Tag Archives: Clients

Europe, China and holiday planning

Guest blog: James Harries, Fund Manager, Newton Investment Management

In a client meeting yesterday I was asked if the concerns relating to Europe and China specifically and emerging markets more broadly are reasonable. Well, I do think that China is slowing and is likely to continue slowing; at Newton we think there’s been a big misallocation of capital in that economy and that the air coming out of the property sector there is likely to knock onto other areas of the economy in a way that won’t be particularly beneficial to investors.

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The success of the long distance investor

Guest blog: Anthony Cross, Fund Manager, Liontrust Asset Management

When Usain Bolt broke the world record for the 100 and 200 metres at the Beijing Olympics in August 2008, the world was still a month away from being shaken by the news that Lehman Brothers was filing for bankruptcy. Four years later, with the world’s best athletes preparing to descend on London, Lehmans turned out to be just one in a series of financial tremors.

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Help is at hand this tax year end

Moira was right, tax doesn’t have to be taxing, but it can severely try your patience when trying to engage clients in tax year end investment conversations with confidence in equities as low as it is at the moment – it must be like nailing jelly to a wall. So in response to your comments and suggestions we’ve produced a brand new Tax Year End web page.

It contains the ISA Support Kit, showing you how to create professional, tailored mailings to your clients, encouraging them to make full use of their ISA limits this year and next.

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Faster Trades Online – Latest enhancements

We always value the feedback that you give us regarding enhancements you’d like to see to our platform, in particular when they lead to a material benefit to your business.

So here’s a breakdown of our very latest changes, which will free up more time to devote to business developments. Let us know what you think by leaving a comment below.

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2012 events – tell us what you’d like to see next year

Earlier this year we announced a new and improved format to our events programme with our ‘Turbo charged events in 2011’ article.

With the new forums being very well received, we now look ahead to next year – because we’d like to know what topics you’d like covered in 2012.
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Protected: Funds you should buy – by Cofunds

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