Believe me, I did think long and hard about the appropriate title for this post. I wanted to include a word in title to get across the seriousness of the issue without being alarmist. So I thought of 'Armageddon' 'Bloodbirth'  'Nightmare' and even 'Conundrum' before...

The table below shows the performance of main asset classes in the first half of 2014 and the previous 12 months. Property and Long Dated Gilts have been the best performing asset class year till date. Not what the market strategists and forecasters expected! And...

  One major fallout of the RDR is the surge in the number of adviser firms outsourcing their investment to Discretionary Investment Management (DIM/DFM hereafter) and there is every indication that this is likely to continue for the time to come.  Even firms...

  This story in the FT Adviser reminds me of something we're very  good at in financial services; appealing to people sense of ego and self-importance by giving them all sorts of labels which enable us to then sell then load of stuff that they probably don't...

  Warning: if you detest shameless self-promotion, don't read this blog.  I promise, I won't hold it against you.  A year or so ago, I was in a room with twenty or so people... FS folks and lawyers and everyone got asked the question 'what's your claim to fame.' ...

Or why clients don't see risk the same way as you do. One question that keeps popping up over the last few weeks is whether volatility as a measure of risk is flawed. This is due, in part, to massive surge in the number of risk-targeted multi asset funds.  There are...