DISCUSS

Content to inspire and start conversations.

 

At DISCUS, we’re here to keep you informed and up-to-date on the outsourced investment market. We feel passionately about helping advisers and other professionals to deliver an exceptional client experience, which starts with finding the right partners to support you in your business. On these pages you will get to know our discretionary manager partners and have the ability engage in conversation. Use the comments section to give us your thoughts and feedback. We’re building the DISCUS offering around you, so be sure to have your say.

ESG: Rules of engagement

With unsustainable business practices in the public eye, environmental, social and governance (ESG) considerations are becoming ever more important to companies, says Jessica Craven, Head of Responsible Investment at commodity trade finance specialists Kimura Capital...

A price for everything

It is often written that “uncertainty creates opportunity”. While this sounds trite, it is nevertheless true. Uncertainty can create opportunity through low prices. All investors know that Brexit has effected the UK equity market negatively; this is not however a one...

Good ethics is good business

Financial professionals are familiar with regulatory compliance requirements, including policies on treating customers fairly, anti-money laundering, data protection and anti-bribery. Professional bodies also have codes of conduct. However, following past financial...

6 ways to get women investing

We recently posted this article Why Aren't Women Investing? to share new research presented by Canaccord Genuity Wealth Management. Since then, I've had a number of conversations with people right across our profession to explore how we can address this important...

Multi-asset investing and the Green Cross Code

As investment managers we are an inherently risky business. We need to understand the risks we’re taking and, where possible, try to hedge against risks we’re concerned about. Going down this rabbit hole can take you into the realms of the known knowns, known unknowns...

Should investors listen to Trump?

Once upon a time, the world looked simple. As long as economies were undisturbed by the whims of politicians, people thought the pie would grow to everyone’s benefit. Politicians, for their part, used to go along with this. The hands-off approach to managing the...

Adopting a ‘risk first’ investment approach

If you were given a blank sheet of paper to design an investment management business that works solely with financial advisers, you might come up with something pretty close to Alpha Beta Partners’ model. A relatively new entrant to the discretionary fund management...

Why aren’t women investing?

Recently, Canaccord Genuity Wealth Management undertook research to test the hypothesis that women don’t invest in the markets (stocks, shares and bonds etc.) as much as men. With more than a third of high net worth women (35%) saying they don’t have an investment...

How to nurture a healthy culture in your business

Those who regularly read my posts will know I've spent the last few weeks on the road, presenting at the AdviceTech event series. Over that time I've had numerous conversations with advisers and a common theme started to emerge: how to cultivate a healthy corporate...

Is it time to rethink your HNWI marketing strategy?

Over the last five years, there has been a surge in the number of financial advice firms launching services for high net worth clients. While there is a clear rationale for targeting this attractive client segment, time and time again I see the same mistakes when it...

Cash is not King

The Yahoo! Finance headline just after Christmas was quite clear: ‘The sexiest investment for 2019: Cash.’ Thus far, the article could hardly have been more wrong. Year to date, global equities have gained about 15%, while cash has made hardly anything. Not so sexy...

It’s as easy as ‘ESG’

Sustainable investing is gaining increased attention and the number of available investment products has proliferated. GAM Investments’ Julian Howard considers how such approaches could be incorporated into a diversified investment portfolio. Sustainable investing...

Video: Abbie’s interview at 7,000 feet

The edict I live by is ‘never have any regrets’ - so whenever an opportunity comes along, I grab it with both hands. This approach to life is what landed me in London 15 years ago with my very new boyfriend, no friends, family, job or place to live, in a country some...