Nick Blake

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Articles

Mike Riddell: Unwinding of the US exceptionalism trade

1 month ago | moneymarketing.co.uk | Caitlin Jordan |Mike Barrett |Momodou Musa Touray |Nick Blake

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against a backdrop of increased global market volatility, potentially signalling the end of the US exceptionalism trade, he outlines why the team has become less bullish on US Treasuries in the context of less attractive valuations.
Kevin Carr: Rooting out the real bad actors

Apr 16, 2024 | moneymarketing.co.uk | Kevin Carr |Kimberley Dondo |Nick Blake |Lyndon White

According to internet movie database IMDb, the worst actors or actresses of all time is Gwyneth Paltrow. That’s a bit harsh, I think. Seven is a great movie (even though – spoiler alert – her head ends up in a box). Madonna, Megan Fox and Keanu Reeves also feature in the top 10, but I love Keanu’s John Wick films and think he’s perfect for them.
The Morning Briefing: UK economy grows slightly in February; Good and bad practice in the advice space

Apr 12, 2024 | moneymarketing.co.uk | Momodou Musa Touray |Nick Blake |Salome Asabre

Good morning and welcome to your Morning Briefing for Friday 12 April 2024. To get this in your inbox every morning click here. UK economy grows slightly in FebruaryThe UK economy has grown slightly for the second month in a row with gross domestic product (GDP) up just 0.1% in February, the Office for National Statistics (ONS) said. The ONS said February growth was boosted by production and manufacturing in areas such as the car industry.
Vanguard names new head of Europe

Apr 10, 2024 | moneymarketing.co.uk | Shelley McCarthy |Nick Blake |Martin Tilley

Vanguard has appointed Jon Cleborne as head of Europe, succeeding Sean Hagerty who has led the business since 2016. Cleborne currently serves as head of Vanguard’s Personal Investor advice service in the US, leading US direct-to-consumer investment advisory and financial planning offers. He joined Vanguard in 2003 and has held various senior leadership roles serving financial advisers and individual investors.
Benjamin Mitchell: Standing up for smaller firms

Apr 9, 2024 | moneymarketing.co.uk | Benjamin Mitchell |Nick Blake

Whether a client decides to partner with you or not will come down to one thing and one thing only: trust. Therein lies the dilemma – and it’s one I’ve seen many clients wrestle with – which type of firm is most trustworthy? Big or small? There’s no getting away from the fact that, in financial services, we’re dominated by several large brands and recognisable names. For prospecting clients new to advice, there often lies comfort in familiarity bias.
The Morning Briefing: SJP expands VR adviser training; Making sense of HMRC post-LTA

Apr 8, 2024 | moneymarketing.co.uk | Tom Browne |Nick Blake

Good morning and welcome to your Morning Briefing for Monday 8 April 2024. To get this in your inbox every morning click here. SJP expands VR adviser training with empathy & vulnerability sessions via CIISt. James’s Place (SJP) has expanded its Virtual Reality (VR) adviser training and is piloting two VR empathy and vulnerability face-to-face sessions via the Chartered Insurance Institute (CII).
Nick Blake: FCA must accept risky innovation to fill advice gap

Apr 5, 2024 | moneymarketing.co.uk | Nick Blake |Haydn Barlow |Nick Henshaw |Andy Curran

Financial Conduct Authority chief executive Nikhil Rathi recently gave a speech repeating the main points in its advice guidance boundary review paper (DP23/5). In essence, that too few people seek advice and are in danger of poor outcomes. He repeated that more needs to be done to support clients who, among other things, unwittingly hold too much in cash, stay in poor or unsuitable funds or products and are adopting unsustainable withdrawal rates. But who needs to do more?
Look at what you could have won: The problems assessing a portfolio’s value for money

Dec 13, 2023 | moneymarketing.co.uk | Nick Blake

I’ve had reason to review a few value-for-money assessments from fund managers recently. They make interesting reading. The situation seems to be summarised as, ‘We’re mostly fine but with the odd straggler that is either getting sorted or being taken out to the woodshed.’I guess the Consumer Duty will cause managers to examine value for money in greater detail. Perhaps that’s why we’ve seen several recent fee reductions.