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Emerging markets investment trusts benefitting from weak US dollar and rotation away from US
Emerging markets investment trusts are benefitting from significant tailwinds as investors reallocate some of their portfolios away from the US. Last week…
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Study reveals insurance investment managers boost private assets allocations as capital increases
A new global study from Ortec Finance among insurance investment managers shows an increased appetite for private assets on the back of…
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GBAM urges action following second academic study finding of ‘Boutique Premium’
The Group of Boutique Asset Managers (GBAM), a global network of independent specialist asset managers is urging investment consultants, fund platforms, and advisers…
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Artemis UK Future Leaders’ portfolio transition ‘effectively complete’
The new managers of the Artemis UK Future Leaders investment trust have announced the portfolio transition is “effectively complete” and the time…
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Global equity release market on track to hit $56 billion by 2035
The European Pensions and Property Asset Release Group (EPPARG) and EY have today published the third edition of its Global Equity Release Survey report.…
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Podcast #127: Insight and actions from FE fundinfo’s latest financial adviser survey, with David Scholes, Director of Wealth Sales
In this week’s episode of IFA Talk, we dig into some of the recent insights from FE fundinfo’s latest financial adviser survey,…
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Wealth DFM Talk Podcast #1: Global markets – calm, correction, or crisis? With Columbia Threadneedle Senior Economist, Anthony Willis
We’re excited to bring you the very first episode of Wealth DFM Talk – your new go-to monthly podcast exploring the big ideas and…
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Fidelity market brief: this week’s market trends
Whilst markets remain calm despite heightened geopolitical tensions, world leaders gather in Canada for the G7 meeting. Tom Stevenson, Investment Director, Fidelity…
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Choice of savings deals and providers at a record high – Moneyfacts
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings products and providers has hit a new record high. Month-on-month average…
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Markets end the week calm on the surface, tense beneath
Written by Richard Flax, Chief Investment Officer at Moneyfarm Israel – Iran Geopolitical tensions escalated overnight as Israel attacked a number of…
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Israel strikes Iran as markets tumble: Morningstar insight
Following this morning’s news of an Israeli attack on Iran, oil prices have surged, whilst global markets are slightly down. Morningstar experts…
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Gold prices soar as Middle East tension builds – experts explain why gold is a ‘safe haven’ during global conflict
Overnight, gold prices surged to more than £2,500 per ounce as Israel launched air strikes on Iran. So, why do gold prices soar…
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Invesco releases 2025 Midyear Investment Outlook “The Global Reset”
Invesco released its 2025 Mid-Year Investment Outlook with insights on the near-term expectation for global markets through the remainder of the year.…
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Capital Group: Globalisation isn’t dead, it’s changing
The latest round of tariffs launched by the US government in early April prompted a wave of criticism from world leaders, including…
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Artemis: Why credit spreads aren’t as tight as they seem
UK investors sold down a net £1.24bn of bond fund holdings in April, the second-worst month on record, even though net equity…
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Small firms feel the crunch when reviewing investment partners
When it comes to assessing and monitoring potential and current managed portfolio service providers, smaller firms are feeling the crunch more acutely.…
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Square Mile: three strategies enter Academy of Funds in May with new ratings
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 78 interviews with investment professionals from 41 asset management groups during May 2025.…
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The Gold Bullion Company: As Gold prices surge, is now the time to invest?
Amid a cost-of-living crisis and rising inflation rates, people are seeking additional ways to boost their income safely. So, should Brits consider…
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Vitality launches CPD-accredited sustainability webinar series for advisers
Vitality has launched a new three-part, CPD-accredited webinar series designed to equip advisers with the knowledge and tools to navigate sustainability in…
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Investec study reveals two out of five savers have fixed rates maturing in the next 12 months
Nearly two out of five (39%) people with savings accounts have fixed rate deals coming to the end of their term in…
