Gill Millen, Managing Director quoted in Wealth Adviser, 4th March 2021
“Raising the cap could enable pension providers and investment managers to create more ESG funds for the general public to invest in. This would not only help to build better outcomes for members of workplace pensions, but also support the UK’s objective to become a more sustainable economy as we emerge from the Covid-19 crisis.”
Read more: https://bit.ly/2Oh0rZD
Jill Ellicott, Chartered Financial Planner quoted in The Times, 28th February 2021
“We need to break the cycle of women being over exposed to low returning savings products… Cash ISA’s should not be relied on to create wealth in the long term.”
Read more: https://bit.ly/3sP6B2c
Gill Millen, Managing Director quoted in IFA Magazine, 3rd March 2021
“Any potential increase in the charge cap on DC pension schemes would make ESG funds far more accessible to the general public. As ESG funds have traditionally charged higher fees, people with workplace pensions haven’t been able to access them.”
Read more: https://bit.ly/3sRwa2m
Charles Incledon, Client Director quoted in Property Funds World, 18th February 2021
The US listed tech sector contains some of the biggest winners from the pandemic including tech giants Amazon, Apple, Netflix and DocuSign, the online signature platform, which has seen its share price more than treble in 12 months. However, Bowmore Asset Management says that some US tech stocks are now suffering from overstretched valuations.
Bowmore also points out that many listed UK tech companies have been acquired in recent years depriving the UK index of that boost to its performance. Takeovers of leading UK tech businesses include the acquisition of chip designer Arm and Inmarsat, the satellite telecoms provider.
Read more: https://bit.ly/3qxWspT
Charles Incledon, Client Director quoted in Wealth DFM Magazine, 17th February 2021
The London Stock Exchange’s technology index, the FTSE techMARK 100, has strongly outperformed the FTSE100 over the last 12 months, rising by 7% whilst the FTSE 100 has fallen 12%.
The research highlights the outperformance of technology companies during the coronavirus pandemic. The repeated lockdowns and resulting shift in consumer habits and behaviour have benefitted many tech businesses, resulting in some share prices surging.
Read more: https://bit.ly/2ZpxnS3
Charles Incledon, Client Director quoted in City A.M., 17th February 2021
“The performance of tech shares has been one of the rare bright spots in the coronavirus crisis. However, the outperformance of US listed tech shares vs those in the UK brings the small size of the UK tech sector into sharp focus”
Read more: https://bit.ly/2ZqC1PK
Charles Incledon, Client Director quoted in Wealth Adviser, 9th February 2021
“2020 was not the year to rely solely on passive funds. Not all active fund managers can beat the market, but the best active managers continually demonstrate that they can. It’s vitally important to have those funds in your portfolio when markets are falling, as much of the outperformance tends to come from downside protection”.
Read more: https://bit.ly/2OjCYXE
Charles Incledon, Client Director quoted in The Daily Mail, 9th February 2021
“Times of turbulence are when conviction trades really matter. The pandemic has created a situation where there are significant winners and significant losers.
Tracking an entire market in this type of situation means you will benefit from the winners but will also suffer as a result of the losers. Therefore, now more than ever, being selective is vital.”
Read more: http://dailym.ai/3p4M4Ek
Charles Incledon, Client Director quoted in IFA Magazine, 8th February 2021
“The value of conviction applies to wealth managers as well as fund managers. We have outperformed our benchmarks and our peer group by making selective trades as a result of well-informed asset allocation calls. Telling our clients to sit tight whilst we do nothing was not an option for us when a seismic shift in economic trends and conditions was occurring. They have thanked us for that now”.
Read more: https://bit.ly/3d5CHlN