Rebecca Tomes
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Why the sequence of your returns matter – and how to guard against the risk it presents
When markets are volatile, investors need to pay close attention to the sequence of their returns, particularly if they are taking an…
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Mazars’ George Lagarias: A watershed moment for risk
George Lagarias, chief economist at Mazars, comments on modern warfare and its impact on economy, tech regulation and cryptocurrencies. Modern wars can…
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Invesco’s Paul Jackson: The economic and market consequences of war
Paul Jackson, Global Head of Asset Allocation Research, Invesco We analyse four potential ways in which the invasion of Ukraine could impact…
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Baronsmead VCTs secure further £75m in oversubscribed fundraise
Baronsmead Venture Trust plc and Baronsmead Second Venture Trust plc (the Baronsmead VCTs), managed by specialist alternative asset manager Gresham House, have…
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The funds and trusts that have made an ISA million
14 funds and 22 investment trusts would have turned investors into ISA millionaires, based on investing a full ISA allowance since 1999…
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7IM appoints Jana Sivananthan as new Chief Risk Officer
7IM has expanded its Executive Committee (ExCo) with the appointment of Jana Sivananthan, who will take on the newly created role of…
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Investors call for action on climate change and diversity ahead of AGM season
Climate change and diversity will be top of mind for investment managers during this year’s AGM season, according to the new expectations…
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Old Mill enhances later life offering by achieving STEP Advanced Certificate in Advising Vulnerable Clients
Financial experts Old Mill has enhanced its later life offering with a new professionally accredited advice service for vulnerable clients. Andy Page…
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The Dangers of Investing Using the Rear-view Mirror
By Chris Metcalfe, Investment Director at IBOSS Asset Management Genuine inflection points in markets occur relatively infrequently, but when they do, investing…
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PFS members call for collaboration
The Chartered Insurance Institute has published the findings of the Shaping the future together consultation, which encouraged members and stakeholders to have…
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