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From the category archives: Market Views

Market Views

IA Responsible Investment Framework

The Investment Association has recently launched the first industry-agreed framework for common approaches to responsible investment (“Responsible Investment Framework”). This Framework categorises, and provides standard definitions for, the different components of responsible investment. This report accompanies the Framework and is intended to provide context, guidance and uses for the Framework as well as outline next steps and raise outstanding questions. 

To find out more information download the Final Report or visit the Investment Assocation's website.

Get to know some faces of the future

Square Mile talked to some of the fund management faces of the future on their background, career path and what they like to do outside of work and this is what they said...




What Fund Managers think will be different in 20 years time

Square Mile asked some of the fund managers they know, one thing that will be different in 20 years, and this is what they said...




Academy of Funds Offshore Funds and Temporary Permissions Regime

Should the UK leave the EU without a withdrawal agreement (no-deal Brexit) on 31st. October 2019, the UK government has introduced a Temporary Permissions Regime (TPR) for European Economic Area (EEA) inbound passported firms and investment funds, to enable them to continue their activities in the UK for a temporary period of time, with minimal disruption. The TPR will last for up to three years from 31 October 2019, with the power for HM Treasury to extend the regime by no more than 12 months at a time in certain circumstances.

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NextWealth Live 2019 Panel: Is the fund fit for purpose?

Richard Romer-Lee hosts a panel discussion challenging: Is the fund fit for purpose? Panelists David Tiller of Standard Life, Verona Kenny of 7IM, Howie Li of LGIM and Michael Ohanessian of Praemium debate whether competitive structures to the traditional mutual fund will overtake funds.

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Talking With Peter Harrison

Peter Harrison, Group Chief Executive at Schroders talks the next generation, mental health in the industry and skydiving with Richard Romer-Lee, Square Mile.

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Talking With Nick Mustoe

Nick Mustoe, Chief Investment Officer, Invesco Henley Investment Centre talks being a contrarian investor, multi asset funds and karate with Richard Romer-Lee, Square Mile.

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Talking With Neil Woodford

Neil Woodford, Head of Investment, Woodford Investment Management talks transparency, doing things differently and equestrian sports with Richard Romer-Lee, Square Mile.

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LF Woodford Equity Income fund removed from IA UK Equity Income sector

Following the news that the Investment Association (IA) have removed the LF Woodford Equity Income fund from the UK Equity Income sector and placed it into the IA UK All Companies sector, Square Mile’s view of the fund has not changed and it retains its AAA rating.

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Chinese Evolution

The strength of emerging market economic growth this century has been well documented, as has the shift, broadly speaking, from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle class, which has been central to supporting domestic change. The current MSCI EM index is heavily skewed towards China and its immediate Asian neighbours, representing a combined weight of 56%, and one would be hard placed to argue against their importance to the global economy.

In more recent years, Chinese growth has been driven by increased domestic wealth, technological innovation, entrepreneurship and, of course, infrastructure spending. This has all been further supported by financial reform and involvement at the highest political levels. A more recent structural reform is the opening up of China's A-share market to foreign investors via the Hong Kong - Shanghai and Hong Kong - Shenzhen 'Connect' initiatives. This 3,000 plus stock universe was previously unavailable to the majority of international investors and could prove to be a rich hunting ground for investors seeking access to successful domestic-based companies.

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