Partner Insights
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Long-term thinking in a short-term world: the value of capital market assumptions in multi-asset portfolios, with Scottish Widows
In a world where headlines often drive short-term market reactions, staying focused on long-term investment goals can be challenging. In the following…
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Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
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TEI Podcast #8: Navigating a shifting IHT landscape with confidence; Pensions, IHT and the upcoming budget, with Toyin Oyeneyin, Tax Product Specialist at Octopus Investments
In this month’s Tax-Efficient Investment Magazine (TEI) special edition of IFA Talk, Matt and Sue take a look back at some of…
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A fixed income strategy seeking to outperform markets across multiple credit and rate cycles
The L&G Strategic Bond Fund hit £1billion in assets under management earlier this year – a key milestone reflecting its continued growth…
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An active and unconstrained approach to fixed income investing
Financial markets have been a rollercoaster in recent years; and no-one knows the twists and turns of the track ahead. The volatility,…
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Podcast #145: Delivering value through multi-asset investing; a look inside the Scottish Widows Managed Growth Funds with Mithesh Varsani, Head of Investment Solutions
Multi-asset investing continues to sit at the heart of effective portfolio construction, helping advisers deliver diversification, risk alignment and consistent outcomes for…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaranteed Fixed Term Income Plan…
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Navigating the Regulatory Tide: How Advisers Can Build Resilient Retirement Income Strategies
As the regulatory landscape continues to evolve, financial advisers are under increasing pressure to demonstrate that their retirement income advice delivers good…
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A core fixed income allocation for all seasons
The Legal & General Strategic Bond Fund has reached £1bn AUM as of May 2025 – a major milestone and a testament…
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Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua
In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an…
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