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Is it the end for passive outperformance?

Over the past five years, investors have only had to be ‘in it to win it’. They haven’t needed to be particularly skilled, or find the right companies, or even be any good at asset allocation, an index investment in both bonds and equities has served them pretty well. Is this about to change?

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Broomer’s blog: our latest outlook

Markets have made strong upwards progress so far in the year, though unlike in prior years earnings growth is coming through sufficiently strong to keep multiples stable. This is providing some comfort to us though we do wonder how long this EPS spurt can persist.

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Red faces at the Beeb: How to ensure you pay fairly

There will be some red faces at the BBC report after the publication of top stars’ salaries.

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A welcome pause in life expectancy rises

Increases in life expectancy are stalling, after 100 years of continuous progress, according to new research from University College London. There has been much hand-wringing about why this might be – is it the legacy of austerity? Or the obesity crisis? Or have we simply reached the outer limits of the human lifespan? Either way, it has implications for investors.

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What does the "rise of the robots" mean for asset prices?

The world could be heading for a dystopian or booming future thanks to the incredible advances being made in automation. Schroders’ fixed income strategist Alice Leedale looks at the robot age and what it might mean for investors.

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The Matryoshka Principle, dolls and modelling your business (Part 1)

In part one of his four part series, Karl Dines, Head of Business Consultancy and SimplyBiz, explores how the Matryoshka Principle can be translated in the advice process to create a robust business model.

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The role of mentoring

Mentors are useful in building a career, but hanging off someone like a love-sick Labrador is not likely to improve your career. How can you forge effective mentor/mentee relationships?

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Is Smart Beta Profitability on the Decline?

Smart beta ETFs have grown in popularity, in combination with the rise of passive investing. This month we examine whether the best days of smart beta are in the past, and whether the inflows into these products have reduced the alpha that is available to investors? We find some evidence that returns have declined, especially for traditional factors such as value and momentum, and that this decline appears to be most pronounced in the US market and is less marked in Europe. 

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The perils of market timing?

People have long thought that market timing was tough, but now a new study from Morningstar seems to prove it. The first UK Mind the Gap study shows that the average investor returns are lower than the reported returns on a fund.

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Why are people talking about a crash?

Investors are increasingly nervous. Valuations are high, volatility is low and there are plenty of geopolitical risks on the horizon. Veteran investor Jim Rogers has started to predict a major crash, and for some it’s just around the corner.

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