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Is a quant-only investment strategy enough?
Is a quant-only investment strategy enough? The great and necessary question posed by Portfolio Adviser in a recent article Could Quants save advisers from the ‘cult of star managers’? has led us to...
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Brexit Boon
You’d have to be dead in a ditch not to know of the political maelstrom that is sweeping the country in the name of Brexit. With shadowy Downing Street figures pulling the strings. Conservative...
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Is PROD just another box ticking exercise
Designed by the FCA to ensure compliance with MIFID II, PROD – or the ‘Product Intervention and Product Governance Sourcebook’ to give it its full name – is part rulebook, part template and to date...
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Both sides of the coin
Both sides of the coin This article looks to recap on the highs and lows of 2019 and what we can learn from what we have seen and heard across the industry. Against a strong and stable market backdrop...
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What is PROD?
Living with PROD Where would regulators be without their acronyms? Nevertheless, PROD has potentially far-reaching consequences for your business. Understanding your shared responsibilities with...
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Virus vs Markets
Virus vs Markets There is an unfortunate history of epidemics around the world, with Coronavirus being the most recent outbreak. Since 1981, there have been 13 major cases recorded globally, with the...
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Moneyinfo tech events
Think about advice differently. Discover how a new breed of technology suppliers are reinventing traditional advice processes. Learn how these companies are providing an innovative approach to...
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Postcards from an adviser: What we can learn from the past
Reflecting on the past to build the future What I’m writing to you about today is what we can learn from the past, what our traits are as human beings and what the future might bring. Or put another...
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Buy low. Buy high. Just keep buying!
Buy Low and Buy High: Don’t time the market, you’ll miss the good stuff ‘Buy low and sell high’ is possibly the oldest and most famous adage in investing. The panacea of making money in the stock...
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A good time to be diversified
A good time to be diversified With markets in disarray, and uncertainty the dish of the day, diversification may be one of the only friends we have. As the saying goes, ‘there is no free lunch in...
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In the age of technology, AI and machine learning, do market insights still...
In this article we question the reliance on market research and analysis by the investment industry and advice market. As technology develops, opinion matters less and the facts build the only story...
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Market Overview – April 2020
Market Overview – April 2020 2020 began in optimistic fashion. Trade tensions seemed to be easing between China and the US. Economic growth appeared to be picking up in Europe and Asia. And fund...
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Spotlight on technology
Spotlight on… Technology with Neil Harding, Clever’s Lead Developer Neil Harding, Lead Developer at Clever talks tech with us and about the past, present and the future. Q: When did you join...
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When will things recover?
Although at times distressing, the ups and downs of investing are simply part of the journey and something any good financial plan will consider. It is always very difficult to approximate when things...
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The emotions behind investing
I'm an investor. Get me out of here!As individuals, we each have a unique approach to investing. Yet many of us are unaware of how our behaviour and our biases can affect our financial goals. In times...
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CleverMPS and ATEB connect on suitability
CleverMPS and ATEB connect on suitabilityCleverMPS is the first model portfolio service to integrate with ATEB Suitability as part of ATEB’s recently upgraded service. The new Clever content...
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Spotlight on Portfolio Management
Spotlight on… Portfolio Management With Anthony Walters, Co-Portfolio Manager & Quant Analyst Could you give us a little background about yourself and how you came to be at Clever? I’ve spent my...
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Are you a ‘prisoner of indecision’?
It’s ‘time to stop the timing’, escape the prison of indecision & reap the benefits of pound cost averaging. While investment markets fluctuate wildly, almost on a daily basis, and doom and gloom...
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Client Satisfaction Survey – The Results
Client Satisfaction Survey – The ResultsKeeping up to date is key to staying ahead of the game, and the recent results of our first ever client satisfaction survey have given us a deep dive into the...
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Value investing – where did the value go?
Value investing – where did the value go?It’s no secret that the last 20 years have been a troubling time for Value investors. Historically championed by some of the best and brightest in the...
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