Long read
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Long-term thinking in a short-term world: the value of capital market assumptions in multi-asset portfolios, with Scottish Widows
In a world where headlines often drive short-term market reactions, staying focused on long-term investment goals can be challenging. In the following…
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Nationwide announces extension to Branch Promise to 2030 while other banks shut doors
Nationwide has announced that it will continue to keep every one of its 696 Nationwide and Virgin Money branches open until at…
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Lenders drive down the cost of low deposit mortgages finds Moneyfacts
Moneyfacts latest UK Mortgage Trends Treasury Report data reveals the average two-year fixed rates at 95% and 90% loan-to-value have fallen to…
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The importance of framing investment gains and losses in uncertain times | Marlborough’s Edward Kennedy shares his thinking
In volatile markets, perspective is everything. Drawing on the quirks of snooker, Edward Kennedy, Head of Marlborough’s Personal Portfolio Service, shares his…
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Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
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Fund manager insights| Diversification matters but, asks Aberdeen’s Gabriel Sacks, where does China fit in?
As geopolitical tensions between the US and China continue to ebb and flow, investors are once again assessing where the world’s second-largest…
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Property experts react to the latest Halifax House Price Index data
UK house prices continued their upward trajectory in October, according to the Halifax House Price Index, rising by 0.6% following a 0.3% fall in September. It…
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Industry experts bring critical illness back into focus
In today’s evolving protection landscape, Critical Illness Cover (CIC) often takes a back seat to products like Income Protection, not because it’s less important,…
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UK SIPP market surpasses 6 million investors and £650bn in assets, says John Moret’s MoretoSIPPs
MoretoSIPPs, the specialist consultancy run by SIPP industry veteran John Moret, has just published a report on the UK SIPP market. Its…
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Daniela Silcock, Independent Pensions Consultant, explains why stability and realism matter in pensions
When it comes to pensions, the only constant seems to be change. Regulation, products, markets, everything’s in motion, and it’s no wonder…

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