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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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Pounds in pockets: why natural income matters in retirement income planning
An exclusive interview with BNY Investments’ Paul Flood For many investors approaching or in retirement, getting a high yield from a multi-asset…
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Helping advisers and asset managers structure success and rethink investment strategies
Today’s financial markets are full of surprises, and not always the good kind. In a world of political unpredictability, rising interest rates…
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Why Brooks Macdonald’s new retirement strategies could be timelier than ever
As the retirement landscape grows more complex and demand for flexible income solutions rises, Brooks Macdonald’s newly launched Retirement Strategies could offer…
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The truth behind selling your IFA firm
You’ve worked for years to build your IFA firm; shedding blood, sweat and tears to make it a success. After all that,…
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