Chloe Gronow
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Energy resilience: The next long-term investment theme
Ben Leyland, senior fund manager of the J O Hambro Global Opportunities Fund, examines how the conflict in Iran and disruption through…
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What the wave of upcoming mega-cap IPOs means for markets
Garry White, chief investment commentator at Charles Stanley, part of Raymond James Wealth Management, examines the surge in mega-cap flotations expected to…
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A view on the ground: what makes an effective BDM?
Andy Matthews APFS, senior business development manager at RBC Brewin Dolphin, reflects on what advisers really value from BDM relationships in an…
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Property rich, pension poor: Gen X ‘sleepwalking’ into retirement shortfall
Those born between 1965 and 1980 – the so‑called Generation X – risk “sleepwalking” into an inadequate retirement, despite higher exposure to…
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Investors risk missing out on long-term growth when suitability is reduced to Attitude to Risk
Oxford Risk, the leading behavioural finance fintech serving wealth managers, advisers, banks, and pension providers, today publishes new research revealing that standard…
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Culture lever: What advice firm owners can actually do this quarter
Jenny Segal, chief investment officer, actuary, workplace culture expert and author of the On Motivation series, examines why so much workplace culture…
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Ten things you may have missed in the Pensions Commission report
Last week the government’s revived Pensions Commission published its interim report, warning that around 15 million people are undersaving for retirement. Other key…
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Middle East tensions rise as AI boom keeps chip stocks surging
Susannah Streeter, chief investment strategist at Wealth Club, examines the weaker mood in markets as renewed tension in the Middle East, higher…
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Calculating the active advantage in fixed income | PIMCO
Have passive investors in fixed income been leaving money on the table? In this analysis, Marc Seidner, CIO Non-traditional Strategies and Mohit…
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Pension transfer times achieve 10-day mark in early 2026
Average simple pension transfer times on the Origo Transfer Index (OTI) have hit the 10-day mark for the first time since September 2024. According to the latest figures from Origo, simple transfers were completed in…
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