Investments & Savings
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A multi-asset roadmap for navigating complexity in 2025 and beyond
As geopolitical volatility, rising tariffs and shifting monetary regimes challenge long-held investment assumptions, how can financial advisers help clients build resilient, forward-looking…
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AJ Bell: ISA use hits 13-year high as savers rush back to cash
ISA contributions hit a 13-year high in 2023/24, with savers adding £28bn to Cash ISAs and parents putting over £1bn into Junior…
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Cash ISAs subscriptions rise, but many risk missing bigger investment returns
Analysis from St. James’s Place, based on HMRC’s latest savings figures, shows cash ISA subscriptions rose 26% in 2023/24, while stocks and…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cuts. Rachael…
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Morningstar: Italy is Europe’s priciest active fund market
Morningstar has released its European Fund Fee Study, alongside a Regulatory Landscape, spotlighting the changes shaping the investment industry and the challenges…
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Robeco publishes 5-year Expected Returns, predicts ‘Stale Renaissance’
Robeco sees AI-driven productivity rising, yet constrained by energy, policy, and geopolitical limits. Three scenarios highlight opportunities in emerging markets, commodities, and…
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Three in five UK savers avoid investing because it feels too risky
Three in five (60%) UK savers avoid investing because they believe it’s too risky, according to new research from investing and trading…
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Rathbones: Charities shifting investments to active strategies to mitigate market volatility
Most charities plan to shift more capital toward active investments in volatile markets and move their portfolios toward equities and alternatives over…
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End of ‘De Minimis’ may have far-reaching impact for brands with US customer base
President Trump’s new “Tariff Board” has already triggered confusion and legal battles, but, as Julian Wheeler, US Equity Specialist & Partner at…
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AJ Bell: Fund managers pile back into the US as UK and Europe risk being left behind
The latest BofA Global Fund Manager Survey shows investors making a second major rotation this year. After moving out of the US…
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