Our regular round-up of the latest insights on investment distribution
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
Platforum predicts
While the political chaos reigns, the retail investment industry continues a transformation in response to the mega trends of digitalisation and shifting retirement demographics. Profound regulatory changes continue to influence the behaviour of companies and...
Platforum Team 14 December 2018
Advisers’ one-stop shop solutions
Multi-asset and multi-manager funds are a staple of most advisers’ investment arsenal. Motivations to use and their role within client portfolios differs, but one of the most common things we hear from advisers is that they are being used as a one-stop solution for...
Andrew Ashwood 07 December 2018