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BlackRock - How much can I afford to invest

BlackRock - How much can I afford to invest - Published: 20 Oct 2021

We can thank our grandparents for their advice on understanding how to save, budget & invest. Although society has changed, the simple rules of money haven’t.

October 2021 – Changes to the Responsible Investing sector - Published: 11 Oct 2021

Following a review of the Responsible Investing sector, RL360 are making some changes to the range. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan and LifePlan (including Malaysia variants).

Change to fund name – RobecoSAM Global Gender Equality Impact Equities - Published: 06 Oct 2021

Robeco Capital Growth Funds has announced a change to the fund name of its RobecoSAM Global Gender Equality Impact Equities fund, which will take effect 29 October 2021.

Change to investment policy – UBS (Lux) Equity Fund – Biotech (USD) - Published: 04 Oct 2021

UBS Fund Management (Luxembourg) S.A. has announced a change to the investment policy of its UBS (Lux) Equity Fund – Biotech (USD) to incorporate ESG, which will take effect 27 October 2021.

Subscription closure - Pictet Global Environmental Opportunities Fund - Published: 23 Sep 2021

Following the introduction of monthly trading limits and the soft closure of the fund by Pictet Asset Management (Europe) S.A. Luxembourg, we have now closed the fund to new subscriptions and switches-in. Plan owners who already have a unit holding in the fund can continue to invest. Impacts our defined fund range products Regular Savings Plan and Quantum (including Malaysia variants), Oracle and Paragon.

Fidelity International - Why supply chain sustainability matters

Fidelity International - Why supply chain sustainability matters - Published: 21 Sep 2021

The power of active engagement: We believe companies should be held to account on supply chain management - alongside other environmental, social and governance issues – and therefore continue to push our investee companies to act appropriately in order to protect and enhance long-term value.

ESG is here to stay.

ESG is here to stay. - Published: 17 Sep 2021

Investment Marketing Analyst Jon Lockyer, looks to dispel the notion that Environmental, Social and Governance (ESG) investing is a passing trend.

Various changes - Schroder ISF Funds - Published: 16 Sep 2021

Schroder ISF has announced various changes to its fund range which will take effect between 29 October and 2 November 2021.

Aberdeen Standard Investments - The importance of ESG in small-cap investing

Aberdeen Standard Investments - The importance of ESG in small-cap investing - Published: 15 Sep 2021

Smaller companies aren’t usually associated with good ESG practices. But dig deeper and the story is often different.

M&G Investments -  A Circular Economy: Picking The Easy Net-Zero Fruit

M&G Investments - A Circular Economy: Picking The Easy Net-Zero Fruit - Published: 14 Sep 2021

Most nations have today accepted the challenge to cut greenhouse gas emissions to net zero by 2050. However, if we have any intention to reach this goal, incorporating a circular economy will both be a necessity and also represent some of the easiest opportunities we will have to cut emissions.

Change to mainland China exposure - Aberdeen Standard SICAV I – Asian Smaller Companies Fund - Published: 07 Sep 2021

Aberdeen Standard Investments has announced a change to mainland China exposure on its Aberdeen Standard SICAV I – Asian Smaller Companies Fund which will take effect 1 October 2021.

Sarasin - The Bigger Picture: The Chinese Economy Recovery

Sarasin - The Bigger Picture: The Chinese Economy Recovery - Published: 01 Sep 2021

The Chinese economy navigated the ramifications of the pandemic impressively.

Blackrock - Eat many colours. A balanced investment diet

Blackrock - Eat many colours. A balanced investment diet - Published: 31 Aug 2021

Investing in funds rather than individual stocks & shares may have advantages such as lower risk & less hassle.

Various changes – Schroder ISF Funds - Published: 26 Aug 2021

Schroder International Selection Fund has announced various changes to its fund range which will take effect 3 September 2021.

Change to investment horizon – Various Momentum Global Funds - Published: 24 Aug 2021

Momentum Global Funds has amended the investment horizon for various funds in its fund range, which took effect 16 August 2021.

Schroders: An infographic view of the global economy in August 2021

Schroders: An infographic view of the global economy in August 2021 - Published: 21 Aug 2021

This month's infographic looks at pent-up consumer demand in the US, the different regional effects of climate change, and the predicament of emerging market energy exporters.

Change to fund name, investment objective and policy – Fidelity Funds Australia - Published: 12 Aug 2021

Fidelity Funds has announced a change to the fund name and investment objective and policy of its Fidelity Funds Australia Fund which will take effect 26 October 2021.

Change to performance benchmark, investment objective and policy – BNY Mellon Multi-Asset Diversified Return - Published: 11 Aug 2021

BNY Fund Managers Limited has announced a change to the performance benchmark, investment objective and policy of its BNY Mellon Multi-Asset Diversified Return Fund which will take effect 1 October 2021.

Change to fund name, investment manager and investment policy – VAM Managed Funds (Lux) – Driehaus Fund - Published: 09 Aug 2021

VAM Managed Funds (Lux) has announced a change to the fund name, investment manager and investment policy of its VAM Managed Funds (Lux) – Driehaus Fund which will take effect 1 September 2021.

J.P. Morgan Asset Management - Millennials: Navigating conversations with the next generation of wealth

J.P. Morgan Asset Management - Millennials: Navigating conversations with the next generation of wealth - Published: 16 Jul 2021

Generational differences can present a challenge when navigating money management. Discover the best practices for making these conversations more fruitful.

Invesco - 2021 Mid-Year Investment Outlook

Invesco - 2021 Mid-Year Investment Outlook - Published: 09 Jul 2021

Invesco's investment teams from around the globe provide an update to their 2021 outlook published in Dec 2020.

BMO - How to invest responsibly in the emerging market dairy industry

BMO - How to invest responsibly in the emerging market dairy industry - Published: 06 Jul 2021

Discover the ESG implications of investing in the emerging market dairy industry.

Fidelity International -  Why we need a global ESG standard

Fidelity International - Why we need a global ESG standard - Published: 25 Jun 2021

Fidelity International’s ESG Analyst Survey 2021 reveals that, while many companies report their ESG activities accurately, significant numbers continue to overpromote their ESG performance. To get a true picture of each company’s sustainability credentials, corporates and investors must adopt a consistent global ESG standard.

BMO - Protecting our ocean against its deadliest predator: humankind

BMO - Protecting our ocean against its deadliest predator: humankind - Published: 18 Jun 2021

Discover how human activity threatens the ocean and how investors can drive sustainable solutions.

June 2021 sector review – Further enhancing our defined fund range. - Published: 18 Jun 2021

RL360 are making further enhancements to our defined fund range products. This is the final stage in a round of reviews to improve our defined fund ranges. Impacts products: LifePlan, Protected Lifestyle and Protected Lifestyle Lebanon.

Aberdeen Standard Investments -  The investment case for respecting human rights

Aberdeen Standard Investments - The investment case for respecting human rights - Published: 27 May 2021

The Covid pandemic has brought renewed focus on the social aspects of ESG investing. How can asset managers incorporate human rights into their approach? And what value does this add?

Sarasin -  How to stay responsible in a digital world

Sarasin - How to stay responsible in a digital world - Published: 26 May 2021

While technology is key to driving economic growth, there are a number of ESG factors that responsible investors should be aware of. Sarasin’s analysts Josh Sambrook-Smith and Kwai San Wong take us through these issues.

Schroders: An infographic view of the global economy in April 2021

Schroders: An infographic view of the global economy in April 2021 - Published: 21 May 2021

This month's infographic looks at the economic recovery in the UK, why growth in other emerging markets may catch up with Asia, and the current wave of the virus in India.

J.P. Morgan Asset Management  -  Sustainable fashion: Why it matters, and how to identify the winners

J.P. Morgan Asset Management - Sustainable fashion: Why it matters, and how to identify the winners - Published: 04 May 2021

The concept of sustainability is rapidly rising up the agenda within the fashion industry. Yet while consumers are increasingly interested in sustainable fashion, they are not willing to pay a premium for it. Still, sustainability can be a competitive advantage.

Robeco - The EU's Sustainable Finance Disclosure Regulation (SFDR)

Robeco - The EU's Sustainable Finance Disclosure Regulation (SFDR) - Published: 23 Mar 2021

In March 2021, the European Union's Sustainable Finance Disclosure Regulation (SFDR) comes into force which imposes ESG disclosure and transparency requirements on investment management firms who market their funds within the EU. Here, Robeco provide insight on the implications of the new regulation.

Invesco - Appetite for change: food, ESG and the nexus of nature

Invesco - Appetite for change: food, ESG and the nexus of nature - Published: 18 Mar 2021

In this paper, Invesco team explores food production and consumption’s position within the nexus of nature. They draw on expert insights from and interviews with representatives of Invesco and FAIRR, the foremost investor network in this space, to examine the issue through the prism of responsible investing.

Sarasin - More Good Than Harm

Sarasin - More Good Than Harm - Published: 15 Mar 2021

A narrow focus on money is unsustainable. Too often finance has been isolated from sustainability and social and environmental concerns, placing the needs of the present above those of future generations. Henry Boucher, Chairman of the Sarasin & Partners Investment Strategy Group, explains in the Raconteur Sustainable Investment report recently published in The Sunday Times.

Merger of Legg Mason ICVC A (Retail) share classes - Published: 02 Mar 2021

Legg Mason has announced the merger of its ICVC A (retail) share classes into its X (non-retail) share classes with effect 10 May 2021. However, RL360 will be taking a different course of action for certain plan owners prior to the merger date.

Liquidation - Aberdeen Standard Islamic Global Equity fund - Published: 05 Feb 2021

Aberdeen Standard Investments has decided to close its Islamic Global Equity fund by way of liquidation on 2 March 2021 due to its declining fund size.

BlackRock - 2021 Global Outlook

BlackRock - 2021 Global Outlook - Published: 04 Feb 2021

A new investment order - the Covid-19 pandemic has accelerated profound shifts in how economies and societies operate across four dimensions: sustainability, inequality, geopolitics and the joint macro policy revolution. BlackRock Investments team believes this calls for a fundamental rethink of investment portfolios.

Matthews Asia - Fourth Quarter 2020 CIO Review and 2021 Outlook

Matthews Asia - Fourth Quarter 2020 CIO Review and 2021 Outlook - Published: 01 Feb 2021

Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, discusses the impact of a new Presidential administration to the U.S.-China relationship, how businesses have fared so far, growth opportunities in emerging markets countries and his 2021 outlook for Asian markets.

Share class redenomination – various Janus Henderson funds - Published: 15 Jan 2021

Janus Henderson has announced a share class redenomination to various funds in its fund range, which will take effect from 6 April 2021

January 2021 sector review – Progressive enhancement to our defined fund range. - Published: 15 Jan 2021

RL360 are progressively enhancing our defined fund range products. This is the sixth stage in an ongoing review to improve our defined fund ranges. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan (including Malaysia variants), LifePlan, LifePlan Lebanon, Protected Lifestyle and Protected Lifestyle Lebanon.

Pictet  Asset Management - Better for you, better for the planet - food after Covid

Pictet Asset Management - Better for you, better for the planet - food after Covid - Published: 04 Jan 2021

Covid-19 has disrupted the food sector's supply chains and is set to change consumer eating habits for good. Pictet’s Thematic Advisory Board share their views on post-pandemic shifts in food industry.

J.P. Morgan Asset Management - Investment Outlook 2021: Bridge over troubled waters

J.P. Morgan Asset Management - Investment Outlook 2021: Bridge over troubled waters - Published: 15 Dec 2020

The EMEA Market Insights team expects a Covid-19 vaccine to lead to a robust recovery as 2021 progresses. Find out about the investment implications and the risks to this view.

Invesco - 2021 Investment Outlook

Invesco - 2021 Investment Outlook - Published: 14 Dec 2020

Invesco’s investment teams from around the globe outline their expectations for 2021 to help investors plan for the coming year, wherever the markets take them.

Change to investment objective – Fidelity Multi Asset Open Strategic fund - Published: 25 Nov 2020

Fidelity has announced a change to the investment objective to its Multi Asset Open Strategic fund which took effect 12 November 2020.

Pictet Asset Management - A climate-aware US ushers in a new era for clean energy

Pictet Asset Management - A climate-aware US ushers in a new era for clean energy - Published: 24 Nov 2020

In this article, Steve Freedman, Pictet’s head of sustainability and thematic research, explains how Biden’s ambitious environmental agenda will change the complexion of the battle against climate change, especially in the clean energy industry.

Proposed change to fund name and reduction in fees – Various Guinness Global Funds - Published: 18 Nov 2020

Guinness Asset Management has proposed various changes to funds in its fund range, which will take effect from 7 December 2020

Various changes – LF Miton Cautious Multi Asset fund - Published: 18 Nov 2020

Link Fund Solutions has announced a change to the fund name, clarification of investment objective and policy, change of registrar / administrator and reduction in fees to its LF Miton Multi Asset fund which will take effect from 27 November 2020.

Fidelity International - Putting sustainability to the test: ESG outperformance amid volatility

Fidelity International - Putting sustainability to the test: ESG outperformance amid volatility - Published: 18 Nov 2020

The first nine months of 2020 contained the first broad-based market crash, and recovery, of the sustainable investing era, and provided fertile ground for research into the relationship between sustainability and performance. Fidelity International re-tested their sustainability ratings and carried out a research update to take in the market recovery from April 2020 onwards.

Various changes – Fidelity funds - Published: 17 Nov 2020

Fidelity has announced a number of changes to various funds across its range, which will take effect between 16 December 2020 and 24 February 2021 (the latter date is currently provisional).

BlackRock - U.S. Election: Biden Win

BlackRock - U.S. Election: Biden Win - Published: 13 Nov 2020

Investment professionals at BlackRock Investment Institute give their market views after Biden’s win in the U.S. election.

Schroders - The four 'M's: why the 21st century belongs to Asia

Schroders - The four 'M's: why the 21st century belongs to Asia - Published: 13 Nov 2020

Schroders’ Head of Investments Asia provides his perspective on why Asia is on course to dominate the 21st century, bringing a wealth of investment opportunity.

Ninety One - Investing in the low-carbon transition

Ninety One - Investing in the low-carbon transition - Published: 02 Nov 2020

The transition to a low-carbon global economy is driving growth and investment opportunities, but measuring carbon impact is key. Read the latest Q&A with the strategy’s portfolio managers.

Schroders: Agents of sustainable change; how investors expect companies to be socially aware

Schroders: Agents of sustainable change; how investors expect companies to be socially aware - Published: 02 Nov 2020

Schroders’ Global Investor Study 2020 reveals investors’ views on how companies behave and who should be responsible for mitigating climate change.

Fund merger - Goldman Sachs BRIC Equity Portfolio fund - Published: 23 Oct 2020

On 16 November 2020, the Goldman Sachs BRIC Equity Portfolio fund will close by way of merger. For our defined fund range plan owners we are not accepting the merger and will instead will switch holdings into the Schroder ISF BRIC fund a few days before the merger.

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.

Change to fund name, investment objective and reduction in fees – Threadneedle (Lux) – Pan European Equities - Published: 01 Oct 2020

Threadneedle has announced a change to the fund name, investment objective and a reduction in fees to its Threadneedle (Lux) – Pan European Equities fund which will take affect from 2 October 2020.

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.

Change to fund name and clarification of investment policy – Invesco UK Growth Fund (UK) - Published: 21 Aug 2020

Invesco has announced a change to the fund name and clarification of the investment policy of its Invesco UK Growth Fund (UK) which will take effect from 17 September 2020.

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.

Change to fund name and investment policy – Invesco Asia Balanced fund - Published: 31 Jul 2020

Invesco has announced a change to the fund name and investment policy of its Invesco Asia Balanced fund which will take affect from 14 August 2020.

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.

Lifting of Soft closure - Pictet CH Precious Metals Physical Gold fund - Published: 20 Jul 2020

Pictet Asset Management announce the soft closure of the Pictet CH Precious Metals Physical Gold fund has been lifted with immediate effect.

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.

Liquidation date brought forward - JPM Indonesia Equity fund - Published: 26 Jun 2020

JPMorgan Funds has decided to liquidate the fund one month earlier than first notified. The liquidation date has moved from 27 July 2020 to 29 June 2020.

Various changes – Janus Henderson Horizon funds - Published: 24 Jun 2020

Janus Henderson is making a number of changes to its Horizon fund range amending the fund name, objective and/or investment policy of various funds. The changes will take affect from 1 July 2020.

Liquidation - JPM Indonesia Equity fund - Published: 14 May 2020

JPMorgan Funds has decided to close its Indonesia Equity fund by way of liquidation on 27 July 2020 due to its declining fund size. In preparation for the liquidation, the fund is now closed to new subscriptions.

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.

Share class liquidation of Liontrust funds – including Liontrust Russia - Published: 02 Apr 2020

Liontrust has taken the decision to no longer support non-Sterling share classes of its onshore, Global Equity fund range and intend to liquidate the USD and EUR classes on 1 May 2020. This includes the Liontrust Russia USD share class which features in our definded fund ranges.

Soft closure - Pictet CH Precious Metals Physical Gold fund - Published: 01 Apr 2020

Due to difficult trading conditions in Europe, as a consequence of COVID-19 pandemic, the fund has been forced to temporarily soft close with effect 26 March 2020. We have had to take immediate action for our defined fund range products that are making regular payments into the fund, directing payments into an alternative fund.

'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.

Liquidation - Franklin Global Listed Infrastructure Fund - Published: 08 Nov 2019

After careful analysis and review, the Board of Directors at Franklin Templeton has decided to exit the Listed Infrastructure strategy due to the departure of the dedicated portfolio management team of the fund. The fund has immediately closed to subscriptions and will formally close by way of liquidation on 17 January 2020. Guided-architecture plan owners have been switched out of the fund ahead of the liquidation date.

Change to investment policy – Investec Global Multi-Asset Income Fund - Published: 31 Oct 2019

Investec has announced a change to the investment policy of its Investec Global Multi-Asset Income Fund which will take effect from 29 November 2019.

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.

Fund merger – Templeton Thailand Fund - Published: 07 Oct 2019

Franklin Templeton has announced its intention to merge its Templeton Thailand fund into the Templeton Asian Growth Fund with effect from 13 December 2019.

Fund name change – Neptune Russia Fund - Published: 24 Sep 2019

With effect from 1 October 2019 all Neptune Investment Management funds will undergo a name change following its acquisition by Liontrust Investment Management Limited.

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.

Fund name changes – GAM Star funds - Published: 15 Aug 2019

GAM Investments ("GAM") has announced name changes to funds across its range which will take effect from 6 September 2019.

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.

Proposed fund name and investment policy change – Aberdeen Islamic SICAV - Published: 09 Aug 2019

On 8 August 2019 Aberdeen Standard Investments (“Aberdeen”) is proposing to change the name and investment policy of its Aberdeen Islamic SICAV Islamic Global Equity Fund.

Change to investment policy - Janus Henderson Multi-Manager Managed Fund - Published: 07 Aug 2019

Janus Henderson has announced a change to the investment policy of its Janus Henderson Multi-Manager Managed Fund which will take effect from 7 August 2019.

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?

Various fund objective and policy wording updates – Threadneedle Funds - Published: 26 Jul 2019

Columbia Threadneedle ("Threadneedle") has announced various changes to funds across its range which will take effect from 7 August 2019.

Various fund objective, policy and name changes – Neptune Funds - Published: 24 Jul 2019

Neptune Investment Management Ltd ("Neptune") has announced various changes to funds across its range which will take effect from 7 August 2019.

Various fund policy and name changes – Parvest Funds - Published: 24 Jul 2019

BNP Paribas Asset Management Limited ("BNP") has announced various changes to funds across its range which will take effect from 30 August 2019.

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.

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.

Fund merger - Amundi Funds Equity Greater China fund - Published: 07 May 2019

Amundi has announced its intention to merge its Amundi Funds Equity Greater China fund into the Amundi Funds China Equity Fund with effect from 21 June 2019.

Fund merger - Amundi Funds Equity India infrastructure fund - Published: 07 May 2019

Amundi has announced its intention to merge its Amundi Funds Equity India Infrastructure fund into the Amundi Funds SBI FM Equity India fund with effect from 31 May 2019.

Fund merger – Amundi Funds Equity Thailand fund - Published: 07 May 2019

Amundi has announced its intention to merge its Amundi Funds Equity Thailand fund into the Amundi Funds Equity Asia Concentrated fund with effect from 31 May 2019.

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.

Clarification of investment policy - Janus Henderson Horizon European Equity Funds - Published: 01 Mar 2019

With effect from 29 March 2019, Janus Henderson Investors will be clarifying the investment policy for four Janus Henderson Horizon European Equity Funds that reference the European Economic Area ("EEA") in their policy.

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.

Liquidation - Amundi Funds Equity Korea Fund - Published: 06 Feb 2019

Amundi Funds has advised it will liquidate its Equity Korea fund on 4 March 2019. We will be taking action for our guided-architecture policyholders ahead of the liquidation date. Click here for more details.