24 February 2020
The Rfolios Weekly Broadcast - will QE cause Japanification of the UK?
The Rfolios Weekly Broadcast - will QE cause Japanification of the UK?
11 February 2020
The Rfolios Weekly Broadcast - Fundamentals, Valuation, Sentiment and Coronavirus
The Rfolios Weekly Broadcast - Fundamentals, Valuation, Sentiment and Coronavirus
10 February 2020
The RSMR Monthly Fund Update - the new recruits from our January review
The RSMR Monthly Fund Update - the new recruits from our January review
6 February 2020
The Rfolios Weekly Broadcast - will London remain the world's banker after Brexit?
The Rfolios Weekly Broadcast - will London remain the world's banker after Brexit?
30 January 2020
The Rfolios Weekly Broadcast - zeroing in on liquidity
The Rfolios Weekly Broadcast - zeroing in on liquidity

There's no shortage of knowledge at RSMR! Each week we get our heads together and talk about events in the world and how investments are affected by them. Our broadcast tackles a wide range of topical issues facing investors from liquidity to the future of alternatives to politics and the pound. We like to think of it as cracking content for the financial adviser. Have a read & get clued up...

  

8 January 2020
The RSMR Monthly Fund Update- the new recruits from our December review
The RSMR Monthly Fund Update- the new recruits from our December review
3 January 2020
To celebrate 15 glorious years of RSMR we're investing in a sustainable future...
To celebrate 15 glorious years of RSMR we're investing in a sustainable future...

RSMR was founded in 2004 by Ken Rayner, Caroline Spencer and Geoff Mills. With backgrounds in investment, operations and marketing, the goal was to combine their knowledge and expertise to provide outstanding investment research and analysis to the UK advisory community. 

2 January 2020
Sustainable investing - trends & challenges
Sustainable investing - trends & challenges

In 2004, then UN Secretary-General, Kofi Annan, wrote to the CEO’s of significant financial institutions and a group of the world’s largest institutional investors to ask them to take part in an initiative to integrate Environmental, Social and Governance (ESG) practices into capital markets. 

2 January 2020
Influence and ambition
Influence and ambition

Growing our presence by welcoming new users to the Hub is a crucial area of focus for us. We gained over 500 new users in 2018 and we’ve attracted just short of 600 advisers in 2019.

10 December 2019
Pushing yourself to the limit and achieving great things
Pushing yourself to the limit and achieving great things

Derek Stewart is a survivor, an extraordinarily driven individual and a very lovely man. I met Derek at our recent conference, he had no idea we were going to ask him to talk to the room about his 200-mile Tahoe endurance run and his remarkable commitment to Maggie’s Cancer Care Centres, but he stepped up to the challenge and delivered a fascinating and inspirational talk about his incredible achievement and his determination to raise as much money as possible for Maggie’s.

26 November 2019
The R Award winners 2019...
The R Awards winners 2019...

We’ve been hosting conferences since 2014 and take great pride in creating the most remarkable and informative day possible for all our attendees.

31 October 2019
The RSMR monthly fund update - the new recruits from our October review
The RSMR monthly fund update - the new recruits from our October review

Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval. 

 
22 October 2019
A political panorama with Ed Balls
A political panorama with Ed Balls

As part of the RSMR conference evening event, Ed Balls gave us his take on monetary policy, Eurozone issues and the future of Britain. 

16 October 2019
The RSMR Harrogate conference 2019: Andrew Stobart's mastery on Asia & emerging markets
The RSMR Harrogate conference 2019: Andrew Stobart's mastery on Asia & emerging markets

Andrew Stobart has far reaching knowledge of global investments with significant expertise in Asia and Emerging Markets. He is also an investment manager for an ex-US International Equity product. Andrew is a key member of the firm’s Mental Health Group and an active advocate of mental wellbeing in the workplace.

9 October 2019
The RSMR Harrogate conference 2019: Simon Edelsten's insightful tour of global equities
The RSMR Harrogate conference 2019: Simon Edelsten's insightful tour of global equities

Simon Edelsten is passionate about growing real wealth by investing in high quality stocks worldwide and we welcomed his insightful tour of global equities to the RSMR podium.  

 

7 October 2019
The RSMR Harrogate conference 2019: Colin Morton talks UK investment
The RSMR Harrogate conference 2019: Colin Morton talks UK investment

Colin Morton is one of the longest standing fund managers in the UK, with more than thirty years' experience. Not surprisingly he has serious knowledge of the UK marketplace and is the perfect speaker on UK investment.

2 October 2019
The RSMR Monthly Fund Update- the new recruits from our September review
The RSMR Monthly Fund Update- the new recruits from our September review
30 September 2019
Justin Onuekwusi, one of London's most influential people of 2019, took the floor at our Harrogate conference
Justin Onuekwusi, one of London's most influential people of 2019, took the floor at our Harrogate conference

Justin Onuekwusi, recently named in the Evening Standard's Progress 1000 as one of London's most influencial people in 2019 for Fintech & banking, is very highly regarded in the investment world and a big advocate of diversity and inclusion in the workplace. Justin has always supported our conferences and we are privileged to have such a great speaker at another of our events.

25 September 2019
The Be More Responsible Roadshow from BMO Global Asset Management
The "Be More Responsible" Roadshow from BMO Global Asset Management

6 UK-wide venues from 5th to 7th November  

BMO launched Europe’s first SRI fund in 1984 and have won 3 awards in 2019 alone for responsible investing. BMO have over 1250 engagements across 665 companies, spanning 46 countries. 

23 September 2019
Playing the weighting game
Playing the weighting game

The Pariah stock market

Ever since the UK voted to leave the European Union in the summer of 2016, global investors have looked upon the UK as a pariah stock market with almost continual and indiscriminate selling. A recent survey by Bank of America Merrill Lynch of over 200 global fund managers, found that the UK was the least favoured of the global markets, with a net 28% underweight. Fundamental valuation analysis doesn’t seem to have played a part in this judgement, with a sentiment-driven approach linked to the expected impact of Brexit being much more likely.