State Street Global Advisors have released their latest report today entitled 'How to position for geopolitical shocks in 2024'. It's one in which they explore what are the most appropriate and easily implementable portfolio strategies for the year in the face of...
Investments
BlackRock is UK’s top performing fund brand, according to 2024 Broadridge Fund Brand 50 Report
Are leading brands about to have their Taylor Swift moment? Artemis’ Ramachandran examines ‘Swiftonomics’ in context of Chinese tourists
Invesco joins the ACT Alliance as a partner of City Hive pledging to build back trust for the investment management industry through transparency
Capital Group survey reveals high-net-worth investors have large cash holdings and could miss out on market opportunities
78% of global high-net-worth (HNW) investors currently have relatively large cash holdings, according to a survey by Capital Group, the world’s largest active fund manager, with assets under management of more than US$2.5 trillion. Reserved about getting invested,...
Two thirds of advisers believe market volatility will threaten investment returns finds latest Wesleyan adviser research
Market volatility driven by economic and political uncertainty is set to threaten most clients’ investments and retirement plans over the next 12 months, according to a new poll of financial advisers by Wesleyan. According to the Wesleyan poll, two thirds (63%) of...
Would you stand in a bull ring? It comes down to your benchmark, according to Mazars’ Lagarias as he reflects on US stockmarket highs
With US equities up 26% since the end of November, George Lagarias, Chief Economist at Mazars, not only shares his analysis into the current market valuations but also answers the question of whether it is better to run with the bulls (overweight risk), run away...
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Solid foundations build strong relationships: welcome to the Aviva Platform
The Aviva Platform offers a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial...
Fundscape publishes the Essential Guide to UK fund Distribution 2024
The UK asset management industry is facing unprecedented challenges: the rise of index solutions and commoditised investments,...
Robeco’s latest SI dilemma analyses why engagement remains vital to stay on course on climate
Releasing their latest SI Dilemma deep dive this morning, Robeco have reminded us that some large investors recently left the Climate...
Markets in action – learning from the past, planning for the future
How can past market events shape future thinking? Two IFAs and one fund manager came together to discuss the investment opportunities and...
Half of UK adults would consider opening a British ISA
Almost one in five (18%) would definitely consider putting money into a British ISA Current ISA savers most likely to take advantage of...
Money market funds explained: What are they and why do investors use them?
Money market funds have become increasingly popular with advisers and clients as rates have risen AJ Bell last year launched its Money...
The impact of Artificial Intelligence (AI) on the Pensions and Insurance Industries
Looking forward to 2024, the trajectory of AI technology and how it will transform innovation, trust, security, and efficacy in financial...
Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm offer advice...
AI – healthcare needs you! Latest investment note from 7IM
David Freitas, Investment Writer, 7IM, is reflecting on last week’s Budget speech and the announcement of a big chunk of funds being...
Investment companies deregulation: the rise of Skywalker? JB Beckett analyses talk of reform to sector regulation
Advisers may be becoming increasingly aware of a rising voice in the corridors of power, one to reform the regulation of U.K. investment...
Study reveals insurers are increasingly concerned about greenwashing when it comes to investing
Global study shows nearly half are very concerned about the issue 80% expect the range of investment opportunities available to...
This time it’s different…or is it? SimplyBiz’ Weisner reflects on bubbles, AI and the value of diversification when investing
In this topsy-turvy world of investment where the Magnificent Seven, AI and FOMO dominate and markets have been hitting new all time...
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