If deciding to take on the services of a discretionary fund manager (DFM) is a big decision, then scouting out the most suitable firm to partner with is another kettle of fish altogether for many financial advisers.
The burden of regulation hangs heavily over the world of financial services, and with the introduction of yet another swathe of rules under MiFID II in January this year the demands on adviser time is only set to grow greater still.
Ten years on from the nationalisation of virtually the whole UK banking sector, it’s now a much safer place to invest. Banks may not be the racy investments they were pre-crisis, but David Coombs, our head of multi-asset investments, explains why boring may be good when it comes to banks.
A hefty jump in US Treasury yields seems the most likely reason for October’s abrupt sell-off. But chief investment officer Julian Chillingworth finds it hard to believe the US economy is about to keel over, given recent data, and believes equities – while volatile – should remain the place to be for the foreseeable future.
One of the main barriers facing discretionary fund managers (DFMs) is the perception that too few offer the level of personalisation needed to warrant an extra layer of cost.
Costs, performance and even fears of clients being stolen are all major concerns for advisers that have stood firm against the rising tide of third-party investment management services in recent years.
David Coombs, our head of multi-asset investments, has been watching too much EastEnders. But it’s got him thinking about how assets can be dressed up as something else.
Elon Musk has got himself in hot water with the SEC after months of erratic behaviour. Our head of multi-asset investments, David Coombs, ponders the effects of hubris.
Companies selling big global brands have come to be known as ‘dividend aristocrats’ because of their long track records of stable earnings power. Rathbones’ head of equity research Sanjiv Tumkur discusses how these ‘branded gentry’ are under threat in a rapidly changing consumer landscape, and how some are adapting.