By Ugo Lancioni, head of global currency at Neuberger Berman The market reaction to the tax cuts announced on Friday has been extraordinary. On Monday morning, the yield on UK government bonds was almost 110 basis points higher than before the budget announcement. At...
News
CEO to leave Sandringham Partners
M&G Wealth has announced that Tim Sargisson, CEO of Independent Financial Advice firm Sandringham Partners, is to leave the business early next year. Sargisson has been CEO of Sandringham Partners since 2015 and led the successful acquisition of the business by...
Pension funds to boost real estate development finance allocation
Defined benefit (DB) pension funds will increase allocations to real estate finance development as an asset class as they search for attractive yields and ways to meet their ESG goals, according to new research from investment manager Downing LLP. Its study with UK...
How to advise Gen-Z
By Paul Nixon, Head of Behavioural Finance, Momentum Investments SA If you have been “ghosted” or took some time out for a “glow up” to work on your spirituality, chances are you were born near the turn of the century. You are part of Generation Z or a “Zoomer” (aged...
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Evenlode carbon emissions significantly lower than MSCI World Index
Evenlode Investment has released its third annual Portfolio Emissions Report. The report showed portfolio emissions were significantly...
Making mortgages more inclusive
Written by Jenny Chu, Chief Financial Officer, finova Beyond simply being the right thing to do, boosting diversity in the mortgage...
Invesco – Bye Bye Boris. What does his exit mean for the UK?
A dramatic 36 hours in British politics resulted in Boris Johnson finally offering to step aside as prime minister. What does this mean...
“New DWP annual report reveals big surge in underpaid state pension cases and costs, and whole new category of errors” – Steve Webb
DWP have today published their annual report for 2021/22 which includes two dramatic sections on state pension errors. Last year’s annual...
Inflating Cost or Service? How to survive the margin squeeze in your advice business
Written by Carl Woodward, co-founder of Simplify Consulting Now more than ever, a focus on cost optimisation and reduction has to be at...
The winners from Boris Johnson’s resignation – TAM Asset Management
Written by James Penny, chief investment officer at TAM Asset Management following Boris Johnson's resignation. What sectors could be...
Boris Johnson resigns – How has the financial services industry reacted?
Following the news this morning that Boris Johnson has resigned as Conservative Party Leader, and his corresponding public statement...
New Analysis from Morningstar: Asset Managers & Net Zero Commitments
Hortense Bioy, Morningstar’s director of global sustainability research, today published an analysis of more than 40 asset managers’...
Resignation does little to change the macroeconomic reality for the UK: State Street
Tim Graf, Head of EMEA Macro Strategy, State Street, comments on Boris Johnson’s resignation as PM “Boris Johnson’s resignation does...
Opperman resigns having focussed pension policy on customer engagement
Following the news that Pensions Minister Guy Opperman has resigned, AJ Bell head of policy development, Rachel Vahey has reacted. She...
Pound volatile as Boris Johnson resigns, FTSE 100 stays positive
Written by Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown The clash of political camps and the row over...
Investment Fund 3.0 to set new bar for efficiency and customer focus
The funds industry is on the verge of a major technological transformation, according to the latest report from the Investment Association...
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