Investments & Savings
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Robeco publishes its outlook for 2024 – Goldilocks: Exit stage right
Robeco’s one-year outlook anticipates a significant shift in the global economic landscape in 2024. The Goldilocks era is drawing to a close. Decreased consumer…
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Scottish Widows: Gap widens between advisers and investors on retirement confidence
The Scottish Widows Investor Confidence Barometer has revealed that a sizeable gap has opened up between advisers and investor confidence. While a…
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Candriam’s Chosson provides expectations ahead of COP28
Alix Chosson, Lead ESG Analyst – Environmental Investments & Research at Candriam, provides her expectations ahead of COP28: “This year’s COP conference…
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Nationwide gives FlexOne current account a boost with competitive 5% savings account
Nationwide Building Society has today introduced a new, competitive instant access savings account with the aim of encouraging saving among young people.…
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The Asia opportunity – looking for smarter growth
David Perrett, Co-Head of Asia Pacific Equities, M&G Investments Asia has been on a remarkable journey in the past few decades. The…
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Moneyfacts: Fixed bond and fixed ISA rates see sizeable cuts
Moneyfacts UK Savings Trends Treasury Report data shows fixed rates fell month-on-month across the board for the first time since 2021, with sizeable…
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Ninety One reveals annual Planetary Pulse Report exploring investment risks and opportunities from climate change
Ninety One published its annual Planetary Pulse Report, ‘Asset owners weigh risks and opportunities of investing for an inclusive energy transition’. The report…
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Saltus: Why Inheritance Tax should not be at the top of the Autumn Statement wish list
61% of High-Net-Worth Individuals plan to give away the majority of assets during their lifetime. Commenting on the speculation around reforms to…
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Helping you to help your clients: A Q&A with Evelyn Partners
Evelyn Partners was born out of the merger between Tilney and Smith & Williamson, how has this benefitted your clients? We manage…
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Using smoothed With Profits to help deliver effective financial planning solutions for clients
This is the third in our series of case studies designed to highlight particular ways in which Wesleyan’s smoothed With Profits Fund…
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