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      Professional Adviser 360 2018

      Introducing the brand new Professional Adviser 360 event taking place on 24th April 2018 at The Brewery in London.

      • Date: 24 Apr 2018
      • The Brewery Chiswell Street London EC1Y 4SD, London
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      Retirement Planner Forum 2018

      Retirement Planner is committed to delivering best practice advise and discussion to our audience of professional retirement advisers and planners. This half day conference includes the opportunity for interaction and debate between delegates and speakers as they share unique insights.

      • Date: 15 Jun 2018
      • The Waldorf Hilton Hotel Aldwych London WC2B 4DD, London
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      Retirement Planner Awards 2018

      The annual Retirement Planner Awards is taking place on Friday 15th June 2018. Submit your entries by 6th April.

      • Date: 15 Jun 2018
      • The Waldorf Hilton Hotel Aldwych London WC2B 4DD T, London
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      Investment Marketing and Innovation Conference 2018

      The Investment Marketing and Innovation Conference returns on the 29th June 2018 at The Brewery. Join us to hear about all the marketing trends.

      • Date: 29 Jun 2018
      • The Brewery 52 Chiswell St London EC1Y 4SD, London
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    • Latest Whitepapers and Reports
      When only the best will do in multi-asset funds

      Active managers who follow a rigorous, long-term investment approach, can boost the performance of multi-asset funds.  Read more about the case for including actively-managed funds in multi-asset portfolios. 

      Capital at risk. 

      CI064244  02/2018
      Download
      Friend or Foe: Bond markets in 2018

      As central banks move away from ultra-loose monetary policy, and the global economic expansion matures, bond fund managers will need to ensure their portfolios draw on a truly diverse range of sources of return and carefully consider portfolio risk if they are to generate yield in the current market environment.

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Industry Voice

  • Retirement
Industry Voice: The Retirement Wave?

The opportunities for advisers giving retirement advice in the UK are huge, and are set to keep growing, with the value of savings in defined contributions estimated to exceed £1 trillion by 2025.

  • 16 March 2018
  • Retirement
Industry Voice: Customer Segmentation At Retirement

Imagine a cautious 66-year-old using drawdown for income, and a 35-year-old, however cautious, saving with an ISA. The two are unlikely to be well served by the same process and investments. For clients who intend to use drawdown, the industry is now...

  • 07 March 2018
MAF and EM
  • Investment
Industry Voice: MAF and EM small caps: gaining exposure to the emerging markets' profit machine

The managers of the Aviva Investors Multi-asset Funds believe that small caps provide the best means of profiting from the emerging markets growth story. Through careful fund selection they aim to only invest in high- quality companies with sustainable returns, bright prospects and a proven track record.

  • 05 March 2018
  • Retirement
Industry Voice: Pension Investment Governance

  • 05 March 2018
  • Retirement
Industry Voice: Benefiting from low volatility

  • 28 February 2018
  • Retirement
Industry Voice: The Impact of Living longer on Retirement Planning

Since the pension reforms of 2015, investors have a greater degree of flexibility and choice when accessing their savings. Significant though the reforms were, they have to be seen within the context of other changes affecting retirement, particularly...

  • 26 February 2018
Thomas Wells of Aviva Investors
  • Investment
Industry Voice: Relative vs absolute volatility

The Aviva Investors Multi-asset Funds (MAF) target equity risk rather than absolute volatility. Thomas Wells, Multi-asset Fund Manager, explains that while absolute volatility varies significantly over time, the inherent risk of investing in equities remains relatively constant.

  • 19 February 2018
  • Tax Planning
Industry Voice: ISA Boost

Helen O'Hagan explores how clients could take advantage of generous limits available at tax year end within their ISA.

  • 06 February 2018
thomas wells
  • Investment
Industry Voice: Volatility targeting: a cautionary tale

The finance industry is fixated with using volatility as a measure of risk to the extent that the terms ‘volatility’ and ‘risk’ are used interchangeably. Yet there are many pitfalls associated with blindly following volatility, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.

  • 05 February 2018
Mark Devlin
  • Investment
Industry Voice: Tapered Annual Allowance

Mark Devlin is a member of Prudential's Technical team. He explores how Tapered Annual Allowance can be a tricky path to navigate in terms of planning.

  • 25 January 2018
  • Industry voice
Industry Voice: Global equities: quality will out

  • 24 January 2018
  • Industry voice
Industry voice: The UK's demise is overstated

  • 22 January 2018
Clare Moffat- Senior Technical Manager at Prudential
  • Retirement
Industry Voice: I'll think about my pension next year

Clare Moffat leads the pensions 'wing' of Prudential's Technical team. Clare looks at clients who want to make large contributions and how it's important that they are always scooping up Annual Allowance from the earliest years possible.

  • 19 January 2018
Tom Wells
  • Investment
Industry Voice: The butterfly effect in global markets

Events in far-flung corners of the globe can reverberate through financial markets. Thomas Wells, Multi-asset Fund Manager at Aviva Investors, says their global approach allows them to identify potentially attractive asset classes from around the world and those they would prefer to avoid.

  • 15 January 2018
  • Industry voice
Industry voice: global growth drives positive equities outlook

  • 03 January 2018
Daisuke Nomoto, CMA (SAAJ) Head of Japanese Equities, Senior Portfolio Manager
  • Japan / Far East
Industry Voice: Japan - 3 reasons for a positive outlook

  • 14 December 2017
  • Investment
Industry Voice: The folly of home bias

Investors across the globe have an apparently innate home bias, preferring to invest in companies based in domestic markets rather than looking abroad, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.

  • 11 December 2017
  • Investment
Industry Voice: Back to fundamentals

In the future, investors may once again need to consider the key factors that drive the individual price of assets higher and lower, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.

  • 04 December 2017
  • Regulation
Industry Voice: MIFID ll - compliance, business strategy or both?

When you think about MiFID, what is your first response? Whilst we know we should treat such legislation changes as opportunities for positive change, the everyday pressures of running a business make it difficult to put into practice.

  • 22 November 2017
  • Equities
Industry Voice: Outlook 2018: Bill McQuaker

Deviating from Goldilocks stocks

  • 22 November 2017
  • Equities
Industry Voice: Financials time

Investors have largely avoided financials over the past 10 years, with the share prices of US and European banks having largely stood still relative to broader markets since 2007. But while banks won't return to their record valuations any time soon (and...

  • 22 October 2017
  • Industry voice
Industry Voice: S&P 500 - 2500, where next?

Another significant move in the S&P 500 marks a number of breakthroughs this year, with the index having made 34 record highs already. Whether this can continue, however, is uncertain, with the market increasingly driven by tech companies like Alphabet,...

  • 26 September 2017
 globe-in-hands.jpg
  • Industry voice
Industry Voice: Sourcing income - Why it pays to go global

Why taking a global approach not only diversifies risk but also allows investors to access a far wider choice of yields.

  • 19 July 2017
  • Industry voice
Industry Voice: Why compromise?

There’s a time and a place for compromises, your proposition isn’t it.

  • 12 June 2017
123

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