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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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Why multi-asset funds can be a good option for first time investors
Investing for the first time can be a daunting prospect. Fear of losing money, lack of knowledge or confidence with the investment…
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Flexible, focused, and future-ready: multi-asset investing in 2025
As an adviser, your job is to help clients achieve their financial and lifestyle goals with confidence and clarity. Multi-asset funds have…
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Mortgage Business Expo London 2025
Mortgage Business Expo has been bringing brokers together with leading lenders to do business face-to-face since 2002. Alongside networking opportunities, attendees gain first-hand…
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Multi-asset funds: staying sharp in a shifting world
The multi-asset landscape has been upended by geopolitical tension, policy uncertainty, and shifting market dynamics. The old formula of simply balancing equities…
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Is this the ‘perfect storm’ for multi-asset funds?
Multi-asset investing has come a long way – and it’s showing no signs of slowing down. As Defaqto highlight in our latest Multi-Asset…
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Multi-asset momentum: what advisers are really thinking – and doing – in 2025
Multi-asset funds have long held their place in the investment toolbox for financial advisers. But are they still delivering what advisers and…
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The case for using a Managed Income investment approach for clients approaching and in retirement
With rising demand for sustainable income in retirement and mounting regulatory scrutiny, financial advisers are reassessing how best to support clients approaching…
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Monthly mortgage market view: Santander UK Chief Economist
Frances Haque, Chief Economist at Santander UK, commented on UK mortgage market:“The housing market appears to be showing signs of recovery following…
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The benefits of using liquid alternatives in portfolio construction
Traditional investment strategies can fall short in navigating the complexities and volatility of today’s financial markets, says Ryan Paterson, Portfolio Manager, Schroder…
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