Investment

• Where I see the challenges and opportunities in 2019

  

  Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry

• With market risks growing a degree of caution is warranted

  

  A degree of caution is warranted in investment markets at the moment, says Steve Bates, Chief Investment Officer, GuardCap Asset Management

• Not from the high street – why we must focus on quality and value

  

  Rathbones’ David Coombs tried as hard as he could to buy a suit from the high street, but the experience was appalling. What deep-seated problems are behind poor performance from UK retailers?

More Articles

• Why robotics and AI will be winners of US-China trade war

  

  Robotics, automation, and AI may be the only winners from the US and China trade war

• What importance the midterms for UK investors?

  

  With the Rathbones multi-asset portfolio heavily invested in the US, funds manager David Coombs looks at the possible impact of the US mid-term elections on the US economy and stockmarket performance

• Markets – concerns around growth

  

  Current movements in the market appear to be more than a whimsical sector rotation, says Anthony Rayner, manager of Miton’s multi-asset fund range

• Are advisers overlooking a SSAS opportunity?

  

  Clients dissatisfied with the running of their SSAS is an opportunity for advisers to help and thus build a valuable relationship with this group HNWs, says Matthew Storey, business development manager, Xafinity SIPP & SSAS

• Sifting through the market and media noise

  

  Trying to determine what’s true and what’s not in a world seeking attention has become a bigger part of what fund managers does, says David Jane of the Miton multi-asset team

• How DFM fears could be costing adviser firms

  

  Concerns adviser firms have about using a DFM – costs, performance and having clients stolen – are misplaced fears which could be costing them – and their clients – more than they know

• Creating investment streams through gross revenue mining royalties

  

  Julian Treger, CEO Anglo Pacific Group, looks at the ins and outs of investing in a mining royalty  

• Why retirees need more support than ever

  

  Peter Hopkins, technical director at AJ Bell, looks at the practical issues with which retirees now have to contend and the options they have when it comes to balancing the taking of income and leaving wealth to their beneficiaries

• How fragile is the global economy – could we see another market crisis?

  

  Ten years on from the collapse of Lehman Brothers, have investors and policy makers learned their lessons and are today’s market participants looking in the wrong direction for the next dislocations?

• Global growth and the next bout of economic and market pain

  

  Fidelity International’s global economist Anna Stupnytska outlines why she believes global growth for the rest of 2018 should continue slowing