aegon
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AI and the promise of “Best Path” advice – why independence is the future
Written by Angus MacNee, CEO, ValidPath While much of the industry focus on AI in financial advice has centred around operational efficiency,…
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A new risk premium and how US policy is tipping the balance on global markets, FE Investments’, Charles Younes explains…
Markets have experienced considerable volatility over the past three months, as political developments have driven dramatic shifts in global allocations. Inflation and…
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IG calculates cash ISA savers miss out on £134k in real returns vs FTSE investors since 1999
UK savers maxing out their cash ISA allowance every year since ISAs launched would have lost out on more than £134K in…
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Pounds in pockets: why natural income matters in retirement income planning
An exclusive interview with BNY Investments’ Paul Flood For many investors approaching or in retirement, getting a high yield from a multi-asset…
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Helping advisers and asset managers structure success and rethink investment strategies
Today’s financial markets are full of surprises, and not always the good kind. In a world of political unpredictability, rising interest rates…
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Millions will see their PSA halved by 2028-29
In its latest fiscal risks and sustainability report, the Office for Budget Responsibility (OBR) has raised a significant alarm about the growing…
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Top one-year bond sees biggest jump since August 2024
Short-term bonds have seen their biggest hike in 11 months, but longer-term bonds continue to offer greater returns despite stagnating. Moneyfactscompare.co.uk reveals the state…
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Cash ISA reforms must be considered carefully – Moneyfacts
Cash ISAs remain a vital tool for protecting savings from the taxman. But speculation around ISA reform has raised concerns that the…
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Regulatory outlook: will the chancellor drop cash ISA bombshell at her Mansion House speech?
In the months ahead, the UK personal finance landscape will be shaped by a wave of regulatory and legislative developments, AJ Bell’s…
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Why investors shouldn’t turn their backs on the US – Fidelity’s Tom Stevenson comments
As the United States celebrates its 249th Independence Day, Fidelity International’s Investment Director, Tom Stevenson, reflects on the evolving investment landscape in America. For…
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IFA Talk Podcast – listen to the latest episode
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FE Investments: July asset allocation update – cash, real assets, and rising inflation risk
Markets faced balancing priorities in the last two months, with tariffs, geopolitical uncertainty, and political change changing the calculus for many investors.…
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Square Mile: ratings round-up for June 2025
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 34 interviews with investment professionals from 59 asset management groups during June 2025.…
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Beyond the benchmark: why active multi-asset management wins in uncertain times
Our exclusive interview with Schroders’ Philip Chandler focuses on how and why active management is so important in a changing world. As…
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Uncertainty and volatility define 2025 so far – Q3 multi-asset strategy outlook
As we enter the second half of 2025, it seems like we have experienced more economic upheaval, uncertainty and market volatility over…
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New Issues of NS&I 2, 3 and 5-year British Savings Bonds, plus new Junior ISA interest rate
NS&I has reported that new issues of 2, 3 and 5-year British Savings Bonds (Guaranteed Growth Bonds and Guaranteed Income Bonds) have…
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Higher yields likely if ‘big beautiful bill’ passes: T. Rowe Price
As voting on Donald Trump’s tax and spending bill continues in the US House, Blerina Uruci, chief US economist at T. Rowe Price, explores…
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Fund manager view: Marlborough’s Tobias Bucks reminds us why equity investing should be about process, not preconceptions
Existential angst meets small-cap investing: Tobias Bucks (pictured), co-manager of the Marlborough Global SmallCap Fund explains why your gut feeling, like your…
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Morningstar Wealth’s Stanhope and Mills highlight key issues shaping multi-asset in 2025
From the renewed impact of US tariffs and higher-for-longer interest rates to a revived case for bonds and the evolving role of…
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Podcast #129: Dealing with investor anxiety with Novia Global’s Linda Johnstone
How can advisers help clients stay calm in stormy markets? In the latest episode of IFA Talk, Sue and Matt tackle a…
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Q3 Market Outlook: tariff negotiations loom as Morningstar highlights opportunities in European equities
Morningstar has published its Q3 European Equity Market Outlook, which finds that although volatility may persist in the quarter ahead, with tariff negotiations posing…
