Investments
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Virtual inclusivity and the Gen-Z investor: The changing face of AGMs
Written by Peter Fowler, COO at Lumi It’s crucial for any issuer to have their ear to the ground when it comes…
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Overcoming investment worries crucial for clients’ long-term wealth
Written by Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Advisers play a crucial role in supporting their clients in improving their…
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Are advisers and clients at risk of clashing over ‘cash distraction’?
Anthony McDonald, Head of Portfolio Management at Aegon UK, looks at how the safety of cash investments could be distracting clients from…
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The world is getting older, and investors need to pay attention
Written by Moz Afzal, Chief Executive Officer of EFG Asset Management Globally the number of children being born is declining at an…
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Square Mile Academy of Funds: Ratings Round-Up for April 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 52 interviews with investment professionals from 36 asset management groups during…
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Is cash still king? – John Plassard, Mirabaud Group
By John Plassard, senior investment specialist at Mirabaud Group While Berkshire Hathaway’s results exceeded investors’ expectations, it was Warren Buffett’s comments nearly…
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As Good as Gold with Aviva Investors
Gold is back! With prices this year hitting historical highs so far and year-to-date returns of over 15%, Nicole Lowe and Guillaume…
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How could smoothed funds support clients in difficult markets?
The continued market volatility and global instability may be leaving some investors anxious, and questioning how current market conditions affect their returns.…
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Institutional investors timely turn on bonds: State Street Global Markets
The State Street Risk Appetite Index fell to 0.0 from 0.09 revealing a modest retreat in risk bias across the month of…
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The secrets of success in Mergers & Acquisitions: A Q&A with Ascot Lloyd’s Gordon Kerr
There are countless reasons why an IFA may look to sell their business and the process of actually doing so can be…
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