It's our round-up of the stories your clients may have read in the national newspapers over the weekend...
Back to equities
Can investors afford not to be diving back into equities at the moment? Recent months have seen advisers and savers opting for ‘safe-haven' funds but, according to the Telegraph, the tide may be turning. Bill O'Neill, chief investment officer of Merrill Lynch, is positive on British and American shares, while Jupiter fund manager John Chatfeild-Roberts believes gilts and corporate bonds have been over-bought - and are now over-valued.
Buffett v gold
When any ordinary investor says gold is a "valueless asset", it can probably be dismissed as another meaningless opinion. However, when Warren Buffett utters those words, people take notice. As the Telegraph reported, the Sage of Omaha said the precious metal is a self-inflating bubble with no inherent value and warned it will "inevitably pop". His proverb of choice? "What the wise man does in the beginning, the fool does in the end."
One story IFAs may have taken particular note of had a headline which read: "The funds that benefit you, not an adviser." The Mail on Sunday's Jeff Prestridge was behind it and it focused on investment trusts. He claimed most advisers and brokers were failing to recommend them because of the lack of commission and described them as the "forgotten force of the retail investment world".
Funds of funds
Are funds of funds really worth their price tags? This was what the Independent on Sunday tried to find out, asking whether the diversity and expertise being offered really matches the higher costs that come along with them. The advisers and experts interviewed did not seem particularly keen on the funds of funds and readers were directed towards ETFs and index trackers as low-cost alternatives to picking a manager.
With the myriad of technology and mobile devices available now, it is possible to monitor investments and portfolios on a minute-by-minute basis. However, as a Scotsman columnist explained, a watched investment never boils. Advisers may be imparting the wisdom on a daily basis but he stressed investment is a marathon, not a sprint.
What made financial headlines over the weekend?
Pensions neglect to be criminal offence
All-day event on 24 April
Consequences could be more severe than in stress tests
AFH has six segregated mandate funds