Department heads at the Financial Conduct Authority have pledged to be more dynamic in speaking with the investment industry and cease the practice of “sporadic communications”. The comments were made at an...
Ensuring members engage in effective decumulation practices and spend retirement assets effectively is the “hardest problem in financial planning”, according to Christine Benz, director of retirement planning at Morningstar. Benz is also...
The challenges facing people saving for retirement are the same around the globe – trading flexibility for security, and balancing the benefits of personal choice with the convenience and cost of off-the-peg...
Newly introduced rules by the US Department of Labour look to clarify fiduciary standards and safe harbour obligations for investments into alternatives by DC pension schemes in the US. The rules follow...
The pandemic has created opportunities for many active funds, when compared to passive rivals, according to the latest report from BMO Global Asset Management. Its found that the best active fund in...
Developing structures to facilitate long term saving has been core to David C. John’s work for four decades. As well as co-developing a low cost product wrapper now being adopted by states across...
The Principles of Responsible Investment (PRI), a UN-supported international network of investors, has called a renewed focus on more sustainable investment strategies following Joe Biden’s win in the US presidential election. Congratulating...
In a harsh environment for retailers, compounded by the lacklustre growth in consumers’ disposable incomes, there are some companies benefiting from the disruption caused by the internet to traditional business models, says...
While many investors believe Goldilocks is back and is looking prettier than ever, we couldn’t agree less, says Nick Clay, portfolio manager, Newton’s Global Higher Income team. Indeed, now is the time...
This autumn has been a turbulent time for bond markets, but in the aftermath of recent volatility opportunities have emerged. Short duration positions are likely to remain the preferred bias for the...
