Philippa Aylmer writes that with UK assets looking attractive relative to the rest of the world and the end of the Omicron wave in sight, it might be easy to dismiss ‘partygate’. However, Stuart Clark, portfolio manager at Quilter Investors warns investors to expect increased volatility in 2022.
The UK’s December CPI figure of 5.4 per cent for the year was higher than expected and reminded Paul Craig, portfolio manager at Quilter Investors of the situation 30 years ago.
Dr Greg B Davies, Head of Behavioural Finance, Oxford Risk writes that the right level of risk for an investor to take depends, to some extent, on that investor’s balance sheet. The more an investor relies on investments to fund their life, the lower their capacity to take risk with that portfolio.
Nick Eatock, CEO of intelliflo writes that sometimes it takes a crisis to press home just how useful a certain tool or strategy can be.
Goldman Sachs Asset Management has published its top investment ideas for 2022 in a report entitled New Challenges, New Opportunities: Eight themes we’re watching.
“The Wei Forward Report”, written by Lord Wei of Shoreditch, the social entrepreneur and Conservative peer, and commissioned by Future Planet Capital, the international impact investment group, sets out how venture capital can provide the solution to harnessing university-originated innovation, enabling a next generation of entrepreneurs to supercharge efforts to solve the biggest problems like climate change, health, educations, and security issues, whilst still delivering profits for investors.
Rathbone Greenbank Investment’s Kate Elliot, head of ethical, sustainable and impact research, has commented on the top three ESG themes for 2022.
Russell Andrews, Global Head of Advice Solutions, SEI Asset Management Distribution, writes that when news broke of the surprising surge of trading activity in the newly-termed ‘meme stocks’, it turned a small yet growing trend of social media-influenced trading patterns into a media phenomenon and a mainstream talking point. Since then, the debate has raged, and even regulators have weighed in. But the question remains: how will the story end?
New data from Quilter, the wealth manager, shows that the number of people making Class 3 National Insurance Contributions (NICs) rose 85 per cent following the introduction of the new state pension in 2016.
Wealth Adviser's sister title ETF Express features the first in a new series of videos with Asset TV on ETFs, opening with the thematic panel, featuring Allan Lane from Algo-Chain, creator of ETF model portfolios; Hector McNeil of ETF white labelling firm HANetf; Thomas Bailey, ETF editor from Interactive Investor and David Barfoot from thematic ETF issuer Rize ETFs.
Willem Sels, Global Chief Investment Officer, Private Banking and Wealth Management at HSBC writes that after the rollercoaster of the last 18 months, it is clear from recent data that global economic momentum is starting to slow.
The European Fund and Asset Management Association (EFAMA) has today released its latest Market Insights report, Perspective on the costs of UCITS. The full report breaks down the costs of UCITS, focusing on the fees charged for the different services provided along the investment fund value chain and distinguishing between the product cost for which fund managers are directly responsible, and the total cost of ownership borne by consumers, which includes the product cost as well as the costs of distribution and advice.