Investments & Savings
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Podcast #125: The “Three Is of Investable Capital” – HSBC Life’s Mark Lambert on how and why onshore bonds could unlock better client outcomes
In this week’s episode of IFA Talk, Sue and Matt explore fresh insights from HSBC Life’s report, The Three Is of Investable…
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Robeco publishes 5th annual Global Climate Investing Survey 2025
A majority (56%) of global investors believe that President Donald Trump’s pro-fossil fuels and anti-clean energy agenda will hamper the net-zero transition,…
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Aviva and FNZ unveil latest innovations to enhance adviser experience
Following the launch of its Onshore Bond on Adviser Platform last month, Aviva is pleased to announce its latest technology developments, in…
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Caring responsibilities among most common customer vulnerabilities, MorganAsh data reveals
New vulnerable customer data from the MorganAsh Resilience System (MARS) has revealed that caring responsibilities are one of the most common life…
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Rathbones analysis reveals active is outperforming passive on fixed income but being outsold
UK investors are risking potentially significant underperformance by following the growing switch to passive fixed income funds instead of taking an actively…
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Capgemini World Wealth Report 2025: Why UK advisers face rising risk in the great wealth transfer
The Capgemini Research Institute’s World Wealth Report 2025, published today, reveals the global high-net-worth individuals (HNWIs) population rose by 2.6% in 2024. Now in its 29th edition, the…
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Industry reacts to PLSA’s detailed Retirement Living Standards report and warns of pension shortfalls
Cost of minimum retirement lifestyle drops according to PLSA, but experts warn of pension shortfalls The Pensions and Lifetime Savings Association (PLSA)…
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Opinion: Marlborough’s Chand Lall suggests five reasons to believe UK equities are truly back on track
For years, UK equities have watched enviously as their US cousins partied on without them. But has the music finally stopped across…
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Investment as a test of faith: Fiske’s Tony Conway draws parallels between investing and a long-distance trek
As he treks nearly 2,000 kilometres along the ancient Via Francigena, Tony Conway, Investment Manager at Fiske, draws timely parallels between the…
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Investors weigh bond yields, US market resilience and global diversification: Weekly insights from Fidelity’s Tom Stevenson
Fidelity International’s Tom Stevenson (pictured) shares his weekly market insights, examining the implications of persistently high bond yields, the resilience of US…
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