Category - Investment

Investment

What's on the horizon - Dec 2008
James Saunders Watson assesses how investment trusts can be utilised in retirement planning
Re-shaping the economy - Nov 2008
Julian Chillingworth takes a look at recent developments in the continuing credit crisis and the potential effect on the economic state of 'UK Plc'
Finding a refuge - Oct 2008
Paul Wright discusses how structured products can be used in a retirement planning portfolio
Tax efficient savings - Oct 2008
Robert Pemberton examines how advisers can utilise VCTs and EISs in retirement planning portfolios
Income stream leads offshore - Sep 2008
Gerry Brown discusses the benefits of using offshore bonds as part of a retirement planning strategy
Bridging the gap benefits all - Sep 2008
Peter Hicks discusses how advisers can best service clients who many not have much money to invest
Ivy League-led portfolios - Sep 2008
Robert Pemberton looks at what lessons we can learn from observing how Harvard and Yale manage investments
An all time high - Sep 2008
Marc Chamberlain goes through the benefits of structured products
Is lifestyling the answer? - Aug 2008
Michael Rudge asks whether clients should still look to use lifestyling investment strategies during volatile investment markets
Ethical dilemma - Aug 2008
As ethical funds continue to grow in popularity Andrew Gadd takes a look at some of the issues advisers and their clients will need to consider if they are looking to invest.
One size doesn't fit all - Jul 2008
Robert Pemberton goes through the issues advisers need to bear in mind when putting together long term investment strategies
Beating inflation blues - Jul 2008
Andrew Cole discusses the different ways to protect your client's retirement savings from inflation
Securing income - Jul 2008
With-profits products can be a useful tool for investors looking to grow their retirement pot without too much risk says Frank Morton
Commodities for all - Jun 2008
Investing in commodities may once have been the preserve of the highly sophisticated investor but Nicholas Brooks believes they now have more mainstream appeal
The case for bonds - Jun 2008
New Capital Gains Tax (CGT) rules have led some commentators to suggest that bonds are dead in the water. Stephen Hamp goes through what the changes really mean for investors and advisers?
Property props up pensions - May 2008
Philip Ingman highlights the role property can play in a retirement planning portfolio
A pressing issue - May 2008
Joris Tolenaar explains how lifecycle investment products are helping investors to achieve their retirement goals without sleepless nights along the way
Retirement issues - Apr 2008
Bob Freeman gives a run down of what delegates can expect from this year's Morningstar Investment Conference
Assessing assets - Apr 2008
Mark Pearson runs through the pros and cons of using different asset classes when investing for retirement
Structuring your future - Apr 2008
Andrew Popper demonstrates how structured products can play an important role in retirement planning
A safe haven - Mar 2008
Multi-manager can play a valuable role in retirement planning. Bernard Henshall outlines the benefits of adopting this approach
Assessing asset allocation - Mar 2008
Asset allocation can have a huge effect on a client's retirement income. Peter Carter weighs up some of the issues
How are your sea legs? - Feb 2008
Investment volatility can have a big impact on retirement planning. Ray Chinn discusses how advisers can get extra support
Safety in numbers - Jan 2008
Volatile market conditions mean consumers are increasingly looking to safeguard their retirement income. However, Simon O'Connor points out there are ways to benefit from investment gains while guaranteeing income
Employing discretion - Jan 2008
Discretionary management can play an important role in retirement planning. Julian Harper explains the benefits
Hedging the bets - Dec 2007
Hedge funds can play a useful part in a retirement planning portfolio. Ben Mountain highlights the benefits to be gained
Structuring retirement - Dec 2007
Structured products have increased in popularity in recent years. Clive Moore discusses how they can be used in retirement planning
Explore every avenue - Nov 2007
Devising the best investment strategy for clients is a complex process. James Davies looks at the decisions advisers will need to make
Do your research - Nov 2007
There are plenty of opportunities to make good returns from property investment in Europe. However, advisers need to do their research first, says Brett Robinson
A matter of trust - Oct 2007
Investment trusts are an important tool for retirees to consider, says Julie Dent
A class apart - Sep 2007
The correct asset allocation strategy is vital in planning a successful retirement approach. Graham Barnes explains its importance
Banking on equities - Sep 2007
Investment in equities is undoubtedly an important part of retirement planning. However care must be taken not to rely on them too much says Nick Leitch
Money and morals - Aug 2007
Increased awareness of environmental concerns could lead to more people looking at ethical investments says Elaine Gallagher
Managing risk - Aug 2007
Lifestyling has been around some time but is currently undergoing a surge in popularity. David Dunn looks at how it is evolving to meet the needs of the customer
With-out-profits? - Jul 2007
In the eighties and early nineties, with-profits investments were the investment of choice for many. Sadly, this optimism was not borne out in the returns of many funds. Nick Bladen takes a look at the market
A class balancing act - Jun 2007
In the run up to retirement investors should look to take a balanced, rather than overly cautious approach to their investments advises Peter Hicks
New beginnings - May 2007
Both multi-manager and discretionary manager approaches have much to offer in retirement planning strategies. John Kelly looks at the pros and cons

Category - Investment

Investment

Newsletters