The latest news from Wealth Adviser
Not displaying correctly? View this email in your browser
  Wealth Adviser logo
NEWSLETTER | 3 Jul 2020  
header feature image

Brits aiming to stash not splash the cash, post-lockdown

The effects of the coronavirus continue to be felt across the financial world with news this week from Broadridge Financial Solutions that assets under management in model portfolios dropped to USD3 trillion at the end of Q1 2020, down from a record high of USD3.5 trillion in Q4 2019 as a result of the wider selloff related to Covid-19.  Adviser-led model portfolios (53 per cent), grabbed the lion’s share of assets followed by home-office model portfolios (30 per cent) and third-party model portfolios (17 per cent), while ETF model portfolios now account for 43 per cent of all assets, up from 36 per cent in Q1 2018.

Staying with the theme, Franklin Templeton announced that 12 of its outcome model portfolios are now available through the Envestnet platform. The suite includes five strategies that prioritise generating income, four that seek a level of capital appreciation, two aimed at protecting assets from meaningful loss, as well as a strategy geared toward protecting assets in a rising interest rate environment.

New research from eToro meanwhile, suggests that while lockdown has restricted personal freedoms, it has also boosted the personal finances of some Britons. The company says that many workers have been able to make substantial savings on travel and other daily expenses while working from home, totalling a combined GBP75.5 billion in Q2 2020. And this new-found savings habit could be here to stay with 42 per cent saying they intend to continue stashing rather than splashing their cash after lockdown is lifted.

And its active not passive funds that are attracting the majority of new UK savings, according to the Investment Association, with active funds seeing net sales of GBP3.5 billion May, more than double the net retail sales of tracker funds, which saw GBP1.3 billion in inflows.

Finally we, also have news of how niche investments including rare coins, whisky and art are gaining traction with those looking for an alternative to traditional opportunities. Perhaps the most unorthodox of all though is Lego, which according to Google AdWords, saw 260 online searches as an alternative investment in May alone, presumably by those pursuing a buy and build strategy…

Wealth Adviser
 



 
Model portfolio market ends Q1 2020 with USD3tn in AUM
Thu | 2 Jul 2020, 15:02
A new report from Broadridge Financial Solutions has revealed that there were USD3 trillion in assets under management (AUM) in model portfolios at the end of Q1 2020. 
  READ MORE  >
Franklin Templeton model portfolios now on Envestnet platform
Thu | 2 Jul 2020, 15:02
A suite of a dozen Franklin Templeton outcome model portfolios are now available through the Envestnet platform. 
  READ MORE  >
Brits set to accumulate GBP75bn in lockdown as new ‘money revolution’ begins
Thu | 2 Jul 2020, 15:02
Britons with unspent discretionary income are set to accumulate GBP75.5 billion in savings in just three months as lockdown sparks a ‘money revolution’, according to eToro.
  READ MORE  >
Active funds lead as retail sales near GBP5bn
Thu | 2 Jul 2020, 15:02
UK savers put GBP4.7 billion into retail funds in May 2020 building on the positive fund flows in April, according to latest figures published today by the Investment Association (IA). 
  READ MORE  >
Advisers’ DFM use set to increase by 20 per cent, says Nucleus census
Thu | 2 Jul 2020, 15:02
Advisers increasingly want to focus on financial planning rather than spend time on investment decision-making for clients, according to the latest annual adviser census from adviser-built wrap platform Nucleus.
  READ MORE  >
Rare coins, whiskey and art investments gain traction amid uncertainty
Thu | 2 Jul 2020, 15:02
As Brits contemplate an inevitable economic downturn due to Covid-19, many have started to explore how best they can grow their personal finances to safeguard their future. One of the primary considerations to do so has been making investments.
  READ MORE  >
Fine wine investment app launches in Europe
Thu | 2 Jul 2020, 15:02
Vindome – Smart Wine Investments has launched a dynamic online wine trading platform for investors, collectors and fine wine enthusiasts.
  READ MORE  >
Global ETF launches 15.06-02.07.20
Thu | 2 Jul 2020, 15:02
This week’s new launches include a fund that provides investors with access to one of the few sectors to have benefited from the coronavirus pandemic, the Direxion Work From Home ETF, which is based on a Solactive index, as are Hamilton ETFs’ latest offerings covering the Australian and Canadian banking sectors. Elsewhere, Toews Corporation launched a family of Agility Shares ETFs, while Pacer ETFs added four new funds to its offering…
  READ MORE  >
 
MORE NEWS STORIES  >
 
  IN MY OPINION
algochain allan lane headline.jpg

The spectre of further market volatility haunts investors as they look for income

After the mother of all market selloffs in March and the mother of all market rebounds in April, it is long overdue to survey the debris that some investors might mistake for a well-constructed portfolio. As an income investor one should really ‘beware the Ides of March’ and in this article I will review four sources of income and the risks that come with that territory.

 
READ MORE  >
Linkedin
Twitter
Facebook

Copyright © 2020 All Rights Reservered

About | Disclaimer

Unsubscribe me from the list