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Latest News - Shunil Roy-Chaudhuri

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.

MPS lowdown: Why Brewin remains confident in US shares

The head of fund research remains overweight equities, despite his belief the economic cycle is coming to an end, but he remains cautious over bonds

Video pick
8 Comments Play AJ Bell CEO: there will be six more months of replatforming pain

AJ Bell CEO: there will be six more months of replatforming pain

IFAs will have to endure another half year of replatforming trouble by provider-owned platforms, Andy Bell has said.

2 Comments Play Asset managers: 'There is going to be a distribution revolution'

Asset managers: 'There is going to be a distribution revolution'

In footage not used in our original CEO tapes videos, five CEOs discuss how distribution will change in the future. Will 'distribution' be revolutionised by technology the same way that Spotify changed music or the Kindle changed publishing?

NMA Profile
Adviser profile: Simon Lister and Craig McClurg of ML Financial Associates

Adviser profile: Simon Lister and Craig McClurg of ML Financial Associates

For Simon Lister and Craig McClurg, setting up ML Financial Associates was an easy decision because of their unbreakable bond.