Charles Gamon
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Smoothed funds: charting a steady path through increasingly uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are put off by complexity…
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Three reasons investors should be cheerful – despite tariff chaos
From fresh tariffs and fracturing alliances to recession warnings, the headlines scream turmoil. But for investors willing to tune out the noise…
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Reynolds reaffirms ISA reform on the table ahead of Autumn Budget but remains tight-lipped on next steps
Emma Reynolds, Economic Secretary to the Treasury, reaffirmed that wholesale ISA reform is on the cards ahead of the Autumn Budget while…
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How advisers can help clients understand and overcome investor anxiety | Guest insight from Novia Global’s Linda Johnstone
In highly uncertain investment markets like those we’re experiencing right now, client fear can often override logic – but advisers have a…
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Government research highlights flaws in Lifetime ISA withdrawal charge
Research from HMRC published today reveals withdrawals from Lifetime ISAs, other than to buy a first home, were mostly due to unexpected financial…
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HMRC LISA research shows even financially literate confused by withdrawal penalty
With the news of HMRC’s qualitative research into understanding the LISA, Shaun Moore, tax and financial planning expert at Quilter comments: HMRC’s newly published…
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AI—Parnassus Investments’ Todd Ahlsten asks where are we now?
Sharing his latest analysis into AI from an investor’s perspective, Todd Ahlsten, Chief Investment Officer, Parnassus Investments and Portfolio Manager, ABN AMRO…
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PIMCO Perspectives: Trade wars and the U.S. dollar
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. As U.S.…
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Longer-term fixed savings rates climb amid repricing rush
Moneyfacts UK Savings Trends Treasury Report data shows the average rate on both longer-term fixed rate bonds and fixed ISAs breached 4% for…
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Gold charges to $3,500 as Fed independence comes under threat | By Daniela Sabin Hathorn, senior market analyst at Capital.com
Gold continues its impressive rally as market confidence in the soundness of the US administration wavers. The latest headline shaking investor sentiment…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the appointment of Alex Gersh…
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M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms
M&G announces a partnership with platform technology provider FNZ, paving the way for greater access to its flagship £64 billion PruFund range…
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Defaqto reveals top 10 recommended Multi-Asset investment solutions in Q1 2025
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset…
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Springtime turnarounds: Artemis’ Andy Gray highlights three special situations ready to bloom
With so much market uncertainty right now, Andy Gray, co-manager of the Artemis UK Special Situations Fund, highlights three UK companies that…
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Easter Sunday: a quiet moment after a chaotic quarter
Easter Sunday today offers us all a rare moment of calm—probably a very welcome pause after what’s been a particularly intense period…
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Defaqto reveals top 10 recommended MPS investments in Q1 2025
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platform…
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ClearBridge Investments: Infrastructure poised to mostly weather US tariff storm
Nick Langley, Portfolio Manager at ClearBridge Investments provides his view that a new regime of tariffs will likely create the need for…
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Rathbones study with financial advisers reveals demand for bespoke investment services is growing as clients seek more investment choices
Growing demand for bespoke investment services is being fueled by clients of financial advisers seeking a greater choice of investments for their…
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Advisers should focus on onshore bond opportunities as client awareness rises
Advisers should focus on the planning benefits of investment bonds generally, and onshore bonds specifically, at a time when client awareness of…
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Evelyn Partners’ Core MPS shifts from corporate bonds and US Treasuries towards long-dated UK gilts
Evelyn Partners made no changes to the overall mix between equities, bonds and alternatives in its Core Managed Portfolio Service April rebalance,…
