News and Media
Friday, February 3, 2012
Global equity markets greeted 2012 with enthusiasm. Central to the renewed optimism has been the long-term refinancing operation (LTRO) launched by the European Central Bank in December, which has eased fears of a Lehman-like crisis. This back-door...
Thursday, February 2, 2012
The MyFolio fund range from global investment manager Standard Life Investments, has reached £1bn funds under management, thanks to strong client demand for risk-based portfolios.
The one billion milestone comes just sixteen months after...
Wednesday, February 1, 2012
The timing of the NAV pricing had a meaningful impact on performance this month. The cut-off of the NAV impacts short-term performance when the US market and currencies move significantly on the last day of the month. Returns relative to the...
Wednesday, February 1, 2012
Whilst there are many advantages to operating with the type of financial planners and advisers that Transact does, there is a danger that we can be cocooned from the way in which many others live and work.
Monday, January 30, 2012
In a week we have gone from headlines highlighting the apparent demise of the UK economy on Wednesday to the announcement that we are now in a bull market for equities (on the basis that certain indices have risen by 20% from their nadir last August...
Wednesday, January 25, 2012
It can be easy to assume that a client won’t qualify for an enhanced annuity, especially if you are reviewing a client remotely, by phone or correspondence. But appearances can be misleading – especially if clients are not used to...
Wednesday, January 25, 2012
The IFP’s upcoming Financial Planning conference on 23 February in London has proved to be extremely popular so far. The last few delegate places now remain but are likely to sell out by the end of January.
With many advisers wanting to find...
Tuesday, January 24, 2012
Standard and Poor’s decision on January 13 to strip France and Austria of their triple‐A debt ratings means that Canada, Germany, the UK and Sweden are now the only G‐10 economies with stable top‐notch ratings from the three major credit...
Tuesday, January 24, 2012
December was a difficult month for the JPM Cautious Total Return Fund as it fell 1.5% on the A share class. This can be compared to returns for global equities (MSCI World Index) of 0.5% hedged to sterling (1.3% unhedged) and global bonds (JPM GBI)...
Tuesday, January 24, 2012
Global Fund Manager, Standard Life Investments has teamed up with Swedish banking group Länsförsäkringar to distribute its award-winning GARS fund to investors in Sweden.
The fund will be available to the Swedish retail marketplace...




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