Sector report: Looking for value in a North America waiting on a rate rise

        Professional Adviser | 23 Jan 2015 | 15:57

        Though the recovery of the world's most influential economy is set to continue, headwinds in the shape of a rise in interest rates are building. Ken Rayner asks: How will North America cope?

        American flag

        Fidelity’s Greetham to exit

        Fidelity Worldwide Investment’s asset allocation director Trevor Greetham is to leave the company, Professional Adviser's sister title Investment Week can reveal.

        Professional Adviser | 20 Jan 2015 | 09:54
        Close up of the Union flag

        Everyone's talking about... The UK

        In the fifth part of our new series looking at the most topical investment themes for the quarter ahead, Professional Adviser asks multi-managers: with an election looming and record low inflation, how attractive are home grown investments?

        Professional Adviser | 16 Jan 2015 | 12:18

    Other Equities articles


      Investors ditch UK All Companies once more after October inflow

      Investors sold out of the UK All Companies sector in November, with the sector returning to net outflows after a brief spell of inflows the previous month.

      Professional Adviser | 15 Jan 2015 | 07:35

      Everyone's talking about... Equities

      In the third part of our new series looking at the most topical investment themes for the quarter ahead, Professional Adviser asks multi-managers: are equities really attractive, or are they just the only game in town?

      Professional Adviser | 14 Jan 2015 | 14:07
      clock striking twelve with pound sign

      Novia's DFM Copia beats IA sectors in strong first year

      Discretionary fund manager (DFM) Copia Capital Management - part of the Novia group - has reported its first annual performance figures since it began trading a year ago, which show it has beat The Investment Association (IA) industry sector average across all ten risk models.

      Professional Adviser | 13 Jan 2015 | 12:18
      Closed sign

      Arch Financial Products to enter liquidation

      Arch Financial Products chief executive Robin Farrell and compliance officer Robert Addison have called in administrators to liquidate the company, weeks after the High Court ruled it had been negligent in its management of the failed Arch cru fund range.

      Professional Adviser | 09 Jan 2015 | 13:11

      Morningstar unveils real return discretionary portfolios

      Morningstar has launched a range of four real return portfolios as it further expands its discretionary management service.

      Professional Adviser | 06 Jan 2015 | 12:49

      Five fund houses predict the future for 2015

      Here we have a mixed bag of forecasts of what markets will do in 2015. Diversity of opinion is (nearly) the only consistent thing here, except the views on equities - everyone still loves them...

      Professional Adviser | 22 Dec 2014 | 12:44

      Fresh blow for Tesco as FRC announces multi-year investigation

      The Financial Reporting Council (FRC) is to investigate several years’ worth of Tesco financial statements following the revelation the supermarket overstated profits earlier this year.

      Professional Adviser | 22 Dec 2014 | 11:04

      Government reveals fresh plans to sell down Lloyds stake

      The UK government is to sell another tranche of shares in Lloyds Banking Group as it moves to return the bank to private ownership.

      Professional Adviser | 17 Dec 2014 | 15:36

      Allianz GI opens flagship funds to UK retail investors

      Allianz Global Investors has opened several flagship strategies to UK retail investors with the addition of a new sterling clean share class.

      Professional Adviser | 17 Dec 2014 | 10:33

      Swiss firm targets UK retail clients with RDR share class

      Swiss asset manager Unigestion is expanding its presence in the UK to retail and intermediary clients by launching an RDR-compliant share class on a range of funds.

      Professional Adviser | 17 Dec 2014 | 10:30
      Photo of Neil Woodford and Mark Barnett

      Aviva writes to advisers on challenges facing Invesco's Barnett

      Aviva has written to advisers outlining its views on the challenges facing Mark Barnett, following a review of how he runs funds previously managed by Neil Woodford.

      Professional Adviser | 12 Dec 2014 | 10:25

      Woodford IM appoints head of ops as two senior executives exit

      Woodford Investment Management has brought in a new head of operations after the departure of two senior executives less than a year after the business launched.

      Professional Adviser | 10 Dec 2014 | 07:51

      Asset Allocators' Soapbox: The cost of 'closet tracking'

      A key problem with closet tracker funds is that they unfairly tip the active v passive debate in the latter's favour, writes Simon Evan-Cook...

      Professional Adviser | 08 Dec 2014 | 10:47

      Fund Focus: Steven Richards on security selection versus asset allocation

      Steven Richards, manager of Thesis Optima Growth, talks to Professional Adviser about the key drivers behind the fund's performance and his outlook for 2015...

      Professional Adviser | 02 Dec 2014 | 12:16

      Aegon launches equity-heavy multi-asset plan for workplace pensions

      Aegon is overhauling its funds for workplace pensions to offer equity-heavy multi-asset plans, in a move away from the industry standard of switching those nearing retirement into ‘safe-haven' cash and gilts.

      Professional Adviser | 02 Dec 2014 | 07:59

      UK All Companies sector sees first inflows since May

      UK All Companies funds saw their first inflows in six months in October, despite market volatility, according to the Investment Management Association.

      Professional Adviser | 27 Nov 2014 | 07:49

      Fund managers back insurers for UK financials exposure

      UK equity managers are turning to insurers as a way to access the UK’s financial sector while avoiding the troubled banks.

      Professional Adviser | 23 Nov 2014 | 17:37


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