Our regular round-up of the latest insights on investment distribution
A Valentine’s Day KISS from AJ Bell
Yesterday, AJ Bell Youinvest announced a cut on its multi-asset funds to 0.35%. The steady growth of its passive fund range has allowed it to slash the OCF, passing on savings to investors. The recent FCA asset management market study highlighted that investors...
Cristina Puscas 15 February 2019
The remarkable rise of ESG: Europe leads the way
Environmental, social and governance (ESG) funds are moving from a ‘nice to have’ to an essential part of many asset managers’ suite of products. And it is all seems to be on the back of growing regulatory pressure as well as consumer demand. Ethical and...
Joshua Taylor 08 February 2019
Is now the time for value?
We’ve recently published a white paper with Jupiter, about advisers’ views of value and income investing. Recent wobbles aside, equity markets have mostly roared away during the last decade. Factors such as low interest rates have particularly favoured growth...
Richard Bradley 01 February 2019
Has Brexit got the investment community spooked?
Brexit has dominated both the news and cast a shadow over the UK’s long-term economic outlook. The parliamentary deadlock has depressed much of the financial sector. EY recently reported that post-Brexit some £800bn of assets are set to shift from the UK, while the...
Joshua Taylor 25 January 2019
Drawdown chicken and egg
“There has been little in the way of product innovation in retirement income products since pension freedoms came into force.” That’s according to the FCA’s latest Sector Views, published last week. From advisers we’re getting the same feedback: they want...
Richard Bradley 18 January 2019
Democratising investing
Investing is beginning to reach further into the mass market. Our latest Consumer Insights research shows that 29% of British adults are investors, a steady increase over the past couple of years. While the robos have been the cheerleaders of the ‘democratisation...
Jeremy Fawcett and Joshua Taylor 11 January 2019