FT Adviser

Emerging market equities have historically struggled at times of global uncertainty, as investors move into safe haven assets.  But with China on course to become the latest economy in the world later this year and technology changing the shape of emerging market stock markets, cn invstor expect it to be different this time or emerging markets?  Joining FTAdviser's special projects edito...

Over the past few months, advice firms have been turned upside down as they attempt to adjust to the lockdown measures put in place to curb the coronavirus and the impact of the crisis on their business. For advisers, platforms were thoroughly in the spotlight. When the coronavirus crisis sent the UK into lockdown and effectively ended face-to-face meetings between advisers and clients for the for...

In the second episode in a series investigating what the advice profession will look like after the coronavirus pandemic, FTAdviser's digital editor Damian Fantato talks to Lee Hartley, chief executive of Fairstone, and Paul Morrish, a director at Succession, about whether the rate of consolidation in the financial advice market will be affected by the pandemic and lockdown. They also discuss the...

In the first in a series investigating what the advice profession will look like after the coronavirus pandemic, FTAdviser's digital editor Damian Fantato talks to Mark Scanlon, chief executive of Tenet, and John Cowan, executive chairman of Sesame Bankhall Group, about how networks will be different when they emerge from the pandemic. They discuss whether the expectations of appointed representat...

Advisers are continuing to make basic errors in their record keeping which needs to be addressed before they can improve their defined benefit transfer advice, according to guests on the FTAdviser Podcast. In this week's episode, reporter Amy Austin talks to Alistair Cunningham, financial planning director at Wingate Financial Planning, and Rory Percival, regulatory expert, to discuss what mistake...

In this fourth and final episode of Responsible Investing: The New Normal, the FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines whether the responsible investment universe has evolved enough in recent years to allow advisers to build genuinely diversified portfolios. He is joined by Ryan Medlock, Royal London's senior investment development and tech...

Action taken by central banks during the coronavirus crisis "challenges the fundamental building blocks" of diversification and balanced portfolios, according to the guests on the latest episode of the FTAdviser Podcast. FTAdviser's special projects editor David Thorpe was joined by Iain Stealey, chief investment officer for international fixed income at JP Morgan Asset Management, James Klempster...

In this third episode of Responsible Investing: The New Normal, the FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines the impact recent regulatory changes have had on the future of responsible investment funds. He is joined by Ryan Medlock, senior investment development and technical manager at Royal London, and Steve Kenny, commercial director at co...

The spread of the coronavirus and the lockdowns which it triggered have seen advisers working from home in huge numbers. This has meant relying on technology to do work which was previously done face-to-face. This means video conferences, e-signatures, digital documents and client portals. But how can advisers get this right? FTAdviser's digital editor Damian Fantato discusses how advisers have ha...

In the second episode of Responsible Investing: The New Normal, an FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines the recent strong performance of responsible investment funds. Along with his guests, Adrian Lowcock of Willis Owen and Lorna Blyth of Royal London, he discuss the unique nature of the current economic slowdown and how companies which...

Investing is democratic and fair, right? Not quite, experts have claimed. Younger investors, those with lower amounts to invest and those just starting out on their investment journeys are often stymied by outdated systems, heavy prospectuses and financial jargon. Addressing these issues is key to making investment more democratic and helping a new generation become financially independent. &...

In the first episode of Responsible Investing: The New Normal, an FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe looks at many of the themes that will be central to the world’s response to the Covid-19 pandemic and finds that many of these are already being looked at by responsible investment funds. Ashley Hamilton Claxton, head of responsible investing at...

With advisers considering how to make their businesses last not just for their own lifetimes but also for succeeding generations, having a clear-cut plan to pass the baton is a business necessity. Even more than that, it is becoming a regulatory imperative for business owners to define and clarify how their clients will be handed on to the next generation of financial advisers, whether that is sel...

In the latest edition of the FTAdviser Podcast, senior reporter Amy Austin is joined by Claire Trott, head of pensions strategy at St James’s Place and Tim Morris, independent financial adviser at Russell & Co, discuss the effect Covid-19 has had on pension industry, including how advisers and providers have had to change their processes to handle social distancing and the growing use of techn...

In the latest episode of the FTAdviser podcast, special projects editor David Thorpe is joined by Andrew Bell, chief executive of the Witan Investment Trust, Sunil Krishnan, multi-asset investor at Aviva Investors, and Jamie Ward, manager of the Crux UK fund to discuss the outlook for UK-listed companies amid the coronavirus pandemic. They discussed the outlook for inflation and interest rates, th...

In the latest episode of the FTAdviser podcast, special projects editor David Thorpe is joined by Rathbones David Coombs, and David Conlon of GCP to discuss the outlook for real assets. Real assets are investments that are backed by physical holdings, such as infrastructure, property or gold. Many of those assets are owned by investors with a defensive outlook, and replace bonds in a portfolio. Th...

As the national lockdown continues the latest socially-distanced edition of the FTAdviser Podcast looks at the impact of the coronavirus on advisers as individuals, businesses and as part of a wider industry. We also hear about the knock-on-effect the pandemic has had on an already hardened professional indemnity insurance market. Rachel Mortimer, senior reporter at FTAdvi...

Can Chinese demand provide a boost for the world in lockdown? and what effect will the lower oil price have on the investment case for those markets? In the latest edition of the FTAdviser Podcast, Liontrust global equity manager James Dowey, JP Morgan market strategist Hugh Gimber, and Andrew Ness, portfolio manager on the Templeton Emerging Markets Investment Trust, discuss the outlook for emerg...

With reports that more advisers than ever have been researching funds with Square Mile sustainability ratings, and indications that performance of environmental, sustainable and governance-specific funds have outperformed their peers during the first few months of this year, it is worth asking whether ESG funds have come into their own right. Speaking with Financial Adviser editor Simoney Kyriakou...

Advisers, clients and journalists are all stuck at home. Many will have worries about their health, their jobs, their families and friends. Following the recent market falls, can behavioural finance help advisers lead their clients through these troubled times without causing them more anxiety and without encouraging them to make bad decisions? Damian Fantato, digital editor of FTAdviser, discusse...

As advisers get used to working from home, the latest socially-distanced edition of the FTAdviser Podcast looks at how this could affect the service they offer and how advisers can turn it into a positive by working on their business rather than just in it. Damian Fantato, digital editor of FTAdviser, discusses video calls, paperless processes and where this will lead with Adam Owen, president of...

The FSCS levy — and the burden it places on advisers — is a controversial topic, with the latest levy hike landing landing a total bill of £635m on advisers and providers for 2020-21. This week Imogen Tew, investment reporter at FTAdviser, looks into the problems and potential solutions with Ian Cornwall, director of regulation at adviser trade body Pimfa, and Tim Harvey, director at HR...

This week many advisers - and the journalists at FTAdviser - started working from home as Covid-19 spread across the globe. But working patterns weren't the only thing affected. Markets were sent tumbling, prompting unprecedented action by the Bank of England and HM Treasury. Imogen Tew, investment reporter at FTAdviser, looks into how advisers have been affected by this with Mike Barrett of the L...

This week chancellor Rishi Sunak delivered his first Budget - the first since Brexit and the first since 2018. It took place against a background of market turmoil, oil price wars and the spread of the coronavirus. So what can advisers take away from this year's Budget? Damian Fantato, digital editor of FTAdviser, tries to find out with Fiona Tait, technical director of Intelligent Pensions, and Q...

Despite persistent client fears about valuations, the US equity market has hit numerous record highs, driven largely by technology stocks. In the latest episode of the FTAdviser Podcast, investment reporter David Thorpe is joined by Julian Cook and Eric Papesh, US equity managers at T Rowe Price, and Nathan Sweeney, multi-asset manager at Architas, to discuss the long-term drivers of returns...