Investments & Savings
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Staying the course: combining strategic and dynamic asset allocation to deliver better outcomes for your clients
Analysis and insight into some of the strategic processes involved in deciding asset allocation strategies, by Tara Jameson, Co-Manager of the Schroder…
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Investment trusts find value beyond the magnificent seven
– Managers in North America sectors reveal favoured stocks The S&P 500 has been on a tear since October last year, thanks…
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Why are Multi-Asset funds viable in today’s investment landscape?
Advancements in AI, climate change, global politics, wars, inflation, and monetary policy can all have severe impacts on short term performance and…
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7IM adds new ‘trend following’ strategy to Pathfinder multi-asset range
7IM has added a medium-term ‘trend following’ strategy to its Pathbuilder muti-asset fund range. The Pathbuilder range provides advisers with a lower…
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44% of funds impacted by ESMA, full research and methodology
Clarity AI research finds that 44% of the funds using environmental and impact terms may need to change their name or divest…
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2024: Has cash lost its crown?
During 2023, many investors swapped their stocks and shares ISAs for cash options. But as interest rates peak, will cash retain its…
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How will markets react to Rishi’s gamble
Written by Gaël Fichan, head of fixed income at Syz Group The recent announcement of a snap election in the UK on July 4th has sparked discussions about…
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DB pension transfer activity at record low as values fall to lowest point in six months
The rate at which people are transferring out of their DB pensions hit a record low last month as the value of…
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Empowering communities, One Mind at a Time: By Andrew Smith, CEO of MoneySavvy
We are more than aware of the growing importance of mental strength and financial resilience, a problem that is affecting an increasing…
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Fundscape Platform Data Q1/24 – Light at the end of the tunnel?
Platform assets rose by £89.4bn in the first quarter of 2024, a rise of 9.4%, but not all of it was market…
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