Hardeep Tawakley
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Articles by Hardeep Tawakley
Blackfinch Chief: 'The IHT portfolio services is a 'natural evolution' for us'
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Entrepreneurial spirit lifts Vala's EIS offering
Partner Insight: Vala Capital's Jasper Smith and Paddy Willis have brought together a unique set of entrepreneurial experiences in order to provide new businesses - and investors - with the support they require to succeed
EIS providers: We are not just managing funds; but building up businesses too
Partner Insight: Strong performance and lower fees have propelled the use of EIS strategies by advisers in recent years, and for advisers, investors and providers alike there has been a "paradigm shift in the sector," according to Jack Rose, head of tax-efficient...
LightTower's Rose: 'The effects of recent rule changes yet to feed through to VCTs'
Partner Insight: The government's emphasis on VCTs has also subtly changed in recent years with the ending of asset-backed investment and as with EIS, the emphasis being very much more focused on growth capital opportunities.
How rising financial inclusion became one of the biggest investment opportunities in emerging markets
Partner Insight: The rising penetration of financial products and services will forge dramatic change in developing regions of the world, driven by technological innovation and strong demographic characteristics. Jupiter's Ross Teverson analyses the best...
'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....
Blurred lines: PPMG's Andy Brown on why the rules are less clearly defined for multi-asset funds today
Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...
Feeling the pinch: UK inflation on the rise
Partner Insight: UK inflation hit a six-month high of 2.7% in September, having held steady earlier this year. The rise is not good news for consumers - slowing the recovery in spending power.
Megatrends: Understanding the tech revolution
Partner Insight: How have companies like Amazon contributed to the megatrend tech revolution?
Are megatrends simply hype or a serious investment opportunity?
Partner Insight: From climate change, to AI, investors are increasingly turning to different themes in order to generate an income. But which megatrends are a viable long-term investment opportunity?
Bearish bonds: Are rising yields a thing of the past?
Partner Insight: For many investors, bonds represent only a 'safe haven' or 'low yielding' type of investment. But not all bonds represent safety, and there are many types of bonds that are able to provide a steady or high yield in all sorts of interest...
Global debt: Growing too much, too fast?
Partner Insight: The dangers of having too much debt in the economy are many, and as global debt hits a trillion-dollar high there are fears we could heading for a repeat of the global financial crisis.
Higher inflation is one of the biggest risks multi asset investors face today
PARTNER INSIGHT: Eugene Philalithis, portfolio manager, Multi Asset Income range at Fidelity International, explains the challenges facing multi asset managers as they seek income returns outside of traditional asset classes
'No bull market goes on forever…but things can often last longer than you think'
Partner Insight: Bill McQuaker, portfolio manager of the Multi Asset Open range at Fidelity International, reveals how he continues to test market conditions every day to deliver the best possible returns for clients
Investing in alternatives at the end of a market cycle
Partner Insight: As monetary policy begins to diverge, Michael Costa, assistant portfolio manager at Fidelity International, explains why having a proper allocation to alternative assets is becoming more important
How to prepare for the normality of a market setback
Partner Insight: James Bateman, chief investment officer for Multi Asset at Fidelity International, argues investors need to ensure they are protected against negative market movements following February's pull-back.
Post-Patient Capital: '85% of VCTs largely still invest in buyouts…we are in a transition period'
Partner Insight: The sector will need time and a 'degree of adjustment' if it is to steer away from its reliance on buyouts and move towards growth investing over the long-term.
Tax efficient and 'knowledge-intensive' - but not as we know it
Partner Insight: A renewed focus on 'knowledge-intensive' companies should help investors realise that these entrepreneurial companies are found in sectors other than biotech or technology.
Determining an evolutionary moment for tax efficient platforms
Partner Insight: Investment in the VCT sector has traditionally lagged in terms of the technology and infrastructure available for investors. This is finally changing, says David Lovell, operations director at GrowthInvest
Are 'defensive returns' the answer to today's income woes?
Can Investec Asset Management’s ‘defensification’ process assist in protecting investor capital?
Smaller wealth management firms at risk as M&A deals reach eight-year high
Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...
How does the 2016 European referendum compare to 1975?
From the 1974 stockmarket crash to three-day weeks, voters from 1975 reveal how different - and difficult - the UK's economic situation was 41 years ago. Hardeep Tawakley reports.
P2P trusts: 'We only invest in loans we know will stand up to 2008 market conditions'
Trend comes under fire
Pensions freedom drives RLAM 'reinvention'
RLAM predicts retail investment boom