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US shutdown knocks equities off course
Emma Wall, chief investment strategist at Hargreaves Lansdown, highlights a turbulent market session as Asian stocks fell alongside US and European futures…
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A core fixed income allocation for all seasons
The Legal & General Strategic Bond Fund has reached £1bn AUM as of May 2025 – a major milestone and a testament…
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Neuberger: Multi-asset investing comes to the fore
Shannon Saccocia of Neuberger notes that while equities sit at record highs, credit spreads are tight and volatility low, markets face the…
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Quilter’s WealthSelect takes equity profits and tops up fixed income in latest rebalance
Quilter’s WealthSelect Managed Portfolio Service, the largest MPS in the market, has used its latest quarterly rebalance to top up its allocations…
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Net gains: a tennis lesson for investing in unfamiliar markets | Gabriel Sacks, Aberdeen
Gabriel Sacks, Co-Manager of abrdn Asia Focus plc, explores how discipline and resilience are essential for investing in Asia, where volatility often…
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One in five investors say Trump made them more favourable to ESG
President Trump’s hostile attitude to ESG investing has actually made 20% of UK private investors more positive about it, while leaving 66%…
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IBOSS reduces OCF caps across key MPS ranges, reinforcing cost certainty for advisers and clients
IBOSS Asset Management, part of the Kingswood Group, has announced it is reducing ongoing charges figure (OCF) caps across three of its…
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The investment Ryder Cup: US edges Europe across five key sectors in 2025
As the Ryder Cup heads to Bethpage Black, a transatlantic contest is already playing out on the stock market. From defence to…
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Hargreaves Lansdown: Gilts and the Budget – what investors need to know
Gilt yields have hit multi-decade highs as the Bank of England signals caution over rates. With the autumn Budget adding uncertainty, Hargreaves…
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Investment Association sets out roadmap to unlock private market capital to drive European growth ambitions
The Investment Association (IA) – the trade body for the UK investment management industry – today launched its Foundations of Growth report, setting out…
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Rathbones: Portfolio management load cuts growth of IFAs by up to 20% firms say
UK financial advisers believe their current focus on portfolio management is costing them new business and hindering their ability to help people…
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Average retail investor more than £8,000 better off by staying the course after Trump’s ‘Liberation Day’ market shock
In the week of President Trump’s visit to the UK, new research from investment platform Lightyear shows that the average retail investor would be…
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A multi-asset roadmap for navigating complexity in 2025 and beyond
As geopolitical volatility, rising tariffs and shifting monetary regimes challenge long-held investment assumptions, how can financial advisers help clients build resilient, forward-looking…
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AJ Bell: ISA use hits 13-year high as savers rush back to cash
ISA contributions hit a 13-year high in 2023/24, with savers adding £28bn to Cash ISAs and parents putting over £1bn into Junior…
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Cash ISAs subscriptions rise, but many risk missing bigger investment returns
Analysis from St. James’s Place, based on HMRC’s latest savings figures, shows cash ISA subscriptions rose 26% in 2023/24, while stocks and…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cuts. Rachael…
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Morningstar: Italy is Europe’s priciest active fund market
Morningstar has released its European Fund Fee Study, alongside a Regulatory Landscape, spotlighting the changes shaping the investment industry and the challenges…
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Robeco publishes 5-year Expected Returns, predicts ‘Stale Renaissance’
Robeco sees AI-driven productivity rising, yet constrained by energy, policy, and geopolitical limits. Three scenarios highlight opportunities in emerging markets, commodities, and…
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Three in five UK savers avoid investing because it feels too risky
Three in five (60%) UK savers avoid investing because they believe it’s too risky, according to new research from investing and trading…
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Rathbones: Charities shifting investments to active strategies to mitigate market volatility
Most charities plan to shift more capital toward active investments in volatile markets and move their portfolios toward equities and alternatives over…
