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? 

Multi-Index Quarterly Commentary
26 July 2021

Multi-Index Quarterly Commentary

The good news for developed markets has been a powerful near V-shaped recovery from the pandemic. Equities have enjoyed a buoyant period of growth seemingly ignoring short term woes a few months back and breaking new all-time highs several times during June.
 

Sarasin Quarterly Market Review
19 July 2021

Sarasin Quarterly Market Review

The trends markets experienced in Q1 have broadly continued in Q2. Vaccine rollouts still appear to be driving market growth, with outperformance occurring in those which have a greater degree of openness.

Liontrust Quarterly Market Commentary
12 July 2021

Liontrust Quarterly Market Commentary

Central bank watching has become the markets’ favourite pastime and no comment or gesture, however miniscule, can escape forensic examination for signs of hawkish or less dovish leanings. 
 

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.