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Heartwood Investment Managemen
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Rate uncertainty puts pressure on savers
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Schroders awarded £5.2 billion sustainable investment mandate by St. James’s Place
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The Royal Mint: Demand for CGT-exempt bullion coins surges among UK investors
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Aegon AM to adopt SDR ‘Sustainability Focus’ labels for two funds
Aegon Asset Management is to adopt new ‘Sustainability Focus’ labels under the FCA’s Sustainability Disclosure Requirements (SDR) for two of its funds.…
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Fintegrate launches MPS Hub, streamlining managed portfolio research for advisers
Fintegrate, the investment advice efficiency firm, can today announce it has launched its innovative Managed Portfolio Service (MPS) Hub, designed to give…
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“We are potentially looking at a stagflationary environment or a recessionary environment” – Charles Stanley on UK bond market
Following borrowing costs hitting the highest level since 2008 and the increased sell-off in the UK bond market, Oliver Faizallah, Head of…
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Fund flows bounce back post-Budget and US election
Net retail sales of investment funds returned to positive inflows of £1.6billion in November 2024, following the UK Budget and US election,…
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Defaqto reveals top 10 recommended MPS investments in 2024
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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Square Mile Academy of Funds: Ratings Round-Up for December 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 42 interviews with investment professionals from 24 asset management groups during December 2024.…
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Safeguarding the MPS-DFM-platform ecosystem | Insight from Novia’s Linda Johnstone
The MPS-DFM-platform ecosystem faces growing strain as inefficiencies mount and expansion continues. In her latest blog for IFA Magazine, Novia’s Linda Johnstone…
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What rising gilt yields mean for investors
Written by Laith Khalaf, head of investment analysis at AJ Bell The bond market has taken fright from the growing sense of…
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Generative AI: What are the benefits beyond the picks-and-shovels approach?
Generative AI has become perhaps the most important technological development since the Internet, attracting hundreds of billions of dollars in capital investment…
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Fund manager insight | The Magnificent Seven: Marlborough’s MacDonald explains why investors should saddle up for diversification in 2025
Will tech giants like Alphabet, Amazon, and Nvidia retain their dominance, or fade like the sequels to the classic Western, The Magnificent…
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Real returns for private investors remain 12% below 2021 levels despite above-average returns in 2024
New analysis from Asset Risk Consultants (ARC) reveals that inflation has dented the ‘real’ value of private client portfolios despite generating above-average…
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AIC: It’s vital that shareholders vote on the future of their investment trust
The Association of Investment Companies (AIC) has written to the major retail platforms urging them to make their customers aware of the general meetings…
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Brooks Macdonald strengthens its Sales and Distribution with the appointments of James Goward and Ben Johnson
Brooks Macdonald Group has announced the appointment of James Goward as Head of Sales Enablement and Ben Johnson as Head of Business…
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No Santa rally was no bad thing
Written by Paras Anand, CIO of Artemis Santa may have brought some nice presents down the chimney with him last month, but…
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New year’s resolutions from HL’s experts
Robert Farago, head of strategic asset allocation, Hargreaves Lansdown: Stay humble – and stay invested. “At this time of year, we receive…
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2025 outlook – JPMorgan American Investment Trust plc (JAM)
Jack Caffrey, co-manager JPMorgan American Investment Trust plc (JAM): “U.S. Equities posted another strong year with the S&P 500 up over 60%…
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St. James’s Place investment team 2024 market review and 2025 outlook
Justin Onuekwusi, Chief Investment Officer at St. James’s Place says: “As we enter 2025, events from the past year present us with a…
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Chelsea Financial Services: Five fund picks for 2025
Darius McDermott, managing director, Chelsea Financial Services explores the sectors, funds and trends that should be on your radar for 2025. Polar…
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More than a third of high earners plan to boost saving and investments in 2025
High earners in the UK are shifting into wealth-building mode for 2025, with new research from next generation digital wealth manager Sidekick revealing that…
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Hargreaves Lansdown reports: FTSE 100 closes higher after being rangebound for most of 2024
The FTSE 100 ended 2024 on a high note, gaining 5.8% after a rangebound year. Banking stocks led the charge, while miners…