Jacqueline Wilson
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Investment Association sets out roadmap to unlock private market capital to drive European growth ambitions
The Investment Association (IA) – the trade body for the UK investment management industry – today launched its Foundations of Growth report, setting out…
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Rathbones: Portfolio management load cuts growth of IFAs by up to 20% firms say
UK financial advisers believe their current focus on portfolio management is costing them new business and hindering their ability to help people…
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Average retail investor more than £8,000 better off by staying the course after Trump’s ‘Liberation Day’ market shock
In the week of President Trump’s visit to the UK, new research from investment platform Lightyear shows that the average retail investor would be…
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A multi-asset roadmap for navigating complexity in 2025 and beyond
As geopolitical volatility, rising tariffs and shifting monetary regimes challenge long-held investment assumptions, how can financial advisers help clients build resilient, forward-looking…
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AJ Bell: ISA use hits 13-year high as savers rush back to cash
ISA contributions hit a 13-year high in 2023/24, with savers adding £28bn to Cash ISAs and parents putting over £1bn into Junior…
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Cash ISAs subscriptions rise, but many risk missing bigger investment returns
Analysis from St. James’s Place, based on HMRC’s latest savings figures, shows cash ISA subscriptions rose 26% in 2023/24, while stocks and…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cuts. Rachael…
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Morningstar: Italy is Europe’s priciest active fund market
Morningstar has released its European Fund Fee Study, alongside a Regulatory Landscape, spotlighting the changes shaping the investment industry and the challenges…
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Robeco publishes 5-year Expected Returns, predicts ‘Stale Renaissance’
Robeco sees AI-driven productivity rising, yet constrained by energy, policy, and geopolitical limits. Three scenarios highlight opportunities in emerging markets, commodities, and…
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Three in five UK savers avoid investing because it feels too risky
Three in five (60%) UK savers avoid investing because they believe it’s too risky, according to new research from investing and trading…
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Rathbones: Charities shifting investments to active strategies to mitigate market volatility
Most charities plan to shift more capital toward active investments in volatile markets and move their portfolios toward equities and alternatives over…
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End of ‘De Minimis’ may have far-reaching impact for brands with US customer base
President Trump’s new “Tariff Board” has already triggered confusion and legal battles, but, as Julian Wheeler, US Equity Specialist & Partner at…
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AJ Bell: Fund managers pile back into the US as UK and Europe risk being left behind
The latest BofA Global Fund Manager Survey shows investors making a second major rotation this year. After moving out of the US…
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Savers face pressure as average returns stay negative says Moneyfacts
Savings rates remain under sustained pressure, with average returns continuing to lag inflation despite a wide choice of products in the market.…
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Across thin ice: What Sir Ranulph Fiennes can teach investors about risk and decision-making | Fund manager insight from Marlborough’s Edward Kennedy
What can investors learn from the world’s greatest living explorer? In this guest blog for IFA Magazine, Edward Kennedy, Head of Marlborough’s…
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Listed infrastructure: You shall go to the ball! Marlborough’s Tim Humphreys makes the case for listed v unlisted securities
Listed infrastructure has long been cast as the overlooked sibling in the infrastructure debate, overshadowed by the glamour of private markets. But…
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Aberdeen Wrap awarded ‘A’ financial strength rating by AKG for eighth consecutive year
Aberdeen Adviser, provider of the UK’s second largest adviser platform by assets, has retained an ‘A’ rating for financial strength for its…
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Pricing Power: How quality Japanese equities will rise above tariff turmoil
When it comes to Donald Trump, uncertainty is part of the package. That said, even by his own standards, the US president…
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Vanguard launches new Global Government Bond Index Fund
Vanguard has reported the launch of the Vanguard Global Government Bond Index Fund. The fund is the 7th fixed income fund launched by Vanguard in Europe this year…
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‘Fears over Budget tax changes and new pensions IHT rules lead to surge in people accessing the biggest pension pots’ – Steve Webb, LCP
New figures out today from the FCA show that in the 12 months to March 2025 there was a surge in people…
