Fixed Income in the News
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What is ‘spooking’ investors this Halloween?
After an extremely challenging environment for markets 2022, many asset classes have delivered solid returns this year. However, are there dangers lurking…
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Aegon celebrates three-year anniversary of its Risk-Managed Portfolios
July marked the three-year anniversary of the Aegon UK Risk-Managed Portfolios, a suite of six multi-asset funds that aim to cater from the…
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An alternative approach to investing in US equities: Accessing the S&P 500 with an ESG overlay
The S&P 500 is the most important US equity index which provides exposure to the largest US companies. It is considered around…
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Community of female financial experts, Independent Women, expands nationwide
Independent Women; founded by Lesley Mackintosh in 1997; has expanded to provide specialist wealth management advice and empower more women to take…
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ESG remains a “minefield” for advisers and wealth managers
Advisers and wealth managers are frustrated by greenwashing and their trust in sustainability claims from funds has not improved, according to the ESG…
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MT Finance group secures additional £500m funding deal from J.P. Morgan
MT Finance Group, a UK specialist finance lender, today announces the completion of additional financing through J.P. Morgan to enhance its lending…
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M&G’s Catalyst invests $57 million with pharma innovator SkyCell to improve the transportation of temperature-controlled medicines
M&G Investments has made a US$57 million investment with SkyCell – a Swiss-based technology firm that is seeking to change the face…
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5.2 million midlifers taking retirement action
5.2 MILLION, or six in ten (59%), midlifers aged 45 to 54 are taking action to save more for retirement according to…
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Consumer Duty 3 months on: how IFAs can harness AI to ensure every client is treated fairly
Written by Richard Bassett, VP Digital & Analytics, NICE International The Financial Conduct Authority’s new Consumer Duty has now been in effect…
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Managed Portfolio Services (MPS) | Annual Report 2023/24
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report is now available for financial advisers. This report…
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