Long read
-
A Year in Review – What will ‘backing founders’ mean in 2023?
By David Mott, Founder Partner, Oxford Capital As we reflect on 2022, it’s been another year of challenges in the broader economy…
-
Fundsmith pulls no punches despite weak performance’ analysis from AJ Bell’s Khalaf
Laith Khalaf, head of investment analysis at AJ Bell, comments on the latest annual shareholder letter from Terry Smith: “Terry Smith’s latest shareholder letter…
-
Impact investing doesn’t mean compromising on returns
A common misconception around responsible investment approaches is that investment returns must be sacrificed in exchange for positive environmental or social benefits.…
-
Balancing opportunity with resilience when managing an income strategy
In this Q&A, PIMCO’s Dan Ivascyn highlights why he believes that fixed income markets now offer better value for active managers than…
-
Active long term investing in Japan
As stewards of capital, we help companies becoming better versions of themselves. We call this value-added ‘shareholdership’. We work hard to be…
-
Japan – an investment opportunity hiding in plain sight
For us, Japanese equities represent a highly compelling long-term investment opportunity. There exists a powerful, structural earnings growth story in Japan, which…
-
Estate planning is the big opportunity of 2023
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Estate planning is something too many families put…
-
How ex-business owners could invest for growth and plan for inheritance tax
Last year was a bumper year for capital gains tax. Capital Gains Tax (CGT) receipts for 2020/21 were a record £14.3 billion.…
-
Why the PruFund Planet Range is a win-win for advisers and their clients
A recent IFA Magazine survey, conducted in partnership with Pru, explored readers’ feelings towards the PruFund Planet range of funds. The results…
-
Managing risk for optimum return
At Brooks Macdonald, everything we do is designed with advisers and their client’s needs very much at the forefront. At the heart…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
