Multi-asset allocation views: Room to grow
The early part of a year gives investors an opportunity to take stock. Sunil Krishnan – Head of Multi-asset Funds, Aviva Investors – reflects on how the current environment is shaping our views for multi-asset portfolios Despite some clear economic challenges, we are constructive on the outlook for the economy and risk assets. Strict lockdowns […]
Decumulation – Finding tranquillity in the midst of volatility
By Sam Liddle, Sales Director, Church House Investment Management As Covid-19 swept the globe in 2020, its effects were clearly devastating on the lives of individuals and businesses. The ripple effect will likely continue for some years to come, not least on economies and markets. What we see today is a rather volatile market. This […]
Truly engaging financial planning is our vision for a new hybrid world
Speaking virtually to 1000 financial services professionals from across the UK at its 9th Annual Conference this morning, Dynamic Planner’s CEO Ben Goss praised the transformation of the financial planning profession over the last 12 months and claimed that advisers and clients who more fully embrace technology will better weather the challenges to come. He […]
Supporting advisers in the quest for responsible CIPs
By Bordier UK The COVID-19 pandemic and the global response to fight it has steered our lives, economies and financial markets over the past year. Whilst the longer-term effects are still being unraveled, it has become clear that the coronavirus pandemic has given greater prominence to the environmental, social and governance (‘ESG’) agenda; key issues […]
Does lifting lockdown mean lifting markets?
Progress towards easing COVID-19 restrictions is good news for the economy and society. But it has different implications for different asset prices, writes John Roe, Head of Multi-Asset Funds, LGIM Policymakers must strike a difficult balance on the question of when lockdown measures can safely be removed. Vaccination rates in some parts of the world […]
Q4 2020 Multi-asset fund update – Market overview
By Canada Life Asset Management The fourth quarter of 2020 brought a swathe of positive economic, political and medical news, sparking a wave of investor optimism. Despite a resurgence in COVID-19 infection rates in the UK, Europe and the US, global equities and corporate bonds delivered positive returns. Central banks continued to expand their asset […]
Multi-disciplinary investing: Always learning
JM Finn Fund Manager James Godrich explains what he has learnt from planes, jazz, Jonny Wilkinson, cricket and doctors that can be applied to investment management A fund manager is often judged on his grey hairs, his experience of living market cycles and comparing moments in time to a bygone era, but some of the […]
What could possibly go wrong? Evoking memories of the South Sea Bubble… both bad and good
By Steve Russell, Investment Director, Ruffer LLP Source: Citi, Dealogic We all know that 2020 was an incredible, and terrible, year. The pandemic caused the worst recession for centuries, along with an appalling death toll and suffering. Meanwhile, financial assets pushed ever upwards, surfing a wave of liquidity meant to counteract the impact of […]
Drivers and developments in sustainable multi asset investing
By Maria Municchi, Fund Manager, Sustainable Multi Asset Fund Range, M&G Investments Sustainable investment approaches look to the future, by investing responsibly and supporting the environment and society. So sustainable investment strategies should aim to achieve objectives that include meeting financial goals, as well as preserving our planet’s resources, recovering its climate and making life […]
FCA investment pathways: A risk or an opportunity for advice firms?
On 1 February 2021, the FCA’s ‘investment pathways’ were introduced and while consequences are keenest, in this context, for non-advised investors, advice firms and their clients too are not unaffected. This regulatory development can be spun as a risk to firms potentially losing valuable new business. Or an opportunity for firms to separate themselves and […]
Why remaining invested can outshine volatile markets
By Brooks Macdonald Over the past two decades, several major global events – including most recently the coronavirus pandemic – have prompted investors to flee financial markets, but data shows this could have been a mistake. When it comes to achieving long-term financial goals, investing – and remaining invested – tends to be the better […]
Outsourcing – good for clients, good for business
By Sanlam The operational benefits of having an advisory firm’s investment proposition run by a third-party investment manager are increasingly well understood. Typically, this means using a discretionary investment manager to run a discretionary model portfolio. These operational benefits include: All clients achieve the changes in their portfolio at the same time, meaning they all […]
Dynamic Planner launches sustainable investing insight
Whole of market MSCI ESG fund research now available in Dynamic Planner to help advisers match people to sustainable portfolios Helping advisers solve the ‘mystery’ of sustainable investing and ensure clients fully understand both ESG risk and opportunity 3 February 2021: Advisers using Dynamic Planner now have whole of market MSCI ESG fund research at […]
The Changing Nature of Active Management
By Daniel Needham, Global Chief Investment Officer, Morningstar Key Takeaways Active management may not be in decline, rather the type of active management is changing to benefit active asset allocation. This presents investment opportunities for long-term asset allocators. Research shows that investors need to not only be active to outperform; they need to be patient. […]
How can we build clients’ resilience in volatile market times?
A schooling in psychology drives LOUIS WILLIAMS – Head of Psychology & Behavioural Insights at Dynamic Planner – to question what we know about your clients, people who invest. By learning more, he believes we can help them weather financial crises better in future We know, according to research, that someone’s emotional state can strongly […]
Volatility – Friend or foe for your client’s portfolio?
JIM HENNING, Head of Investment Services at Dynamic Planner, shines a revealing light on risk and volatility and the starkly different impacts they can have on a client’s portfolio in accumulation, as opposed to decumulation. Here, Jim contrasts the conflicting experiences of pound cost averaging and pound cost ravaging and what they mean for your […]
How can you best communicate recommendations to clients for advised portfolios?
By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients and once again underlined the value of diversification through multi-asset investing. Having said that, we have all seen since the social and economic uncertainty which has continued to drive increased volatility in markets. As we become increasingly accustomed to the […]
Dynamic Planner unveils virtual annual conference 2021
Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual Conference, which is set to be delivered remotely, into the homes of attendees on Wednesday 10 March: 11am-4pm. Dynamic Planner’s previous eight conferences have centred on connection and community, and with these human needs now greater than ever and 2020 […]