Sue Whitbread
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U.K. falls out of the top ten global markets for financial inclusion, according to Global Financial Inclusion Index from Principal®
Financial inclusion is an important lens through which investors can assess the underlying economic resilience of a market and its growth prospects…
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BNY Investments’ Richard Parkin reminds firms of need for action in retirement planning advice and assessing risk, following FCA portfolio letter to advisers on future priorities
Earlier this week, the FCA sent advice firms a letter detailing areas it will be focusing on over the next two years.…
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Private markets | A hard sell, but, asks JB Beckett in his latest guest blog, are distributors confusing ‘democratisation’ with liberalisation?
With top down policy noises coming out of the Treasury, the sentiment that investing in both the U.K. whilst simultaneously addressing areas…
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AJ Bell’s Mike Summersgill urges Chancellor to commit to pensions ‘tax lock’ to deliver long-term stability for savers
Chancellor Rachel Reeves should use her first Budget coming up in just a few weeks’ time, to make a long-term commitment to…
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US election update | According to Franklin Templeton’s Stephen Dover, ‘uncertainty reigns’
With less than five weeks to the November 5 polling date, the US presidential as well as Senate and House majority outcomes…
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Fund manager opinion | What does the Fed move mean for the US, the markets and the global economy? Leading investment managers share their thinking
In September, the US Federal Reserve (Fed) surprised many as it announced the first cut to US rates for four years –…
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China is the top nationality for non-doms followed by the US finds new Pinsent Masons research
Research by Pinsent Masons shows that China* (17,100 non-doms), the United States (17,000 non-doms) and Australia (13,060 non-doms) are the top three…
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Strong US jobs data calms lingering recession fears | 25bps Fed rate cut on the cards
A raft of new US data released today, has given wealth managers – and the Fed – plenty to ponder. US non-farm…
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Santander UK announces further reductions to mortgage rates, with purchase rates now starting from 3.68%
Santander UK has today made reductions of up to 0.29% to selected fixed rates across its purchase, remortgage, green mortgage, and buy-to-let…
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Fund manager insight | Artemis’ Jack Holmes pinpoints the area of the market where ETFs don’t make any sense
Exploring how active management can really add value in high yield bond investing, Jack Holmes (pictured), co-manager of the Artemis Global High…

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