Investments & Savings
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Making sense of the model portfolio maze – with Sam Buckingham at Buckingham Research
For financial advisers, the landscape of investment propositions has never been more complex. With regulation ramping up and client expectations evolving, many…
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Schroders and Oxford University’s pioneering research finds impact investing can be a driver of investment alpha
Impact investing can be a driver of alpha across listed equities under the right conditions, according to new proprietary research published today…
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Luck plays a role in investing says Marlborough’s MacDonald – but process is what really matters
Although markets aren’t exactly favouring many investors right now, in more traditional market conditions, fortune often plays its part in investing. In…
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Gold drops sharply amid market panic, but fundamentals remain strong
Global markets kicked off the week on a sour note as renewed tariff tensions between China and the U.S. sparked a wave…
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Will ‘Liberation Day’ be the end of US exceptionalism? 7IM’s Yeates shares insight into strategic asset allocation
In the following analysis, Matthew Yeates, Deputy Chief Investment Officer at 7IM, reacts to the latest news over the weekend and in markets…
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Investors shift focus away from US markets amid growing demand for global diversification – Fidelity International
London, 04 April 2025: Fidelity International (“Fidelity”) reveals the top-selling funds, investment trusts and shares through its Personal Investing platform for March 2025, highlighting…
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Tariffs, tumult and the turning tide: TrinityBridge’s Whincup shares analysis on navigating market uncertainty in a post-tariff world
Tony Whincup, Head of Investment Specialists at TrinityBridge, unpacks the far-reaching implications of President Trump’s new tariffs on global markets, the risks…
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Investigating smoothed funds and their relevance in today’s uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are…
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Keep your business data “AI secure” through digital transformation
Written By Guy Golan, Founder and Executive Chairman of Performanta PWC reports that artificial intelligence is projected to contribute £16tn revenue of business into…
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Model portfolio sales accelerate in second half of 2024, finds new ISS MI research
LONDON, 3 APRIL 2025 – Model portfolios continued to dominate sales in the UK financial adviser channel during the second half of 2024, a new…

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