Investments
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Vitality launches CPD-accredited sustainability webinar series for advisers
Vitality has launched a new three-part, CPD-accredited webinar series designed to equip advisers with the knowledge and tools to navigate sustainability in…
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Investec study reveals two out of five savers have fixed rates maturing in the next 12 months
Nearly two out of five (39%) people with savings accounts have fixed rate deals coming to the end of their term in…
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Oxford Risk analysis reveals UK retail investors sold £3.94 billion of equity funds in market panic
Retail investors cashed in £3.94 billion of equity funds as market panic set in at the start of the year, new analysis*…
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Learning from the past, rather than being stymied by it – First Eagle Investments
Written by Bill Hench of First Eagle Investments To wit, the tariff-induced equity market volatility year-to-date has created numerous opportunities for us…
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NextWealth: Discretionary MPS strong growth continues, capturing outsized share of platform assets
Assets in discretionary MPS experienced strong growth of 11% in the past six months and 25% in the past year, while underlying…
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Why are investment trust discounts so high, and what does it mean for investors?
Dan Coatsworth, investment analyst at AJ Bell, comments: “Twenty-six investment trusts trade on a discount that is more than five percentage points…
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Amid uncertainty, investors are increasingly turning to a financial adviser, finds Natixis IM’s Individual Investor Survey
10 June, 2025 – After 15 years of low rates, high returns, and relatively smooth sailing, individual investors around the world are concerned…
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Fixed bond cuts endure, putting strain on savers finds Moneyfacts
As the top one-year fixed bond has seen its largest cut since September 2024, advisers and savers are urgently encouraged to review…
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The “retail revolution” will drive 50%+ of private market flows by 2027
State Street Corporation (NYSE: STT) today launched its global Private Markets Survey Report “The New Private Markets Advantage”. Among the key takeaways,…
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Advisers crave industry-wide standard for MPS due diligence
New findings released today show financial advisers overwhelmingly want to see industry-wide standards introduced for due diligence on outsourced investment providers. Quilter…
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