Investments
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Merger & Acquisitions (M&A): an outlook for the IFA market. Meet the webinar panellists
We are delighted to invite you to attend our upcoming webinar, in association with Succession Wealth. Your webinar invitationMerger & Acquisitions (M&A):…
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Using smoothed With Profits: practical solutions for your clients
How can using smoothed With Profits help deliver effective financial planning solutions for your clients? Wesleyan have introduced a modern version of…
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Aiming to mitigate inheritance tax, with Charles Stanley’s James Rae
James Rae at Charles Stanley talks about the purpose, benefits and a 5-year AIM rule you may not know about. Arranging a…
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Gender Lens Investing reshaping financial landscapes
A report focused on advancing gender equality through impact investing and sustainable finance has recently been released focusing on ‘Empowering women, building…
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Five investments catching my eye this Valentine’s Day: Zehrid Osmani, Martin Currie
Zehrid Osmani, Manager of the Martin Currie Global Long Term Unconstrained Fund, reveals his best-loved stocks for Valentine’s Day “The Italian sports car manufacturer…
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ESG Ratings: New Regulation – GMO insights
Commenting on this week’s news that the Council and European Parliament reached a provisional agreement on a proposal for a regulation on…
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Fund managers and rock stars? Artemis’ Mark Niznik tells us why small-cap stocks remind him of the 27 Club
We’d hazard a guess that IFA Magazine readers might struggle to find a sensible answer if asked what small-cap stocks and dead…
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What’s going on with emerging markets? TEMIT’s Sehgal reflects on recent market moves and shares reasons for optimism in EM equities
In his latest analysis, Chetan Sehgal, Lead Portfolio Manager at Templeton Emerging Markets Investment Trust (TEMIT), shares with us just some of…
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Doing it for the kids: JISAs lead as ISAs take a back seat
Scottish Friendly’s latest Investor Index has shown that planning for future generations has been the greater priority for parents and guardians. The…
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FE Fundinfo reveals 2024 alpha managers
Almost 20 fund managers have been handed their first FE fundinfo Alpha Manager rating this year. In total, 18 managers joined the…
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