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Brooks Macdonald’s Mark Shields talks MPS, market surprises and the smart way to approach 2026
With volatility back on the agenda and global markets full of surprises in 2025, Brooks Macdonald’s Investment Director, Mark Shields, speaks with…
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2025/26 Managed Portfolio Services (MPS) Insights
Welcome to our 2025/26 edition of Managed Portfolio Services (MPS) Insights – a refreshed and reimagined publication that we have developed with…
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Why Brooks Macdonald’s retirement strategies could be timelier than ever
With sweeping demographic change and evolving regulation reshaping retirement planning, advisers are being called upon to do more than ever to help…
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AFH Wealth Management publishes first IFA acquisitions white paper
AFH Wealth Management has commissioned a first-of-its kind white paper which explores the world of Independent Financial Adviser acquisitions. The landmark paper…
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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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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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A fixed income strategy seeking to outperform markets across multiple credit and rate cycles
The L&G Strategic Bond Fund hit £1billion in assets under management earlier this year – a key milestone reflecting its continued growth…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaranteed Fixed Term Income Plan…
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Navigating the Regulatory Tide: How Advisers Can Build Resilient Retirement Income Strategies
As the regulatory landscape continues to evolve, financial advisers are under increasing pressure to demonstrate that their retirement income advice delivers good…
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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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