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.

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...

How is Alpha Beta so cost competitive?

Those who regularly read our content will know how much we adore video content at DISCUS! That's why we're delighted to share this video instalment from Shahid Chaudhri, Chief Investment Officer at Alpha Beta Partners. In this short clip, Shahid describes why Alpha...

What’s in a price?

For most people, their home is their largest asset (refer to this recent article). Yet, how many people get daily or monthly appraisals for their homes? And if this information was readily available, would it do anyone any good? Imagine if your home traded like an...

Is DFM worth it?

Given that the proportion of advisers adopting a DFM is expected to swell to around 60-70% over the next few years, uncovering concrete facts about the real effect a DFM had on revenue, business models and client relationships seemed increasingly important. The lack...

How to profit from a change in markets

At Ruffer we spend a lot of our time thinking about how things could go wrong. It’s a function of our design. We have a single investment strategy focused on capital preservation and steady growth, not chasing short term trends. Rather than trying to be absolutely...

How can investors fight climate change?

It feels like this past month, we have witnessed an unprecedented level of public concern about climate change. Thousands of children are striking during school hours to get the attention of the older generations in power, through the #fridaysforfuture movement....