Partner Insights
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The benefits of tax-efficient investing with Jenson: Part 1 of our Q&A with Jenson’s CIO, Jeffrey Faustin
In this two part Q&A, Jeffrey Faustin, Chief Investment Officer at Jenson Funding Partners, sat down with GBI Magazine’s Matt Williams, to…
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Japanese equity at heights not seen since 1989
Japanese equities are often under loved by investors. However, that’s not the case this year. So, why have Japanese equities blown other…
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Navigating credit markets today – a Q&A with PIMCO
Author: Mark R. Kiesel, Jamie Weinstein Public credit markets offer high quality investments with attractive yields and downside resilience, while we see…
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Finding value in fixed income
Fixed income is proving to be increasingly attractive to investors, but with so many fixed income solutions on the market, how do…
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Using smoothed With Profits to help deliver effective financial planning solutions for clients
This is the second in our series of case studies designed to highlight particular ways in which Wesleyan’s smoothed With Profits fund…
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ECB prioritizes fighting inflation above avoiding recession
The European Central Bank is likely at or very near its peak policy rate, but we don’t expect rate cuts in the…
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Sustainable Investment Research: Annual Report 2023 available now
We are delighted to present the latest in our IFA Annual Report Series, the Sustainable Investment Research Report 2023. This report provides…
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Supporting good outcomes for business owners
Authored by Octopus Investments For professional advisers and paraplanners only. Not to be relied upon by retail investors. With rates on cash…
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Know the value of policy benefits and encourage clients to make the most of them
Know the value of policy benefits and encourage clients to make the most of them With the current waiting list and times…
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What is the current state of the IFA job market? Truestar Talent’s Pam Sutherland evaluates the latest trends
In this, the third and final part of IFA Magazine’s discussion with Pam Sutherland, Truestar Talent’s Founder, Pam assesses the current state…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
