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Fund Manager views on US presidential election results

Fund Manager views on US presidential election results - Published: 25 Nov 2016

US Presidential Election results: What it may mean for the economy, the markets, and investors.

Invesco - Monthly Market Report for period October 2016

Invesco - Monthly Market Report for period October 2016 - Published: 09 Nov 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from October 2016.

Matthews Asia - Asia Insight

Matthews Asia - Asia Insight - Published: 04 Nov 2016

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Invesco - Quarterly Economic Outlook for Q4 2016

Invesco - Quarterly Economic Outlook for Q4 2016 - Published: 25 Oct 2016

John Greenwood, Chief Economist for Invesco, delivers his economic outlook for Q4 2016. Click here to read his full report.

Morningstar Market Commentary - Q3 2016

Morningstar Market Commentary - Q3 2016 - Published: 21 Oct 2016

Morningstar experts provide an overview of what happened in indexes market during the third quarter of 2016.

Invesco - Monthly Market Report for September 2016

Invesco - Monthly Market Report for September 2016 - Published: 14 Oct 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from September 2016.

Schroders - Bond Investors post-Brexit options

Schroders - Bond Investors post-Brexit options - Published: 22 Sep 2016

Paul Grainger, fixed income manager for Schroders gives his view on the options bond investors have in the current market in which Brexit has come to increase the already high level of uncertainty.

Invesco - Monthly Market Report for period August 2016

Invesco - Monthly Market Report for period August 2016 - Published: 22 Sep 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from August 2016.

Standard Life Investments - Q2 2016 Global Review

Standard Life Investments - Q2 2016 Global Review - Published: 22 Sep 2016

What happened in the global markets during Q2 2016? Click here to read Standard Life Investments' economic analysis.

Fund Changes - Allianz GEM Equity High Dividend Fund - Published: 22 Sep 2016

Allianz has notified us that they will be making changes to the Investment Objective and Investment Principles of their GEM Equity High Dividend Fund and these will come in effect on 3 October 2016.

Invesco - Monthly Market Report for period July 2016

Invesco - Monthly Market Report for period July 2016 - Published: 07 Sep 2016

What happened in the markets following the UK voting to leave Europe? Fund Managers from Invesco Asset Management provide a regional roundup of market activity from July 2016.

J.P.Morgan - Analyzing the Post Brexit landscape

J.P.Morgan - Analyzing the Post Brexit landscape - Published: 07 Sep 2016

J.P.Morgan experts assess the post Brexit Q1 earnings season and also consider the weigh Brexit implications will have on the economic and investment fronts.

Name Change - Sarasin will change names on some of their funds - Published: 07 Sep 2016

Sarasin has informed us they will be changing the name to several of their funds effective 28th of November 2016. The funds included in these changes that can be found within our product range are Equisar Global Thematic Fund and also their Food & Agriculture Opportunities Fund.

Invesco - Quarterly Economic Outlook for Q3 2016

Invesco - Quarterly Economic Outlook for Q3 2016 - Published: 30 Aug 2016

John Greenwood, Chief Economist for Invesco, delivers his economic outlook for Q3 2016. Click here to read his full report.

Brexit - Fund Manager reactions post Referendum

Brexit - Fund Manager reactions post Referendum - Published: 04 Jul 2016

After the announcement on Friday 24 June 2016 that the UK voted to exit Europe, fund managers published their immediate views on what they thought this meant for the UK and the impact on their funds. Read their reactions here.

Brexit - What to Expect ?

Brexit - What to Expect ? - Published: 16 Jun 2016

Invesco, J.P. Morgan and Pictet Asset management groups give their analysis on the possible scenarios that can be expected after the referendum contemplating the exit of Great Britain or continuing in the European Union.

Opportunities to Invest in Small & Medium-Cap Funds

Opportunities to Invest in Small & Medium-Cap Funds - Published: 16 Mar 2016

Investors might think there is safety in investing in the shares of large established companies, but should the small and mid-cap companies be overlooked?

Investment Policy Change - Pictet Asset Management various funds - Published: 16 Mar 2016

Effective 16 March 2016 Pictet has changed the investment policy for several of its funds including: Pictet Emerging local currency Debt, Pictet Timber, Pictet Premium Brands, Pictet Water and Pictet Asian local Currency Debt.

Fund Merger - Pictet Asset Management - Published: 07 Mar 2016

Effective 30 March 2016 Pictet Asset Management will merge their Absolute Return Global Diversified Fund with their Multi Asset Opportunities Fund. The Board of Directors of the Fund believe this to be in shareholders' best interests.

Guinness Asset Management - Why Invest in Asia?

Guinness Asset Management - Why Invest in Asia? - Published: 15 Feb 2016

The Asia region is made up of a mix of advanced, high-income economies and newly industrialised countries that are home to 54% of the world’s population. Industrialisation brings with it increased wealth, improved standards of living and a vast consumer market that attracts both domestic and international brands. Here Guinness specialists give their views on what makes Asia different.

J.P. Morgan Asset Management - Investing in Smaller Companies

J.P. Morgan Asset Management - Investing in Smaller Companies - Published: 15 Feb 2016

Here J.P. Morgan’s Head of Investment Trusts, Simon Crinage, explains what potential there is in investing in small and mid cap shares, with particular reference to the UK, where the younger companies have the potential to thrive.

Matthews Asia - Asia Insight

Matthews Asia - Asia Insight - Published: 15 Feb 2016

Matthews Asia believes in long-term growth of Asia and is the largest dedicated Asia-only investment specialist in the United States. Matthews Asia funds have recently been added to our guided-architecture products Quantum, Oracle, Paragon and LifePlan. Here they provide their views on investment opportunities that exist in Asia.

New Fund Links - Quantum, Oracle, Paragon and LifePlan - Published: 15 Feb 2016

We've just completed our annual fund review for Quantum, Oracle, Paragon and LifePlan. We've added 28 new funds and introduced 6 new fund groups to the range. Click through to see the full story.

Henderson - Commodities 2016 Outlook

Henderson - Commodities 2016 Outlook - Published: 21 Jan 2016

Mathew Kaleel Economist for Henderson shares his views on what happened in commodity markets during 2015 and the outlook for 2016.

BlackRock - 2016 Investment Outlook

BlackRock - 2016 Investment Outlook - Published: 21 Jan 2016

As the global liquidity wave crests, the business, credit and valuation cycles should gain in importance. Unusually, these cycles appear to be out of sync. This argues for careful navigating in 2016.

Henderson - Global Technology Outlook 2016

Henderson - Global Technology Outlook 2016 - Published: 20 Jan 2016

Stuart O'Gorman Director of Technology Equities for Henderson provides his analysis on how technology stocks fared in 2015 and what can we expect in 2016.

Investec - 2016 Investment Views

Investec - 2016 Investment Views - Published: 08 Jan 2016

What can we expect in 2016? How can investors build more resilient portfolios? Investec's Multi-Asset team share their key investment themes for the year ahead.

LifePlan - Is whole of life more expensive than term cover? - Published: 28 Oct 2015

We demonstrate how whole of life and term cover through LifePlan could be cheaper than purchasing standalone term cover.

Sarasin - Market View: A necessary correction.

Sarasin - Market View: A necessary correction. - Published: 22 Oct 2015

Guy Monson CIO of Sarasin and Partners talks about the market outlook following the last quarter and how different circumstances have affected the market.

Sarasin - Global Strategy Update

Sarasin - Global Strategy Update - Published: 21 Aug 2015

Guy Monson CIO of Sarasin and Partners gives his overview of the current macroeconomic picture.

Change of Index - BNP Paribas Islamic Equity Optimiser Fund - Published: 18 Aug 2015

Effective 14 September 2015, the fund will change index to the “Dow Jones Islamic Market Developed Markets Top Cap Index”, amending its stock selection methodology in line with this. The change affects our guided architecture products: LifePlan, Oracle, Paragon, Quantum & Protected Lifestyle. Policyholders have been written to. Click on this story for more details.

Schroders - China's strong growth, but fragile foundations

Schroders - China's strong growth, but fragile foundations - Published: 10 Aug 2015

Schroders Emerging markets Economist Craig Botham gives his views on chinese growth and why he is still skeptical about the future.

Gam - Chinese equities: Review and Outlook

Gam - Chinese equities: Review and Outlook - Published: 10 Aug 2015

Michael Lai, Investment Director and manager of GAM Star China Equity, shares his views on the current situation with the Chinese stock market.

The Outlook for Greece

The Outlook for Greece - Published: 14 Jul 2015

Compilation of articles of experts from Fidelity and Henderson analysing the Greek economic outlook and mentioning probable outcomes for the whole situation.

Investment Policy Change - Pictet Absolute Return Global Diversified Fund - Published: 22 May 2015

Pictet will be making a number of changes including broadening the Fund's investment options on 26 May 2015. The changes impact the following guided-architecture products: LifePlan, Oracle, Paragon and Quantum. Click on this story for full details and to view sample letters that have been issued to policyholders and investment advisers.

Fund Closure - Investec GSF Managed Currency - Published: 22 May 2015

We have been informed by Investec Asset Management that they intend to close their Investec GSF Managed Currency Fund on 19 June 2015.

Henderson - EM's Diverging Universe

Henderson - EM's Diverging Universe - Published: 21 Apr 2015

Hendersons’ Steve Drew, discusses the dynamics currently at work on the different emerging markets.

Portfolio Holdings Change - BNY Mellon Global Equity Fund - Published: 13 Mar 2015

Following a review, BNY Mellon will be making a small amendment to the number of holdings held within the fund. The fund will move to a more concentrated portfolio of around 60-90 holdings. This impacts the following guided-architecture products: Kudos, LifePlan, Preference, Prosper and Protected Lifestyle. Click on this story for full details.

4 New Islamic fund links for Oracle, Paragon, Quantum & LifePlan - Published: 12 Feb 2015

We’ve added more Islamic funds to our products, following adviser demand. This takes the core number of Islamic fund links to 9 for Oracle, Paragon and Quantum, and 6 for LifePlan. Click on this story for more details.

Schroders - 2014 Economic Review and Themes for 2015

Schroders - 2014 Economic Review and Themes for 2015 - Published: 23 Jan 2015

In this month's Economic Viewpoint, economists Keith Wade, Azad Zangana and Craig Botham give their views on key topics of 2014 and 2015.

BlackRock - Outlook 2015 Looking Glass

BlackRock - Outlook 2015 Looking Glass - Published: 22 Jan 2015

BlackRock's 2015 outlook highlights the key themes that they believe could affect your clients’ portfolios over the coming year and how you can help them through what looks set to be a complex 12 months.

Pictet Asset Management - The Investment Landscape in 2015

Pictet Asset Management - The Investment Landscape in 2015 - Published: 19 Jan 2015

Pictet Asset Management's Strategy Unit present their 2015 outlook sharing why they feel that Japanese stocks are the most appealing within the equity sector, why technology looks set to outperform and why emerging market debt is their top pick for the year ahead.

BNY Mellon - Economic Outlook for 2015

BNY Mellon - Economic Outlook for 2015 - Published: 14 Jan 2015

Despite sluggish growth in the global economy over the last few years, Chief Economist Richard Hoey expects sustained expansion in 2015 with a good chance that the pace of growth could run somewhat higher.

Threadneedle - Market Outlook for 2015

Threadneedle - Market Outlook for 2015 - Published: 08 Jan 2015

Mark Burgess, Chief Investment Officer at Threadneedle Investments shares his views on policy divergence, expectations for global interest rates during the next 12 months and investment themes for 2015.

Hashtag healthcare - it's trending

Hashtag healthcare - it's trending - Published: 18 Nov 2014

Following our annual fund review and due to popular demand we are pleased to give you access to healthcare, biotechnology and life science equity funds within our Oracle, Paragon, Quantum and LifePlan products for the first time.

Guinness - Dividends matter

Guinness - Dividends matter - Published: 03 Nov 2014

Guinness Asset Management explain why it is important to focus on a value approach with regard to the equity income sector, and why a basket of dividend-paying, quality companies should be a staple in any portfolio.

8 new fund links for LifePlan - Published: 03 Nov 2014

Following a fund review we are pleased to announce the addition of 8 new core fund links to LifePlan. That’s 13 when all currency variants are taken into account. The funds are available with immediate effect. The new links include a Healthcare fund, a North America Equity fund, and 2 Global Equity Income funds. Click on this story for more details.

Henderson - Assets aligned

Henderson - Assets aligned - Published: 21 Jul 2014

Hendersons’ Chris Burvill, Manager of the Henderson Cautious Managed Fund, discusses walking the narrow path between equities and bonds and why multi-asset funds have a core role to play in a volatile market.

Henderson - A simple guide to volatility

Henderson - A simple guide to volatility - Published: 14 Jul 2014

Henderson provide a simple explanation about volatility, the importance it plays when selecting funds and why diversification should be considered in order to help spread risk within a clients’ portfolio.

Product fund centres updated - Published: 05 Jun 2014

Our individual product fund centres have now been updated so that performance is shown in a fund's base currency, with new rebasing options available.

Individual product fund centres launched - Published: 14 Nov 2013

Do you need quick access to a fund factsheet or performance information but don't want to login to our secure fund centre? Then help is now at hand in the form our product specific fund centres, available via the RL360° Adviser site.

Fund Merger - JPMorgan Global Balanced Fund (USD) - Published: 11 Oct 2013

On the 29 November 2013 the JPMorgan Global Balanced Fund (USD) will be merged into the JPMorgan Global Balanced Fund (EUR).The merger affects the following product: Lifeplan. Policyholders have been written to about the merger. Click on this story for the full details and to view sample policyholder letters.

Speeding up new business with RL360°’s improved online pipeline report - Published: 08 Jul 2013

Changes to the dashboard in the Online Service Centre will make it easier to see outstanding requirements on applications and help speed up new business acceptance.

Pictet - Bright outlook for timber

Pictet - Bright outlook for timber - Published: 04 Apr 2013

Gabriel Micheli, Senior Investment Manager, Pictet Asset Management looks at the prospects for timber stocks following encouraging signs of a US housing market recovery.

Amundi - Why is today a good entry point to invest in Global Resources?

Amundi - Why is today a good entry point to invest in Global Resources? - Published: 11 Mar 2013

Sudeshna André, Commodity Equities Investment Specialist & Delphine Pelloile, Amundi Islamic Product Specialist look at why new and exciting investment opportunities make the global resources sector an attractive proposition.

Templeton Global Bond fund added to the LifePlan fund range - Published: 04 Feb 2013

With effect from 4 February 2013, the fund will be available in 3 currency variants, USD, EUR, EUR Hedged and CHF Hedged. As a consistent 1st and 2nd quartile performer we're sure you and your clients will find it a worthy addition to the range.

Policy fee increase reminder - Published: 20 Dec 2012

Some of RL360°'s product fees will increase in line with the retail price index in 2013

Risk Ratings added to product Investment Guides - Published: 14 Dec 2012

To aid you in fund selection and portfolio creation for your clients, we’ve now added 'risk ratings' to our guided architecture fund ranges Quantum, Oracle, Paragon and LifePlan.

Unit Split - Carmignac Patrimoine EUR Fund - Published: 10 Dec 2012

On 12 November 2012, Carmignac Gestion carried out a split on the units of the Carmignac Patrimoine A EUR Acc fund. In order to do this, the net asset value per unit has been divided by 10, which means that the number of units held by each shareholder has been multiplied by 10 (for example, if a shareholder held 5 units, they now hold 50). We are currently undertaking the administration process of applying this change to the policies of those invested in the fund. The changes affect the following guided architecture products: Oracle, Paragon, Quantum and LifePlan. Affected policyholders have been written to, notifying them of the unit split.

Fidelity - Asset allocation; strategic or tactical?

Fidelity - Asset allocation; strategic or tactical? - Published: 10 Oct 2012

Steven Edgley, Investment Director - Investment Solutions Group, Fidelity, shares his views regarding asset allocation.

Fund Centre gets an upgrade - Published: 05 Oct 2012

We've added a range of great new features to our Fund Centre to enhance your experience when researching funds for your clients

Pictet - A brief update on gold

Pictet - A brief update on gold - Published: 31 Aug 2012

Chloe Koos Dunand, econimist at Pictet, discusses the recent demand for gold and some of the key reasons for its success.

BlackRock - Peering through the hedge

BlackRock - Peering through the hedge - Published: 30 Jul 2012

Claire Duffy, head of strategic alliances at BlackRock, takes the time to explain BlackRock's views on currency hedging, risk, and its role in the value of total returns.

Schroders - Growth beyond the financial crisis

Schroders - Growth beyond the financial crisis - Published: 30 Jun 2012

Virginie Maisonneuve and Katherine Davidson of Schroders, examine how analysing the sustainability of long-term corporate growth has played second fiddle to reacting to immediate macro events in recent times.

Pictet - Quenching the world's thirst

Pictet - Quenching the world's thirst - Published: 30 May 2012

Philippe Rohner, senior investment manager of the Pictet Water fund, highlights the importance of better water provision, the current imbalance between supply and demand and the potential opportunities.

Sarasin - 7 billion and counting

Sarasin - 7 billion and counting - Published: 30 Apr 2012

Henry Boucher, Sarasin agrisar fund manager, examines the world's population, its impact on global resources and the associated opportunities.

GAM - Asia's global influence grows

GAM - Asia's global influence grows - Published: 30 Mar 2012

Michael Lai, investment director of asian funds at GAM, shares his views on asian countries extending their political and economic influence and what this means for the future.

Change of Objective - Schroder ISF Asian Bond Absolute Return Fund - Published: 21 Mar 2012

The board of directors of the Schroder International Selection Fund has decided to amend the investment objective and to change the methodology for calculating the global risk exposure of the Schroder ISF Asian Bond Absolute Return Fund with effect from 2 April 2012. The changes affect the following guided-architecture products: Preference, Kudos, Prosper, Quantum, Paragon, Oracle, LifePlan. Affected policyholders have been written to to notify them of the changes.

Fund Closure – Selector World Shariah Value - Published: 16 Mar 2012

The Selector World Shariah Value Fund has been closed due to significant changes in its economic situation. Values have been returned to shareholders. The changes affect the following guided-architecture ranges: Quantum, Paragon, Oracle and LifePlan. Affected policyholders have been written to.

Franklin - US equities, where next for growth?

Franklin - US equities, where next for growth? - Published: 27 Feb 2012

Grant Bowers, Franklin US opportunities fund manager, examines the growth potential of US equities in 2012 considering employment, manufacturing, and retail sales indicators.

SWIP - Multi-manager review and 2012 outlook

SWIP - Multi-manager review and 2012 outlook - Published: 30 Jan 2012

Mark Harries, investment director at Scottish Widows Investment Partnership, reviews a challenging and volatile 2011 and looks forward to what 2012 has in store.

Threadneedle - The outlook for global equities

Threadneedle - The outlook for global equities - Published: 30 Dec 2011

William Davies, head of global equities at Threadneedle, examines the drivers for the most current bout of risk aversion and what it means for global equities.

Henderson - What is Absolute Return?

Henderson - What is Absolute Return? - Published: 30 Oct 2011

Ben Wallace and Luke Newman, UK absolute return fund managers at Henderson, take the time to explain a little bit more about absolute return strategies.

Henderson - Integration of Gartmore business

Henderson - Integration of Gartmore business - Published: 30 Aug 2011

Henderson Global Investors confirm their aquistion of Gartmore and the important changes they will be making to the fund range.

Fidelity - Real assets, the inflation play

Fidelity - Real assets, the inflation play - Published: 30 Jul 2011

Amit Lodha, portfolio manager at Fidelity, assesses the impact of the inflation dragon which has been awoken from its slumber once again!

LifePlan - Even more reasons to choose - Published: 30 Jul 2011

RL360° has launched a new Split Trust for use with LifePlan. The trust allows a policyholder to benefit from Critical Illness cover without Life cover falling into their taxable estate for UK IHT.

BlackRock - Asset allocation

BlackRock - Asset allocation - Published: 30 Jun 2011

Mike Trudel, managing director & global strategist at BlackRock, examines asset allocation in detail and how a well-diversified, flexible mandate, can potentially improve investor returns.

Invesco - Where are the market risks today?

Invesco - Where are the market risks today? - Published: 30 May 2011

Tim Dickson, asia equity fund manager at Invesco, examines the structural changes in the world economy and business practice in the East.

HSBC - Islamic investing

HSBC - Islamic investing - Published: 30 Apr 2011

Mark Newsam, head of third party distribution at HSBC, examines the risk management inherent in Islamic finance and links to ethical investment for disciplined growth.

Loomis, Sayles & Co - Bond market perspectives

Loomis, Sayles & Co - Bond market perspectives - Published: 30 Mar 2011

Kathleen Gaffney, multi-sector bond portfolio manager, examines how the current economic climate is impacting on the bond sector.

JP Morgan - Global consumer trends

JP Morgan - Global consumer trends - Published: 27 Feb 2011

Peter Kirkman, portfolio manager at JP Morgan, examines long-term consumer trends and how they are affecting what people buy and how they live.

Invesco - Annual economic outlook 2011

Invesco - Annual economic outlook 2011 - Published: 30 Jan 2011

John Greenwood, chief economist at Invesco, shares his views regarding the outlook for 2011.

LifePlan - Term benefits available to age 80 - Published: 30 Sep 2010

RL360° has added 2 new benefits to LifePlan for its 1st birthday. Term cover is now available until age 80 and long-term care becomes a standard feature.