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Insights, opinions and commentary on the investment issues that matter to Financial Advisers
Guest Spot from Octopus: New fund and new Dad – what have I learnt over the last three years?
7 December 2021Over three years, FP Octopus UK Multi Cap Income Fund tops the IA UK Equity Income Sector. What’s the secret to its success? Chris McVey, lead fund manager, explains his…
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Opinion Piece: A View on the Markets by Marc O’Sullivan, With Profits Fund Manager, Wesleyan Assurance Society
5 November 2021A Volatile Time The last 18 months have been a particularly unpredictable period for investment markets. However, vaccination progress at home and abroad has boosted consumer and corporate optimism, which…
Read moreWesleyan With Profits: A New Fund in Town
5 November 2021As announced in recent weeks in previous Novia IQ posts, Wesleyan’s With Profits Fund, which recently moved to sustainable principles (as announced here), is now available on the Novia Platform….
Read moreGuest Spot: Mutuality Matters with Wesleyan’s With Profits Fund
20 October 2021We’re delighted to announce the arrival of an exciting new fund, available for the first time to IFAs and exclusively on the Novia platform. You now have access to the…
Read moreGuest Spot: UK dividends to recover (You just have to know where to look!)
10 June 2021We have some good news for UK Equity Income investors: UK equity dividends are staging a speedy recovery and will grow from here. However, the disappointing news for some is…
Read moreGuest Spot: Inflation, the price of stimulus?
19 May 2021With government bonds and other ‘safe haven’ assets falling out of favour during the last quarter, might the Fed and the President’s stimulus packages prove too much for the US economy? Bond markets seem to think that it might.
Read moreAnaCap completes Novia acquisition
14 May 2021Novia Financial (“Novia”) today announces the completion of its acquisition by AnaCap Financial Partners (“AnaCap”), a leading financial services specialist mid-market private equity investor, following the initial transaction subject to…
Read moreCryptocurrency: Get Rich Quick – or the biggest quasi-Ponzi scheme ever?
23 March 2021I will put my cards on the table. Bitcoin (I include all cryptocurrencies actually) is the biggest quasi-Ponzi scheme ever and an awful lot of people are going to lose…
Read moreGuest Spot: The Restoration Economy
11 March 2021“While 2020 was one of the most challenging twelve months we may ever face – as investors and as human beings – it is wonderful to be ending the year…
Read moreRaising the Normal Minimum Pension Age from 55 to 57
8 March 2021The government’s recent consultation proposes a change to the Normal Minimum Pension Age (NMPA) from April 2028. The publication has raised some questions about the proposed protection regime. The paper proposes…
Read moreRecent Copia ESG Webinar with Guy Opperman MP, Andrew Walsh of UBS and Knut Bitustøyl of MSCI
5 March 2021In March 2020 Copia Capital Management launched a range of ESG risk rated portfolios. Markets were in freefall on the back of the outbreak of Covid-19, there was great uncertainty…
Read moreWhat’s the current market outlook?
8 February 20212020 was a year of unprecedented events that shook the globe to its core. When many of us first heard about Coronavirus in January 2020 we believed the virus would…
Read moreGuest Spot: The death benefit distraction
21 January 2021It could be argued that the art of distraction, the practice of moving someone’s attention away from what they should really be focused on, has become more prevalent in some…
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