are in managing sustainable multi-asset portfolios. 1. Why is sustainable investing gaining traction? There’s no denying that demand for […]

by Guy Monson, CIO and Senior Partner, Sarasin & Partners LLP 2021 was a year of unexpectedly strong recoveries. The IMF, for example, in its October 2020 outlook, pencilled in US GDP growth of 3.1% for 2021 – by last quarter that had almost doubled to a red hot 6% (with similar upgrades across much […]

By Jim Leaviss, Fund Manager at M&G Investments After a tumultuous year for fixed income markets, fund manager Jim Leaviss presents his outlook for 2022. Jim considers the outlook for inflation and what this means for central bank policy and financial markets. He also looks at some of the more recent macro developments, such as […]