Investments & Savings
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Evelyn Partners’ active MPS reduces equity exposure in favour of bonds and alternatives
Evelyn Partners made ‘sizeable’ changes to its Active Managed Portfolio Service (MPS) – the first in a year – with the rebalance…
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TISA welcomes lords committee report’s focus on low financial advice uptake
The Investing and Saving Alliance (TISA) has welcomed the recognition in a new report from the House of Lords Financial Services Regulation…
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Emerging markets investment trusts benefitting from weak US dollar and rotation away from US
Emerging markets investment trusts are benefitting from significant tailwinds as investors reallocate some of their portfolios away from the US. Last week…
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Study reveals insurance investment managers boost private assets allocations as capital increases
A new global study from Ortec Finance among insurance investment managers shows an increased appetite for private assets on the back of…
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GBAM urges action following second academic study finding of ‘Boutique Premium’
The Group of Boutique Asset Managers (GBAM), a global network of independent specialist asset managers is urging investment consultants, fund platforms, and advisers…
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Artemis UK Future Leaders’ portfolio transition ‘effectively complete’
The new managers of the Artemis UK Future Leaders investment trust have announced the portfolio transition is “effectively complete” and the time…
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Global equity release market on track to hit $56 billion by 2035
The European Pensions and Property Asset Release Group (EPPARG) and EY have today published the third edition of its Global Equity Release Survey report.…
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Podcast #127: Insight and actions from FE fundinfo’s latest financial adviser survey, with David Scholes, Director of Wealth Sales
In this week’s episode of IFA Talk, we dig into some of the recent insights from FE fundinfo’s latest financial adviser survey,…
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Wealth DFM Talk Podcast #1: Global markets – calm, correction, or crisis? With Columbia Threadneedle Senior Economist, Anthony Willis
We’re excited to bring you the very first episode of Wealth DFM Talk – your new go-to monthly podcast exploring the big ideas and…
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Fidelity market brief: this week’s market trends
Whilst markets remain calm despite heightened geopolitical tensions, world leaders gather in Canada for the G7 meeting. Tom Stevenson, Investment Director, Fidelity…
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