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The FCA has pledged to introduce ESG rules for financial advisers, implementing a regime which would require intermediaries to take into account sustainability issues when advising clients.But what is the current regulatory situation? In this podcast sponsored by Royal London, FTAdviser special projects editor David Thorpe is joined by Ryan Medlock, senior investment development and technical manager at Royal London, and independent investment commentator Adrian Lowcock.They discuss the current regulatory environment for responsible investing, the direction of travel for the regulation of responsible investing and how Europe's SFDR regime is impacting investments.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. See acast.com/privacy for privacy and opt-out information.
Lorna Blyth, Head of Investment Solutions joins David Thorpe, Special Project Editor at FT Adviser and Adrian Lowcock, Head of Personal Investing at Willis Owen to discuss why Responsible Investment funds outperformed in the three months since the COVID-19 pandemic began.
In the second episode of Responsible Investing: The New Normal, an FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines the recent strong performance of responsible investment funds.Along with his guests, Adrian Lowcock of Willis Owen and Lorna Blyth of Royal London, he discuss the unique nature of the current economic slowdown and how companies which were perceived to have helped society when the pandemic was at its height, have seen their public image and share price benefit.The FTAdviser Podcast is the podcast for financial advisers brought to you by FTAdviser.com. See acast.com/privacy for privacy and opt-out information.
On this week’s show Dave Baxter looks at how much money investors trapped in Neil Woodford’s former fund are getting back. Adrian Lowcock, head of personal investing at Willis Owen, explains how best to access illiquid assets and why investors shouldn’t panic in response to market volatility triggered by events such as the corona virus. Mary McDougall, meanwhile, sets out ways to ensure that you take part in votes on your listed investments. See acast.com/privacy for privacy and opt-out information.
On this week's show Adrian Lowcock, head of personal investing at Willis Owen, explains why the level of illiquid investments in LF Woodford Equity Income Fund was of concern, and when this could be a problem for other funds. Phil Kent, lead adviser to GCP Infrastructure Investments, sets out the arguments for investing in infrastructure debt and says where he is finding the best opportunities in this sector. See acast.com/privacy for privacy and opt-out information.
On this week's show Adrian Lowcock, head of investing at Willis Owen, explains how investors can can make the most of their Isas to have the best chance of hitting their financial goals. Taha Lokhandwala explains how smaller companies can boost your portfolio's growth. And they explain why niche and thematic funds aren't necessarily the best way to get long-term growth. See acast.com/privacy for privacy and opt-out information.
On this week's show Adrian Lowcock, head of personal investing at Willis Owen, joins the team to look at what drove markets in 2018 and what might shape the investment landscape in 2019. They assess the prospects for areas including UK equity growth and income, China and tech shares. See acast.com/privacy for privacy and opt-out information.
Should all investors be taking environmental, social and governance factors into consideration when choosing funds for their portfolios? Dean Cheeseman, portfolio manager in Janus Henderson's UK-based multi-asset team, and Adrian Lowcock, head of personal investing at Willis Owen, join FTAdviser to talk about sustainable investing drivers. See acast.com/privacy for privacy and opt-out information.
In this week's show, deputy personal finance editor Taha Lokhandwala considers whether sentiment on some UK stocks is too negative and could therefore offer hidden value opportunities. Adrian Lowcock, investment director at Architas, explains how asset allocation can play an important part in boosting investment returns. He also analyses the current macro-economic background and suggests which asset classes could be set to do well.And the two pore over the attributes of a new fund that invests in alternative assets and is targeting a yield of 5 per cent. See acast.com/privacy for privacy and opt-out information.
Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week it’s ISA Ideas and Budget week. Lets start with Junior ISA’s. Junior ISAs allow you to save on behalf of under-18s tax efficiently. Just like an adult Isa, you can chose to shield cash, stocks or investment funds from HMRC, but unlike the adult Isa, investments cannot be cashed in at any time – the child must reach 18 before they have access to funds. We start our podcast today with Emma Wall, Senior Editor for Morningstar.co.uk and Adrian Lowcock, Investment Director for Architas who discuss Junior ISAs in more detail as well as give us 3 Fund Picks for your Junior ISA. As the ISA deadline looms, investors should consider their portfolio holistically and aim to have a portfolio that is well positioned to achieve their investment goals. Portfolio Manager for Morningstar Investment Management, Richard Whitehall is up next to discuss how to take this into consideration when rebalancing your portfolio. Chancellor Philip Hammond has delivered his first Budget report revealing higher taxes for self-employed and investors with more then £50,000 invested outside an ISA. So what does the Budget mean for you? Emma Wall and Cyrique Bourbon, Portfolio Manager for Morningstar Investment Management are up next to discuss just that. Where do Morningstar professionals invest their ISA cash? Morningstar Investment Management and Morningstar analysts work with stocks, funds, markets and ETFs every day - but where do these professionals invest for themselves? We asked them where they will be investing their ISA portfolio this tax year. Want to legally reduce your tax bill? Tilney's Head of Estate Planning Ian Dyall tells us how - and warns investors to make sure they balance their needs. Looking to reduce your tax bill and boost your portfolio returns? Emma Wall finishes off our podcast today explaining the benefits of ISAs and SIPPs - and outlines some alternative tax-efficient investments to consider. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk
Is Donald Trump to blame for the recent slump in emerging markets and how can you position your portfolio to benefit from Trumpflation? Plus why foreign currency ETFs could leave you paying something for nothing. IC deputy personal finance editor Kate Beioley is joined by Adrian Lowcock, investment director at Architas, and personal finance writer Emma Agyemang to discuss the markets and your money this week. See acast.com/privacy for privacy and opt-out information.
On this week's show the team discuss whether unloved financials could be a source of good returns, ask why Deutsche Bank has delisted its Gilt ETF range (and what you could turn to instead) and check in with the row over Lifetime Isa exit fees. Deputy personal finance editor Kate Beioley and personal finance writer Emma Agyemang are joined by Adrian Lowcock, head of investing at Architas. See acast.com/privacy for privacy and opt-out information.
On this week's show deputy personal finance editor Kate Beioley asks Adrian Lowcock, head of investing at AXA Wealth, if the recent liquidity problems that have affected property funds could also hit the bond sector. The team also provide an update on one of the funds that had had to suspend investor redemptions – M&G Property Portfolio – and explain why business property relief investments can be a good way to mitigate inheritance tax. See acast.com/privacy for privacy and opt-out information.
On this week's show the team discuss whether high-yield bonds are worth the risk, how to get a secure yield from UK equity income and why pensions freedoms are not necessarily a good thing for investors. They are joined by special guest Adrian Lowcock, head of investing at AXA Wealth. See acast.com/privacy for privacy and opt-out information.
The opening of 2016 has seen markets recording their worst weeks for many years setting the question of whether these setbacks will lead to a global economic recession. Investment reporter Valentina Romeo speaks to M&G fund manager Stephen Andrew and Axa Wealth head of investing Adrian Lowcock to understand why a recession isn’t likely to happen anytime soon.
Personal finance editor Moira O'Neill, reporter Kate Beioley and deputy personal finance editor Leonora Walters talk holding cash in retirement, investing in smaller companies and the ongoing issues at the Investment Association. They are joined in the studio by special guest Adrian Lowcock, head of investing at AXA Wealth and Mike Prentis, manager of Blackrock Smaller Companies Trust. See acast.com/privacy for privacy and opt-out information.
On this week's show Moira O'Neill and the team are joined by Adrian Lowcock of AXA Wealth. They look at investing in gold and why younger investors aren't capitalising on their tax-efficient wrappers. See acast.com/privacy for privacy and opt-out information.