insights.
"New ventures must raise capital and get customer traction for their services"
Jul 31, 2020
Speaking with Fintech Global, Embark Group CEO Phil Smith highlights the challenges faced by smaller FinTech ventures; especially when compared to bigger firms.
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Fettered vs unfettered: The unfinished debate
Jul 09, 2020
Is it time for advisers to revisit the merits of fettered funds compared to their unfettered rivals? The debate is not a new one, but given changes in regulation, market practices and approaches, it's now framed in a dramatically different context.
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Emerging markets: Five positive trends
Jul 08, 2020
With the pandemic dominating the short-term outlook, the longer-term advantages of emerging-market companies have become more important in the pursuit of return. Here are the top five.
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Client segmentation: is yours fit for purpose?
Jul 07, 2020
With the nation slowly returning to some sort of normality, now is a good time for advisers to dust off their ‘to do’ lists and make sure they are in a healthy place when it comes to satisfying the regulator.
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Investment portfolio stress-testing
Jul 07, 2020
Recent events have demonstrated to advisers, clients, and wealth managers that risk remains ever-present. Beyond the challenges and implications of Brexit negotiations, one approach is to stress-test investment portfolios.
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Value investing: dead or alive?
Jul 07, 2020
Growth continues to trounce value, and the fear of a deep recession resulting from the pandemic has only reinforced the belief that economic growth remains elusive and that, therefore, corporate earnings will be scarce.
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