After a stomach-wrenching drop in early October, chief investment officer Julian Chillingworth takes stock. A correction doesn’t mean it’s time to cut and run from stock markets.
Comforting for financial advisers will likely be that of all the findings from the Rathbones’ value of DFM report discussed so far, data which reveals the positive impact a third-party investment manager has on client relationships.
David Coombs tried as hard as he could to buy a suit from the high street, but they just weren’t selling. Our multi-asset investments head worries deep-seated problems are behind poor performance from UK retailers.
Whether rolling cheese down a hill, braving the chaos of a Spanish fiesta or investing in the stock market, you should always take precautions, argues Will McIntosh-Whyte, assistant manager of our multi-asset funds.
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.
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