Investment

• Time-weighted versus money-weighted returns

  

  Stephen Kelly, investment analyst, Maitland looks at time-weighted versus money-weighted returns and the impact of behavioural finance on portfolios

• Value or growth and the 3 ‘ds’ of investing

  

  Rising inflation and interest rates typically bode well for value strategies? So is there no room for growth stocks? Old Mutual’s Dan Nickols and Richard Watts outline their current preferences 

• Discrepancies in how HMRC deals with errors

  

  You’d expect broad consistency in how HMRC allows errors to be fixed. Wouldn’t you? Gareth James, head of technical resources at AJ Bell, looks at the different handling of pensions and ISA errors

More Articles

• Benefits of 8 and 10 year terms for structured products

  

  Longer investment terms increase the opportunity for structured products to mature with a positive gain for investors, says Colin Mclachlan, Lowes Financial Management

• Percival and Harrison review suitability report writing at Technical Insight Seminars

  

  Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.

• How to get commercial land accepted as an asset in a SIPP

  

  Martin Tilley, director of Technical Services, Dentons Pension Management, provides pointers to help get commercial land accepted by a SIPP provider

• Why the dollar is sitting at the heart of allocation decisions

  

  Henna Hemnani, assistant fund manager for the Miton’s multi-asset fund range, looks at the effect of a strong US dollar and what that means for global asset prices

• Trends in social media and investment vanity

  

  Obliging people’s vanity is a good investment strategy, argues Rathbones’ multi-asset assistant fund manager Will McIntosh-Whyte. But beware of fickle fashion.

• How defensive are ‘defensives’?

  

  Maybe it’s time to redefine what we class as a defensive equity, says Anthony Rayner, manager of Miton’s multi-asset fund range

• Case Study: Swapping a personal pension to a SIPP for property purchase

  

   Moving a personal pension to a SIPP to make a property purchase can be the smart move, writes Jessica List, pension technical manager, Curtis Banks Group

• Investing for sustainability: Can investors affect plastic reduction?

  

  By embracing companies contributing to a cleaner and more efficient (circular)economy, Quilter Cheviot’s Claudia Quiroz believes they can

• PRIIPS – the challenges for adviser firms

  

  What do advisers need to understand about PRIIPs and the challenges posed by the regulation which came in earlier this year? Ulf Herbig, product owner at KNEIP provides an insight

• Time to embrace volatility

  

  Markets have been volatile but that is to be expected and investors need to look through the noise to opportunities, says Miton’s David Jane