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Invesco - Monthly Market Report for September 2020

Invesco - Monthly Market Report for September 2020 - Published: 15 Oct 2020

Review of global market developments in September 2020, highlighting the best and worst performing sectors globally.

M&G Investments - A decade to deliver: the SDG reckoning

M&G Investments - A decade to deliver: the SDG reckoning - Published: 06 Oct 2020

This month marks the fifth anniversary of the launch of the United Nations' Sustainable Development Goals (SDGs), a universal call to action to end poverty, protect the planet and ensure all people enjoy peace and prosperity by 2030. M&G Investments' SDG reckoner represents our assessment of progress towards delivering the goals, highlighting where ambition needs to be scaled up, and focusing on the role impact investors have to play in addressing these challenges.

October 2020 sector review – fine tuning our defined fund range - Published: 01 Oct 2020

RL360 are continuously fine tuning our defined fund range products. This is the fifth stage in an ongoing review to improve our defined fund ranges. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan (including Malaysia variants) and LifePlan.

Sarasin - Six minute strategy: where to for global inflation?

Sarasin - Six minute strategy: where to for global inflation? - Published: 24 Sep 2020

Sarasin look at the global economy and the effects of both deflationary and inflationary forces, which are critical to asset markets and clients as they budget for the years ahead.

Matthew Asia - Measuring Intangibles for Asia's Growth Companies

Matthew Asia - Measuring Intangibles for Asia's Growth Companies - Published: 16 Sep 2020

Schroders’ Portfolio Managers Taizo Ishida and Michael Oh, CFA, explore the growth drivers for Asia's new economy sectors, including how to measure and assign potential future value of intangible assets.

Survey results: ESG investing is on the up

Survey results: ESG investing is on the up - Published: 11 Sep 2020

An RL360 survey has shown an upward trend in Environmental, Social and Governance (ESG) investing among savers in the last 12 months.

Fund mergers – Multipartner SICAV - RobecoSAM funds - Published: 08 Sep 2020

Multipartner SICAV has announced that it will be merging a number of funds into corresponding sub-funds from the Robeco Capital Growth fund range which will take effect from 30 October 2020.

Fidelity - Overcoming fast fashion's hidden costs

Fidelity - Overcoming fast fashion's hidden costs - Published: 03 Sep 2020

The recent controversy over the working conditions at UK clothing brand Boohoo has brought the practices of fast fashion back into the spotlight. As clothing makers churn out affordable designs at an ever-faster pace, the environmental and social costs of the fast-fashion industry are becoming clearer to both consumers and investors - and having an impact on valuations. European equities manager, Matthew Siddle looks at how investors can navigate these issues and discusses the importance of constructively engaging with the industry.

Pictet Asset Management -  Environmental Investing Journey

Pictet Asset Management - Environmental Investing Journey - Published: 02 Sep 2020

A selection of tools and materials from Pictet Asset Management will help you or your clients get started on the environmental investing journey. These include a quiz, environmental impact calculator, e-module, articles, and environmental impact calculator.

Invesco - The investment climate and what it means for markets

Invesco - The investment climate and what it means for markets - Published: 02 Sep 2020

As economies begin to reopen, Richard Batty and David Aujla of Invesco’s Multi Asset team discuss the market impact and what investors might expect looking forward.

Schroders: Everything you need to know about sustainable investing

Schroders: Everything you need to know about sustainable investing - Published: 02 Sep 2020

Schroders clarify what some of the commonly misunderstood sustainability terms mean.

Fidelity International - A rolling selection of articles related to the Coronavirus

Fidelity International - A rolling selection of articles related to the Coronavirus - Published: 19 Aug 2020

View a select of Fidelity International articles produced by their investment professionals relating to the COVID-19 pandemic, including how to manage your clients’ investments during this uncertain time of heightened volatility.

J.P. Morgan Asset Management - A rolling selection of articles related to the Coronavirus

J.P. Morgan Asset Management - A rolling selection of articles related to the Coronavirus - Published: 19 Aug 2020

View a selection of J.P. Morgan Asset Management articles published by their investment professionals, as they monitor global economic activity amid the COVID-19 crisis, including the production of weekly market stats.

MFS Investment Management - A rolling selection of articles related to the Coronavirus

MFS Investment Management - A rolling selection of articles related to the Coronavirus - Published: 19 Aug 2020

Investment professionals at MFS Investment Management share their latest economic and market insights for the global financial markets as the world works through the effects of COVID-19.

Fidelity International - The unstoppable ascent of sustainable investing

Fidelity International - The unstoppable ascent of sustainable investing - Published: 17 Aug 2020

The assumption that shareholder returns should be maximised at any cost has been challenged by Covid-19, further embedding sustainable investing as a future destination for asset flows. Head of Equities - Asia and Lead Cross-Asset Strategist of Schroders explore the drivers behind this transformation and their consequences for investors.

Schroders: What is the appeal of thematic investing?

Schroders: What is the appeal of thematic investing? - Published: 17 Aug 2020

Schroder’s Investment Director David Docherty explains what thematic investing is and the growing appeal of this type of investing.

July 2020 sector review – introducing responsible investing to our defined fund ranges - Published: 24 Jul 2020

RL360 are adding a number of funds that focus on responsible investing to our defined fund range products. This is the fourth stage in a continuous review to improve our defined fund ranges. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan (including Malaysia variants), Protected Lifestyle and LifePlan.

Aberdeen Standard Investments - A rolling selection of articles related to the Coronavirus

Aberdeen Standard Investments - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020

Keep up to date with Coronavirus updates and insights from investment professionals at Aberdeen Standard Investments as they monitor the impact the pandemic is having on the global markets.

Columbia Threadneedle - A rolling selection of articles related to the Coronavirus

Columbia Threadneedle - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020

Investment professionals at Columbia Threadneedle provide their opinions and insights on the markets and the impact of the COVID-19 pandemic.

Invesco - A rolling selection of articles related to the Coronavirus

Invesco - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020

We provide an ongoing selection of views and opinions from investment professionals at Invesco as they monitor the ongoing market turmoil and reactions from banks and governments to the COVID-19 pandemic.

Schroders - A rolling selection of articles related to the Coronavirus

Schroders - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020

Investment professionals at Schroders provide their views and market stats in relation to the ongoing COVID-19 pandemic and its impact on markets and economies around the world.

April 2020 sector review – further improvements to our defined fund ranges - Published: 17 Apr 2020

Following the third stage of a review of our defined fund ranges, RL360 are adding new funds to a number of their defined fund range products. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan (including Malaysia variants) and LifePlan.

Fidelity - Understanding market volatility

Fidelity - Understanding market volatility - Published: 03 Apr 2020

Markets are going through major turmoil as the world experiences the impact of the COVID-19 pandemic, but this is not the first time we have experienced such heightened volatility. Fidelity have provided a series of aids and interactive tools to help you understand why the long-term approach can help you in managing your clients’ investments.

'A' share class closure of Kames funds - including Ethical Equity and Ethical Cautious Managed - Published: 25 Mar 2020

Kames Capital plc will close a number of its ‘A’ share classes on 24 April 2020. This includes the Ethical Equity and Ethical Cautious Managed funds which feature in our defined fund ranges.

BlackRock - Market plunge: This is not 2008

BlackRock - Market plunge: This is not 2008 - Published: 24 Mar 2020

Recent market moves are reminiscent of the 2008 financial crisis, but we don’t think this is a repeat. Read our thoughts in our Market Plunge bulletin.

Invesco - Monthly Market Report for February 2020

Invesco - Monthly Market Report for February 2020 - Published: 11 Mar 2020

Review of global market developments in February 2020, highlighting the best and worst performing sectors globally.

GAM Investment - Thriving Amid Stagnation

GAM Investment - Thriving Amid Stagnation - Published: 28 Feb 2020

Stagnation is often touted as the metaphorical death knell for an economy. Julian Howard, head of multi asset solutions at GAM, suggests that there are ways to avoid the pitfalls of a slowing economy.

Investec Asset Management to rebrand as Ninety One - Published: 27 Feb 2020

Investec Asset Management has advised its new name and branding following its demerger from the Investec Group. The changes will take place during the first quarter of 2020.

Invesco - Monthly Market Report for January 2020

Invesco - Monthly Market Report for January 2020 - Published: 25 Feb 2020

Review of global market developments in January 2020, highlighting the best and worst performing sectors globally.

Fidelity International - Key volatility messages for investors

Fidelity International - Key volatility messages for investors - Published: 17 Feb 2020

Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Fidelity International provide key messages to help investors steer their portfolios through volatile times.

Matthews Asia - Wuhan Coronavirus

Matthews Asia - Wuhan Coronavirus - Published: 14 Feb 2020

Matthews Asia CIO Robert Horrocks and Investment Strategist Andy Rothman offer their perspectives on the Coronavirus and its possible impact on China's governance and economy.

January 2020 sector review - Our defined fund ranges just got even better - Published: 21 Jan 2020

The second stage of a review of our defined fund ranges has been completed and the results are in. Further enhancements have been made to help you achieve your clients’ investment goals. Impacts products: Oracle, Paragon, LifePlan, Protected Lifestyle, Regular Savings Plan and Quantum (including Malaysia variants).

Invesco – Global markets – 2020 outlook

Invesco – Global markets – 2020 outlook - Published: 16 Jan 2020

A look ahead to 2020 - central banks and geopolitics to shape global economy.

Matthews Asia - Sinology

Matthews Asia - Sinology - Published: 20 Dec 2019

In this issue of Sinology Andy Rothman, Investment Strategist, shares his views on the U.S.– China trade deal announced on Friday, 13 December and what does it mean for investors?

Investec Asset Management -  UK General Election Results

Investec Asset Management - UK General Election Results - Published: 19 Dec 2019

Investec Asset Management portfolio managers give their views on the UK General Election result.

GAM Investment: UK election – initial thoughts

GAM Investment: UK election – initial thoughts - Published: 16 Dec 2019

Following the unexpectedly strong election victory for Boris Johnson and the Conservative Party, some of the GAM Investment portfolio managers offer their views on how this is likely to impact markets.

Invesco - Monthly Market Report for November 2019

Invesco - Monthly Market Report for November 2019 - Published: 13 Dec 2019

Review of global market developments in November 2019, highlighting the best and worst performing sectors globally.

GAM Investment - How likely is a global recession?

GAM Investment - How likely is a global recession? - Published: 26 Nov 2019

Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief, says GAM Investments’ Charles Hepworth. However he believes the UK could be moving closer to recession territory.

Schroders: An infographic view of the global economy in November 2019

Schroders: An infographic view of the global economy in November 2019 - Published: 26 Nov 2019

This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.

Sarasin - Plant Power

Sarasin - Plant Power - Published: 26 Nov 2019

Veganism takes a bite out of traditional food consumption. Jeneiv Shah, co-portfolio manager for Sarasin Food & Agriculture Opportunities, discusses how investors have an important part to play in this transformation.

Change to investment policy – Fidelity Funds - Published: 14 Nov 2019

Fidelity has announced a change to the investment policies of its range of unit trusts which took effect from 31 October 2019.

Invesco - Monthly Market Report for October 2019

Invesco - Monthly Market Report for October 2019 - Published: 11 Nov 2019

Review of global market developments in October 2019, highlighting the best and worst performing sectors globally.

October 2019 sector review - Our defined fund ranges just got better - Published: 15 Oct 2019

Selecting the right funds for your client's plans is just as important to us as it is to you. After all, we both want our clients to achieve their investment goals. That’s why we’ve just completed a fund review of some of the investment sectors in our defined fund ranges and the results are in. Impacts products: Oracle, Paragon, LifePlan, Protected Lifestyle, Regular Savings Plan and Quantum (including Malaysia variants).

Matthew Asia - Asia: riding a wave of innovation

Matthew Asia - Asia: riding a wave of innovation - Published: 10 Oct 2019

Asia is no longer a place where everything is produced but nothing is invented, Asia is riding a wave of homegrown innovation with long-term investment implications.

Schroders: An infographic view of the global economy in September 2019

Schroders: An infographic view of the global economy in September 2019 - Published: 09 Oct 2019

In this month's infographic Schroders look at how trade wars are affecting global growth prospects.

Invesco - Monthly Market Report for September 2019

Invesco - Monthly Market Report for September 2019 - Published: 08 Oct 2019

Review of global market developments in September 2019, highlighting the best and worst performing sectors globally.

Schroders - Global Investor Study 2019

Schroders - Global Investor Study 2019 - Published: 20 Sep 2019

Schroders Global Investor Study – Investor behaviour: do people have control of their personal finances?

Sarasin - Capitalising on the rise of the Chinese consumer

Sarasin - Capitalising on the rise of the Chinese consumer - Published: 18 Sep 2019

Despite China's GDP growth slowing, its wealthiest people are growing richer. Growing demand for premium and luxury goods make this a desirable investment opportunity.

Invesco - Monthly Market Report for August 2019

Invesco - Monthly Market Report for August 2019 - Published: 11 Sep 2019

Review of global market developments in August 2019, highlighting the best and worst performing sectors globally.

Various changes - Fidelity Investment Funds - Published: 09 Sep 2019

Fidelity has made a number of changes to its Fidelity Investment Fund ranges to make it easier for investors to understand how the funds are managed. The N share classes have also been renamed to W. The changes took effect 30 August 2019.

Proposed liquidation - Amundi Islamic Funds - Published: 03 Sep 2019

Amundi Funds has announced its intention to liquidate its Islamic BRIC Quant, Islamic Global Resources and Islamic Asia Pacific Quant funds due to their relatively small assets under management. An EGM of shareholders will take place on 4 September 2019, upon which the resolution to dissolve the funds will be decided. We have taken pre-emptive action ahead of the EGM for plan owners affected by this corporate action.

Schroders: An infographic view of the global economy in August 2019

Schroders: An infographic view of the global economy in August 2019 - Published: 30 Aug 2019

In this month's infographic we focus on why the weaker pound has failed to turbocharge the UK economy and what governments are doing to boost growth.

Sarasin - How trade made China great

Sarasin - How trade made China great - Published: 20 Aug 2019

Sarasin economist, Niloofar Rafiei, examines how important is trade to China’s economic trajectory, and secondly, what will the future of China’s trade look like as it navigates the probable persistence in slower global trade.

Invesco - Monthly Market Report for July 2019

Invesco - Monthly Market Report for July 2019 - Published: 12 Aug 2019

Review of global market developments in July 2019, highlighting the best and worst performing sectors globally.

Schroders: An infographic view of the global economy in July 2019

Schroders: An infographic view of the global economy in July 2019 - Published: 12 Aug 2019

In this month's infographic we look at what is left in central banks' arsenals to tackle any future economic downturn.

Janus Henderson - Mid-Year Market GPS

Janus Henderson - Mid-Year Market GPS - Published: 02 Aug 2019

At the start of 2019, Janus Henderson’s investment teams identified core themes, or mega trends, considered likely to impact markets. Here, they revisit the themes with the potential to reshape the investment landscape. How have the themes played out so far this year, where do they go from here and what else should be on investors’ radar?

Matthews Asia  - The Investment Case

Matthews Asia - The Investment Case - Published: 15 Jul 2019

Matthews Asia present a case to take a new dividend approach to Asia and find the next generation of dividend-paying companies in the world’s fastest growing region.

Various prospectus changes - Kames Capital funds - Published: 09 Jul 2019

Kames Capital will be making prospectus changes for their funds, some of which will be effective 7 August 2019 and some 7 September 2019. There will also be some investment policy changes which affect some of our guided-architecture products.

Fund objective and name changes - Aberdeen Standard Investments UK funds - Published: 08 Jul 2019

Effective 7 August 2019, Aberdeen Standard Investments will be making changes to the objectives of some of its funds to provide clarity on how they are managed. At the same time it will be changing the names of the majority of its UK funds generally to include the ASI prefix at the beginning of each UK fund name in place of "Aberdeen" or "Standard Life Investments".

GAM Investments - Central Bank Risk Management

GAM Investments - Central Bank Risk Management - Published: 01 Jul 2019

GAM Investments’ Larry Hatheway discusses whether economic activity is likely to remain resilient, what action the Fed may take from here and how this translates into an asset allocation view.

J.P. Morgan Asset Management - Principles for successful long-term investing

J.P. Morgan Asset Management - Principles for successful long-term investing - Published: 27 Jun 2019

J.P. Morgan present six time-tested strategies for guiding portfolios towards tomorrow’s goals, helping you convey these key messages effectively to your clients.

Matthew Asia - U.S. - China Trade Dispute

Matthew Asia - U.S. - China Trade Dispute - Published: 21 Jun 2019

U.S. – China trade concerns continue to weigh on global markets. Matthews Asia offers its perspective on how the dispute affects the long-term investment landscape.

Fund closure - Threadneedle Absolute Return Bond Fund - Published: 06 Jun 2019

Columbia Threadneedle has announced its intention to close its Threadneedle Absolute Return Bond Fund with effect from 26 July 2019.

Henderson - Global Dividend Growth: Staying Strong

Henderson - Global Dividend Growth: Staying Strong - Published: 04 Jun 2019

Despite worries over slowing economic growth, global dividends continue to rise. According to the latest Janus Henderson Global Dividend Index, payouts climbed by 7.8% on a headline basis during the first quarter. What’s more, global dividends look set to have another record year in 2019.

GAM Investment Solutions: Can equity gains be sustained

GAM Investment Solutions: Can equity gains be sustained - Published: 30 May 2019

GAM Investment's Larry Hatheway outlines his latest multi-asset views, discussing whether markets are behaving as anticipated this year, what catalysts could change this and what the implications are for asset allocation.

Matthews Asia - Perspective

Matthews Asia - Perspective - Published: 16 May 2019

Matthews Asia Portfolio Managers Teresa Kong and Satya Patel discuss the appeal of Asia corporate bonds for bond investors seeking global diversification.

GAM Investment Solutions - Seeking an earnings story

GAM Investment Solutions - Seeking an earnings story - Published: 12 Apr 2019

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing whether a pullback in markets appears less likely than it did at the turn of the year, the main threats to an improvement in markets and the potential catalyst for investors to re-engage more fully in risk assets.

Sarasin - Food and Agriculture Opportunities

Sarasin - Food and Agriculture Opportunities - Published: 11 Apr 2019

Sarasin Deputy fund manager Jeneiv Shah explores how the food economy is evolving, and how they reflect that in their food and agriculture fund.

The world in 2029

The world in 2029 - Published: 26 Feb 2019

Through a series of charts, Fidelity International track the opportunities in the fast-growing emerging economies as they mature over the next 10 years, the introduction of a new wave of consumers, as well as some of the key environmental challenges that need to be overcome.

Fund name changes - Aberdeen Global funds - Published: 11 Feb 2019

Effective 11 February 2019, Aberdeen Global is renaming to Aberdeen Standard SICAV I, with all affected sub-funds changing name accordingly.

Fund name changes - Aberdeen Liquidity Fund (Lux) - Published: 21 Jan 2019

Effective 21 January 2019, the directors of Aberdeen Liquidity Fund (Lux) are changing the company name to Aberdeen Standard Liquidity Fund (Lux) with all sub-funds changing name accordingly.

Fund mergers - Fidelity Multi Asset funds - Published: 21 Jan 2019

Fidelity has advised of their intention to merge the assets of the Fidelity Multi Asset Defensive, Strategic and Growth funds and the Fidelity Wealthbuilder fund into equivalent funds in the Fidelity Multi Asset Open fund range, effective in three tranches in February and March 2019.

Invesco - Monthly Market Report for December 2018

Invesco - Monthly Market Report for December 2018 - Published: 17 Jan 2019

Review of global market developments in December 2018, highlighting the best and worst performing sectors globally.

The real impact of US trade tariffs on China

The real impact of US trade tariffs on China - Published: 14 Jan 2019

Countries that have current account deficits are required to attract foreign capital to ‘plug the hole’. Alex Duffy assesses the real impact that the proposed US trade tariffs will have on China’s current account and what this will mean for the Chinese economy.

Changes to LifePlan - Published: 13 Dec 2018

As of 1 January 2019, our protection products LifePlan and LifePlan Lebanon will have a new reinsurer – SwissRe will replace Hanover. This will result in a number of changes to the products.

Schroders: An infographic view of the global economy in November 2018

Schroders: An infographic view of the global economy in November 2018 - Published: 04 Dec 2018

In this month's infographic Schroders look at the factors dragging on global growth and how much of a slowdown they might cause.

Matthews Asia - The Great China Disconnect

Matthews Asia - The Great China Disconnect - Published: 22 Nov 2018

In this issue of Sinology Andy Rothman, Investment Strategist , shares his perspective on China and its economy and reckons that disconnection between the market, on the one hand, and macro and corporate performance, on the other hand, is likely to realign at some point.

GAM Investment Solutions -  Post- peak = Turbulent Times

GAM Investment Solutions - Post- peak = Turbulent Times - Published: 19 Nov 2018

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing recent market turbulence and whether the bull market is over; the next policy moves by the Fed and ECB; as well as the upcoming US mid-term elections.

GAM Investment Solutions -  Markets in September 2018

GAM Investment Solutions - Markets in September 2018 - Published: 05 Nov 2018

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing what has caused the sharp bifurcation of market performance this year, whether equity markets will be driven by rotation and fresh leadership, and the key risks to markets for the remainder of 2018.

Share class transfer - Threadneedle European Smaller Companies Fund (CHF and EUR) - Published: 05 Nov 2018

Columbia Threadneedle are mid-way through a process to transfer the assets of investors in certain funds within their UK fund range to equivalent funds in its established Luxembourg range. The CHF and EUR share classes of the Threadneedle European Smaller Companies Fund will transfer to the equivalent share classes in a new Luxembourg domiciled fund on 24 November 2018. For our guided-architecture products we have now closed this fund to new business and switches in. The receiving fund will only be available from 26 November 2018.

Sarasin -  The Connected Farm

Sarasin - The Connected Farm - Published: 29 Oct 2018

Deputy Fund Manager Jeneiv Shah explores the innovation in this new area of agriculture and how it affects investment opportunities in the sector.

Schroders: An infographic view of the global economy in October 2018

Schroders: An infographic view of the global economy in October 2018 - Published: 29 Oct 2018

In this month’s infographic Schroders look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.

Fund mergers and share class transfers - Columbia Threadneedle UK domiciled funds - Published: 26 Oct 2018

Between September and December 2018 Columbia Threadneedle will be transferring EU customer assets from its UK fund range to its Luxembourg fund range. This is to ensure that its EU-based investors remain invested in funds that have a UCITS status, because Columbia Threadneedle believe it is likely that when the UK leaves the European Union UK domiciled funds will lose this status.

Janus Henderson - Global Snapshot

Janus Henderson - Global Snapshot - Published: 18 Oct 2018

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at last quarter end.

Matthews Asia - Asia Insight

Matthews Asia - Asia Insight - Published: 15 Oct 2018

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they provide their perspective on China’s small companies in the light of China’s new economic structural changes and likely reaction of Asia’s markets in response to the U.S.

Change of brand - Invesco Perpetual - Published: 17 Sep 2018

Invesco Perpetual will move to a unified brand across the globe - Invesco - with effect 1 October 2018. This will affect its UK ICVC range, which will see the removal of 'Perpetual' from fund names and branding. ISINs and Sedols will remain unchanged. This impacts our guided-architecture products Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Protected Lifestyle, Preference and Kudos.

Fund mergers - Invesco Irish domicile to Luxembourg domicile - Published: 11 Sep 2018

In order to streamline its UCITS range of funds, during September and October 2018 Invesco will merge a number of Irish domicile funds into its Luxembourg range, then close down the Irish funds. The mergers affect our guided architecture products Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Protected Lifestyle, Preference and Kudos.

Matthews Asia -  Is China Tanking?

Matthews Asia - Is China Tanking? - Published: 06 Aug 2018

In this issue of Sinology Andy Rothman, Investment Strategist, focuses on the health of the largest part of the Chinese economy: domestic demand. He also explains why even a trade war would have only a modest impact on China.

Clarification of the investment objective - Aberdeen Liquidity Fund (Lux) - Published: 04 Jul 2018

Effective immediately, the board of directors of the Aberdeen Liquidity Fund (Lux) have updated the investment objective of the fund.

Clarification of the investment objective and policy - MFS Meridian Global Total Return Fund - Published: 04 Jul 2018

With effect from 1 August 2018, MFS Meridian are clarifying the investment objective and policy of their Global Total Return fund.

Changes to investment policies and ongoing charges - Fidelity Multi Asset fund range - Published: 12 Jun 2018

Effective 20 June 2018, Fidelity Investments International have advised that they are changing the investment policies for the Multi Asset fund range in order to benefit from underlying investments in a wider range of asset classes and investment styles. These changes will result in an increase to ongoing charges.

Fund merger - M&G Global Leaders Fund - Published: 27 Apr 2018

Due to the impending departure of the manager of the M&G Global Leaders Fund, the fund will merge into their M&G Global Themes Fund on 25 May 2018. Click here to see how the merger impacts policyholders and the action RL360 will be taking.

GAM Investment Solutions -  markets in February 2018

GAM Investment Solutions - markets in February 2018 - Published: 05 Apr 2018

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses what happened to the markets in early February, how significant the spectre of US protectionism will be and whether markets should be worried about rising inflation.

Change of Name, Investment Objective and Policy - Schroder ISF Asian Bond Absolute Return Fund - Published: 27 Feb 2018

Schroders will be changing the strategy of the fund from absolute return to total return meaning a change to the funds' name and investment objective and policy. Changes are effective from 1 March 2018.

Invesco - monthly market report for January 2018

Invesco - monthly market report for January 2018 - Published: 07 Feb 2018

Review of global market developments in January 2018, highlighting the best and worst performing sectors globally.

Matthews Asia - 2017 Year-end CIO Review and 2018 Outlook

Matthews Asia - 2017 Year-end CIO Review and 2018 Outlook - Published: 26 Jan 2018

Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, shares an update on the markets and considers whether current trends might continue in 2018.

Aberdeen Asset Management -  Where should investors look for opportunities in 2018?

Aberdeen Asset Management - Where should investors look for opportunities in 2018? - Published: 25 Jan 2018

Hugh Young, Managing Director of Aberdeen Asia shares his views on opportunities for investors in 2018.

Fidelity International - Outlook 2018 - Survey Results

Fidelity International - Outlook 2018 - Survey Results - Published: 23 Jan 2018

Fidelity International surveyed more than 240 professional investors to gain a fresh understanding of how they view the current investment landscape and how likely this is to influence their investment recommendations in 2018.

GAM Investment Solutions -The macroeconomic outlook for 2018

GAM Investment Solutions -The macroeconomic outlook for 2018 - Published: 20 Jan 2018

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses the macroeconomic outlook for 2018, including his expectations for global equity and bond markets, monetary policy and the biggest risks to investors in the year ahead.

J.P. Morgan Asset Management | The investment outlook for 2018: It ain’t over till the central banks sing

J.P. Morgan Asset Management | The investment outlook for 2018: It ain’t over till the central banks sing - Published: 18 Jan 2018

Karen Ward, Chief Market Strategist for the UK and Europe, from J.P. Morgan Asset Management provides an investment outlook for 2018.

Matthews Asia - Asia Insight

Matthews Asia - Asia Insight - Published: 18 Jan 2018

In 2018, will the U.S. market continue to power up on expanding margins? If so, what does that mean for the rest of the world’s economies? Matthews Asia CIO Robert Horrocks, examines the factors behind the most likely scenarios.

Invesco - Global Economic Outlook 2018

Invesco - Global Economic Outlook 2018 - Published: 03 Jan 2018

John Greenwood, Invesco Ltd’s Chief Economist, outlines his views on developments in global economies.

Change of Investment Policy and Objective - Invesco Euro Corporate Bond Fund - Published: 03 Jan 2018

Effective 8 March 2018, Invesco are amending Appendix A of the fund Prospectus, with the investment policy and objective to change to allow greater flexibility in the implementation of the investment strategies. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon and our open-architecture product PIMS. Investors do not need to take any action.

Change of Investment Manager - Ashburton Global Investment Funds - Published: 07 Dec 2017

We have been advised of the intention of Ashburton Global Investment Funds Limited to merge Ashburton Fund Managers Limited and Ashburton (Jersey) Limited in March 2018 for cost saving and administrative purposes. The changes affect our guided-architecture product Lifeplan.

Fund Changes - Aberdeen Global, Aberdeen Islamic and Aberdeen Liquidity - Published: 22 Nov 2017

Standard Life Aberdeen plc have proposed a number of changes to their Global, Islamic SICAV and Liquidity (Lux) funds, including changes to share class naming and various other changes.

Fund Name Changes - Henderson and Janus Global Fund Ranges - Published: 20 Oct 2017

As a result of the recent merger of fund management companies Henderson and Janus, with effect from 15 December 2017 fund names will be updated with the new pre-fix “Janus Henderson”. This will encompass funds under the following umbrella structures; Henderson OEIC, Henderson Horizon Fund, Henderson Gartmore Fund and Janus Capital Funds.

Change of Name and Investment Policy - Parvest Equity World Energy Fund - Published: 13 Oct 2017

Effective 16 November 2017, the fund will change name to Parvest Energy Innovators and its objective will be updated accordingly. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon. Investors do not need to take any action.

Investment Objective and Policy Changes - Schroder UK Opportunities Fund - Published: 13 Oct 2017

Effective 23 October 2017, Schroder will update the wording of the investment objective and policy to make the language consistent with other funds in the Schroders’ UK fund range. There will be no change in how the fund is managed and the change does not impact existing holdings.

Fund Closure - Templeton Shariah Asian Growth Fund - Published: 13 Oct 2017

Due to its small fund size, Franklin Templeton have announced the closure of the Templeton Shariah Asian Growth Fund on 12 December 2017. Affected policyholders have been written to regarding the action we will be taking ahead of the closure date.

LifePlan review: Introducing our all new annual statement for LifePlan. - Published: 01 Sep 2017

We’re making it easier for you to keep on top of your client’s LifePlan policy with the launch of our all-new Annual Benefits Statement that will launch on 1 September 2017.

Aberdeen Asset Management - Emerging markets: The risks have changed

Aberdeen Asset Management - Emerging markets: The risks have changed - Published: 14 Jul 2017

In this changing world the Emerging markets have also changed over the last 30 years. Here at Aberdeen Asset Management they believe it’s time to change perception about emerging markets.

Janus Capital Group Inc. and Henderson Group plc complete merger of equals

Janus Capital Group Inc. and Henderson Group plc complete merger of equals - Published: 11 Jul 2017

On 30 May 2017 Janus Capital Group Inc. and Henderson Group plc announced the completion of an all-stock merger of equals to form Janus Henderson Group plc (Janus Henderson).

Investment Objective, Policy and Name Change - AXA Rosenberg Pacific Ex-Japan Small Cap Alpha - Published: 03 Jul 2017

On 13 July 2017 the investment objective and policy will be amended to allow for investment in both emerging and developed market countries. In line with this, the fund name will change to AXA Rosenberg All Country Asia Pacific Ex-Japan Small Cap Alpha. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon.

Fund Changes - Baring High Yield Bond - Published: 31 Mar 2017

With effect from 23 February 2017 Baring High Yield Bond Fund changed its name and took on new sub-investment managers of the fund. The changes have not resulted in any shift in the overall risk profile or the investment objective and policy and have not resulted in any change to the current fee structure.

Investment Objective and Policy Changes – Investec Asset Management UK Alpha Fund - Published: 24 Mar 2017

On 7 April 2017 Investec Asset Management will make changes to the investment objective and policy of their UK Alpha Fund. The risk profile of the Fund will not change as a result of these proposals.

Investment Policy Changes -Allianz GEM Equity High Dividend Fund - Published: 06 Mar 2017

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 15 March 2017.

Objective Change - Fidelity Multi Asset Strategic Fund - Published: 06 Mar 2017

With effect from 15 February 2017 Investment objective is revised to provide further clarity about how the Investment Manager invests.

RL360 Fund centres - Data feed changes to Morningstar®

RL360 Fund centres - Data feed changes to Morningstar® - Published: 03 Feb 2017

A redevelopment of our guided-architecture Fund centres mean we have swapped our data supplier to highly-regarded company Morningstar®. This introduces more in-depth fund analysis and an enhanced level of functionality that will surely impress you. We’ve extended the tools to your clients too!

Invesco - Monthly Market Report for period November 2016

Invesco - Monthly Market Report for period November 2016 - Published: 12 Dec 2016

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.