Industry news and views from Panacea and our partners.
Investments_
Multi-Manager Forum of 2010
Join Cazenove Capital, Henderson Global Investors, Skandia Investment Group and Thames River at our Multi-Manager Forum in June 2011.
Henderson completes acquisition of Gartmore
I am pleased to inform you that the acquisition of Gartmore completed today.
7IM: Ban the Usurers!
For reasons best not discussed here, I have seen far too many television adverts over the past couple of months.
JP Morgan: A whole new world for income investing
Olivia Mayell, Client Portfolio Manager, Global Multi-Asset Group, examines the case for a global diversified income approach.
JP Morgan: Join J.P. Morgan Asset Management Academy on LinkedIn
JP Morgan: Join J.P. Morgan Asset Management Academy on LinkedIn
Scottish Provident: New life and critical illness level cover rates
From Monday 4 April 2011, our level and decreasing life cover and level critical illness cover rates will change.
F&C: Tips on how to avoid last-minute ISA slip-ups
With less than a week left to take out an Individual Savings Account for 2010/11, investors wishing to use their £10,200 annual allowance need to act quickly in order to shelter their assets from tax.
Bright Greys menu plan includes an extra benefit the cheap alternatives just cant complete with.
At a time when the advice-driven protection sale is being challenged by comparison sites and off-the-shelf products, it makes sense for you as an adviser to add as much value to your advice as possible.
Asset.tv: Newton European Higher Income Fund with Raj Shant and Fred Moore
Newton European Higher Income Fund with Raj Shant and Fred Moore
7IM: Looking through the Fear
So many negatives but can you still be positive? Unless you have been hibernating (which I have to say is becoming increasingly an attractive option each Winter)
BNY Mellon: Threadbare budget offers few surprises
Peter Hensman, global strategist at Newton, and Richard Wilmot, manager of the Newton Income Fund, give their views on the budget.
Artemis: The Hunters' Tails
Life goes on. As the Japanese try to come to terms with their terrible tragedy, Princess of Peace, a biography written by
Schroders:UK Budget: little room for manoeuvre
Azad Zangana, European Economist, Richard Buxton, Head of UK Equities, and David Scammell, Head of European & UK Interest Rate Strategies on the UK Budget.
Scottish Life 2011 Budget Summary
George Osborne delivered his second Budget on Wednesday 23 March 2011. Thankfully few new measures directly affecting the pensions industry were announced.
M&G: The Budget- How did it go?
Jim Leaviss, Head of Retail Fixed Interest at M&G, give his response to the coalition's first full budget.
Scottish Widows: March 2011 Budget
Following the March 2011 Budget, we have summarised and analysed the potential financial planning impacts on you
Scottish Widows: New combined commission statement
From 21 March 2011, you'll receive a combined commission payment from Scottish Widows and Clerical Medical on a redesigned statement.
JP Morgan: Investment trusts: the case for consideration
Investment trusts represent the most enduring structure for pooled investment in the UK with a track record spanning 140 years. But with over 2,500 other retail UK based funds to choose from
Defaqto: IFAs need to keep finger on the pulse when outsourcing through a multi-manager
The last six months have seen a considerable amount of activity in the multi-manager market and, as a result, IFAs outsourcing via this route need to review their selections regularly to ensure they choose appropriate funds for clients.
F&C: Make the most of existing opportunities as Budget will be for business rather than private investors
With George Osborne set to focus heavily on promoting economic growth through business at his Budget on Wednesday, private investors should not be expecting any headline-grabbing new initiatives to encourage personal saving and investment.
Scottish Widows: Budget commentary 2011 23 March 2011
The 2011 Budget will be delivered by the Chancellor on Wednesday 23 March. On the day of the Budget Scottish Widows will be providing our initial summary findings, highlighting financial planning implications for you and your clients.
Marketing Hub eNews: Addressing the demands for gap filling...
Addressing the demand... Many advisers may have worked hard to complete their professional exams and the last thing they need before the retail distribution review (RDR)
F&C: Paul Niven Paul Niven, Head of Multi Asset Investment comments on the events in Japan.
The Japanese earthquake, resultant tsunami, and battle to prevent meltdown in nuclear reactors have caused the largest sell-off in Japanese equities since 1987.
An Unfashionable Truth
As the full horrors of the Japanese earthquake still unfold, we can only look on in dismay, especially as the deadly tsunamis spread out across the Pacific.
BlackRock: Emerging Markets - Still the future?
Industry experts share their views on closed-end funds, Tuesday 22 March, 1pm GMT
AEGON: Segmenting your client bank
The next step of the RDR Journey, customer segmentation.
Gartmore: Update on Henderson Group's proposed acquisition of Gartmore
On 12 January this year, Henderson Group plc (Henderson) announced its proposed acquisition of Gartmore Group Limited (Gartmore).
Asset.tv: Morningstar/OBSR rating - BNY Mellon Long Term Global Equity Fund
This afternoon's report features the Morningstar/OBSR rating opinion on the BNY Mellon Long Term Global Equity Fund with Ruli Viljoen
Asset.tv: SWIP Property Trust
5 minute overview, with comments from Tony Yousefian of Multi Manager OPM and Gerry Ferguson of SWIP
Asset.tv: Schroder Global Economic Update with Keith Wade
Schroder Global Economic Update with Keith Wade
BlackRock: Strategic Solutions Q1 2011
Strategic Solutions, BlackRock's quarterly investment publication, provides an exploration of our market views across different asset classes and regions and connects them to investment solutions from our UK Fund ranges.
Asset.tv: Morningstar/OBSR rating - M&G Global Basics Fund
This morning's report features the Morningstar qualitative research report on the M&G Global Basics Fund
Close AM: QE2 and the Cost of Living To Infinity and Beyond
For some time a large part of the financial community has believed that the only realistic way for Western Governments to manage down their debts is to inflate the problem away.
Scottish Widows: Bringing the best together
Introducing your new combined commission statements. On 21 March one of the final stages of the Scottish Widows and Clerical Medical integration will be complete.
Schroders launches first fund in low cost active range
Schroders announces the launch of Schroder UK Core Fund, the first in a suite of actively-managed products, designed to provide customers with a low cost, lower risk, transparent alternative to passive investing.
Investment Philosophy and Process the key to outsourcing for IFAs
Charges and investment philosophy are key drivers for advisers when selecting a discretionary fund management partner, the first adviser insight report from Close Asset Management has revealed.
Asset.tv: Carefully considered outcomes - SWIP Multi-Manager Funds
This afternoon's report features the SWIP Multi-Manager Funds with Mark Harries and Simon Wood
Close: Investment Philosophy and Process the key to outsourcing for IFAs
Charges and investment philosophy are key drivers for advisers when selecting a discretionary fund management partner, the first adviser insight report from Close Asset Management has revealed.
Your invitation to the IQ Roadshow 2011
Following on from the success of the IQ roadshow in November 2010, four of the UK's leading fund management groups will be back together in May