FWD Latest Thoughts, Research and Ideas

FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 29 April 2016

29 Apr 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 29 April 2016
Edward Bonham-Carter, vice chairman of Jupiter Asset management, has admitted that many funds charge high fees for active management but simply track and index. His comments will intensify pressure on regulators to take action against closet-tracking funds.

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Global Markets Update - Monday 25 April 2016

25 Apr 2016
Global Markets Update - Monday 25 April 2016
Global stockmarkets struggled to make progress amid mixed first-quarter US company earnings.

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FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 22 April 2016

22 Apr 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 22 April 2016
The European Commission is to launch a consultation in May into the main barriers to fund groups selling products across borders, following complaints from fund managers.

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GLOBAL MARKETS UPDATE - MONDAY 18 April 2016

18 Apr 2016
GLOBAL MARKETS UPDATE - MONDAY 18 April 2016
Better economic news from China boosted stockmarkets, especially those in the Far East.

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FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 15 April 2016

15 Apr 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 15 April 2016
Paul Wilcox, chairman of Way Investment Services, explains that offshore funds such as Blairmore Holdings are not an attempt to avoid tax, but a natural response to being hampered by heavy UK regulation – British investors were liable to pay income tax on dividends and capital gains tax on profits when shares were sold.

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Global Markets Update - Monday 11 April 2016

11 Apr 2016
Global Markets Update - Monday 11 April 2016
In a week characterised by the breakdown of several key M&A deals, global stockmarkets lost ground. Bonds, meanwhile, rallied. In the currency markets, the Japanese yen rose to its highest level against the US dollar in 18 months.

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FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 08 April 2016

08 Apr 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 08 April 2016
The FCA’s thematic review of 23 funds, titled “Meeting Investors”, found several closet trackers and soft closed funds with unclear product descriptions and inadequate governance, although most UK funds were operated in line with investors’ expectations.

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Cameron’s PR nightmare

08 Apr 2016
Cameron’s PR nightmare
Adam Shaw, Account Manager at FWD, looks at David Cameron's nightmare week.

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Global Markets Update - Monday 4 April 2016

05 Apr 2016
Global Markets Update - Monday 4 April 2016
Falling oil prices led to renewed weakness in global stockmarkets which tended to end the quarter with losses. In contrast, bonds posted positive returns over the first three months of 2016.

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FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 1ST APRIL 2016

01 Apr 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 1ST APRIL 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT AND INSURANCE NEWS - 1ST APRIL 2016

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