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10 Years On: Best Performing Sectors and Funds Since the Collapse of Lehman Brothers

By Corporate

The collapse of Lehman Brothers on 15th September 2008 was a key milestone in the global financial crisis, teaching investors a painful lesson that nothing is too big to fail. It also provided opportunities; to buy stocks at the bottom and to benefit from what we now know to be the longest bull market run in history.  So, which were the best performing sectors and funds in the decade since the collapse of Lehman Brothers, and why? Here, FE’s research manager, Charles Younes, takes a look at the FE data.

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UK Equities most researched funds amid Brexit uncertainty and threat of ‘no deal’

By Corporate

With a ‘no deal’ Brexit looking to be a strong possibility, investors are likely feeling anxious about how to position their portfolios. In light of this, we have used FE’s unique Market Intel (MI) tool to see which Investment Association (IA) funds and sectors advisers have been researching recently, as well as the period leading up to the referendum and the two years since (July 2015 to July 2018).

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Cazenove Capital and Parmenion among latest DFMs to commit to model portfolio transparency through FE Transmission

By Corporate

LONDON, 06 AUGUST 2018: Cazenove Capital, Openwork, Parmenion and Sarasin are the latest model portfolio providers to join FE Transmission, the service which enables advisers to access underlying portfolio data and conduct detailed analysis on the providers they work with.  

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Interest rate rise should not deter investors from UK Gilts

By Corporate

Charles Younes, FE research manager    

In May, the Bank of England was poised to raise interest rates but decided to hold off at the last moment after a slew of disappointing data. During an April interview with the BBC, Carney reset the expectations for UK Gilts investors, as he was “conscious that there are other meetings over the course of this year.”

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UK Gilts maintain sector dominance in latest FE Passive Crown rebalance

By Corporate

  • Blackrock (iShares) tops groups table

LONDON, 1 AUGUST 2018: FE, the leading UK investment ratings and research agency, today announced that almost half (46%) of UK Gilts funds and a third of both North American Equities (31%) and Emerging Market Equities (30%) funds achieved the highly-prized five FE Passive Crown Rating at the latest rebalance, whilst no Index-linked Gilts or Sterling Corporate Bond funds achieved the top accolade for a second rebalance in a row.

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China and Asia ex Japan top the sector charts in latest FE Crown Ratings rebalance

By Corporate

  • 40.5% of IA China and IA Asia Pacific ex Japan Funds are 4 or 5 FE Crown rated
  • BlackRock and Schroders share top group spot
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Europe excluding UK dominates both football pundits’ and investors’ list of favourites heading into the World Cup

By Corporate

With the World Cup underway, pundits have been tipping many European teams such as Germany, Belgium, France and Spain as favourites, whilst expectations for the UK’s only qualifier - England – are much more modest. Here, we take a look at how this dominance of European teams mirrors the current investment landscape.

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FE wins place in league table of Britain's fastest growing international sales firms

By Corporate

LONDON, 11 JUNE 2018:  FE, the leading provider of investment data, research and software to the financial services industry, announced today that it has been ranked at 102 in the annual Sunday Times HSBC International Track 200, a league table which ranks Britain’s mid-market private companies with the fastest growing international sales.

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Risk mapping processes exposing advisers to unintended risk, FE survey finds

By Corporate

LONDON, TUESDAY 29 MAY 2018:  Advisers may be inadvertently exposed to business risk and regulatory action by not verifying that their risk mapping tools are fit for purpose and connect logically together, FE’s annual report into financial advice in the UK, has found.

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FE provides new approach to calculating the impact of all costs on portfolio returns

By Corporate

LONDON, 22 May 2018: FE has today announced the launch of the FE Analytics+ Reduction in Yield (RIY) Calculator, a tool that offers advisers a simpler, more efficient approach to assessing the impact of costs on future returns, in the form of a single figure, rather than relying on projections from product providers.

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