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Latest News - Shunil Roy-Chaudhuri

The next Amazon or Google? Behind private equity trusts

When considering equities as an asset class, we almost exclusively think of quoted equity companies. Private equity companies are usually overlooked, as they are not available to general investors, but they can be invested in through trusts.

Managed portfolios: Lowered equity exposure for Brown Shipley

Having been overweight equities last year, Brown Shipley has reduced its exposure to the asset class this year. Key to this decision is the rise in equity markets and in volatility during 2018.

Leap of faith: the trouble with judging absolute return risk

Complex investment strategies and lack of a reliable benchmark make it hard to gauge the true risk of these funds.

Managed portfolios: Brooks Macdonald backs tech to triumph while Webster-Smith trims UK position

The fund selector sees opportunities in Japan and Europe, but remains cautious on high-yield bonds

AFH Financial's shares up 10% on half-year results

Rises in revenues and earnings per share underpin a strong performance from the Midlands-based business

The story behind Transact's soaring share price

As Transact platform owner IntegraFin is promoted to the FTSE 250, we ask what has supported the meteoric rise in share price since it floated in March this year.

Detective work discovers Dimensional doppelganger in Destination account

The New Model Adviser® team reveals how their robo-advice investments have fared in the past 12 months. Investment editor Shunil Roy-Chaudhuri who invested via Destination Financial Planning made an odd discovery.

‘Ignore them at your peril’: GAM's Hepworth on tech companies

But he has reduced exposure to the UK, trimmed back on the US and avoided western sovereign debt

Manager interview: 7IM's search for the sweet spot between active and passive

Alessandro Laurent applies rigorous stock selection rules to create well-diversified portfolios in his Seven Investment Management Equity Value funds

Are high-yield bonds junk?

Multi-asset managers are divided on the merits of sub-investment grade credit.

Video pick
1 Comment Play 'An irrelevant and dangerous question': Train on rates fears

'An irrelevant and dangerous question': Train on rates fears

Finsbury Growth & Income manager gives short shrift to argument higher interest rates will erode the value of big consumer brands he owns.

18 Comments Play ‘I couldn’t define it’: We quizzed City workers on guidance vs advice

‘I couldn’t define it’: We quizzed City workers on guidance vs advice

We took a camera to the streets to ask City workers whether they understand the difference between financial advice and financial guidance. The results speak for themselves.

NMA Profile
Adviser profile: Steve Buttercase of Verve Investment Planning

Adviser profile: Steve Buttercase of Verve Investment Planning

After overcoming the loss of his father and fighting depression, Steve Buttercase is now on a mission to help clients find happiness at Verve Investment Planning.