A great reset for Multi-Asset?
29 July 2021

A great reset for Multi-Asset?

More than £22 billion is currently languishing in consistently underperforming multi-asset funds according to a recent report from Asset Intelligence, with the consultant calling for a ‘great reset’ in this sector. 

The great debate: economic recovery, freedom & well-being
28 July 2021

The great debate: economic recovery, freedom & well-being

Freedom Day has finally arrived, but what exactly does this mean for businesses and the general population? 

Business Update: Strategic Asset Allocations June 2021
28 June 2021

Business Update: Strategic Asset Allocations June 2021

The SimplyBiz Investment Services Investment Committee recently updated the Strategic Asset Allocation (SAA) that sits within Centra, SimplyBiz’s end-to-end financial planning tool.

The responsible revolution: a watershed moment
17 June 2021

The responsible revolution: a watershed moment

Royal Dutch Shell were recently instructed by a civil court in the Netherlands to cut their global carbon emissions by 45% compared to 2019 levels by the end of the decade. They’ll appeal the decision, but this marks a watershed moment as it’s the first time a company has been subject to this kind of ruling.

Price and value: what you pay versus what you get
10 June 2021

Price and value: what you pay versus what you get

Growing fears about rapidly inflating bubbles in certain parts of investment markets have led to renewed focus on one of the oldest – and most fundamentally misunderstood – relationships in finance, between price and value.

Is passive investing killing ESG?
29 April 2021

Is passive investing killing ESG?

When it comes to investing there are currently two big trends: ESG and low cost. Passive ESG investing is relatively cheap and efficient. What could possibly be wrong with a fund that ticks both the low cost and the ESG boxes? 

WS Verbatim Multi- Index Funds Quarter One Review
26 April 2021

WS Verbatim Multi- Index Funds Quarter One Review

President Biden’s Covid-19 stimulus package was approved by Congress and will pour an eye popping $1.9 trillion into the US economy. 

Verbatim Income Fund - Q1 Commentary
22 April 2021

Verbatim Income Fund - Q1 Commentary

As we look back the first quarter of 2021, it is clear that a strong, vaccine-driven recovery is now unfolding around the world. It is US-led but global in scale, synchronised across regions and fuelled by generous monetary and fiscal policies. Thanks to vaccination progress the US and UK have both targeted full reopening on 4 July and 21 June respectively. However, where vaccine progress has been weaker, we are seeing further lockdowns imposed, Europe in particular.

Q1 Review 2021
15 April 2021

Q1 Review 2021

We wrote in our 2021 outlook that this year would see the end of three market-shaping forces and two of these have already passed into the history books in the first quarter, albeit with ramifications that will only become clear in the months and years ahead. A Brexit deal finally happened on Christmas Eve and Donald Trump has left the White House, giving way to President Joe Biden and the first unified government across the US executive and legislative branches since the mid-2000s. 

Sector review: A positive case for the UK
9 April 2021

Sector review: A positive case for the UK

Across our funds, we continue to favour cheaper equity markets, including Europe, Japan and Asia/emerging markets, rather than the expensive US. We are now increasingly comfortable favouring the UK as well.