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tax changes
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From fragility to greater stability: economic outlook and investment strategies in the Euro area
Despite a weak growth outlook, the Euro area’s increased resilience and stability makes European fixed income investments attractive say Peder Beck-Friis and…
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The divergence dividend: Fidelity shares 2025 investment outlook
A landmark US election, new stimulus in China, and growing geopolitical tensions mean the second half of the 2020s will be markedly…
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Trump sugar rush to help US equities outperform, according to global fund manager survey
According to Quilter Investors’ latest Investor Trends Survey, fund groups overwhelmingly expect the United States to be the best performing equity market…
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Why it needn’t be one size fits all when it comes to effective MPS solutions
Whilst MPS solutions will clearly differ from more bespoke options, the broad Schroder Investment Solutions range proves that model portfolios can still…
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Invesco’s asset allocation outlook for 2025: Cautiously embracing risk
Invesco’s Global Market Strategy Office (GMS) has published its annual asset allocation outlook for 2025, which outlines a constructive environment for financial…
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40% rise in crypto ownership will ramp up tax compliance activity warns BDO
The 40% rise in the number of Britons owning crypto-assets revealed by the latest FCA survey will lead to a ramping up…
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Fund manager update: TEMIT’s Chetan Sehgal shares his latest outlook for the Emerging Markets sector
Sharing his latest thoughts with us on risks and opportunities that lie ahead for investors in Emerging Markets, Chetan Sehgal (pictured), Portfolio…
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Mastering the MPS Landscape
In the ever-evolving Managed Portfolio Service (MPS) market, staying ahead of the curve is crucial for independent financial advisers (IFAs). Craig Wright…
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AJ Bell: NS&I cuts savings rates again – are Premium Bonds still worth it?
NS&I has announced that its Premium Bonds prize fund rate will be reduced to 4%, from the January draw. The odds of…
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Moneyfacts: Savings providers entering the fray hits a record high
Moneyfacts UK Savings Trends Treasury Report data shows more savings providers have joined the savings market, resulting in its highest count on record.…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
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How can advisers navigate the ever-changing MPS market?
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report for 2024/25 is now available for financial advisers.…
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Columbia Threadneedle to adopt SDR “Sustainability Focus” labels for nine funds
Columbia Threadneedle Investments, the leading global asset management group, has announced it will adopt new “Sustainability Focus” labels under the FCA’s Sustainability Disclosure…
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Have investors missed the rally in stocks and bonds?
Written by Julie Dickson, Investment Director at Capital Group It’s been over a year since the Federal Reserve paused its rate hikes—a…
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Private equity secondaries remain in high demand, survey by Montana Capital Partners finds
Montana Capital Partners has published its 12th Annual Investor Survey, which explores investment preferences of global private equity investors with results underpinning the…
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Why greater clarity over pension investments would boost engagement
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) tells us why he believes that if we’re to start to close the advice…
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Global demand for research will spike under Trump, with investor uncertainty set to reach critical levels, predicts BCA Research CEO Eric Jaffe
Jaffe’s forecast follows Donald Trump’s historic return to office and reports that the Republicans have won a majority in the House of Representatives, taking full control of Congress (Bloomberg). Trump’s second…
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New Growth Engines for a Changing World – HSBC shares Q1 2025 investment outlook
HSBC Global Private Banking is advising clients to keep cash at a minimum to seize opportunities in public and private markets amid…
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Gold or bitcoin: IBOSS’ Thompson shares his latest analysis on building an investment portfolio following Trump’s election win
Sharing his reflections on last week in the markets and what might lie ahead, Rupert Thompson, IBOSS Chief Economist, part of Kingswood…
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The US Economic Outlook: Labour Market Puzzle – “You’re Hired or You’re Fired”
By Richard Woolnough, Fund Manager, M&G Investments The US, and consequently the global bond markets, were rightly focused on the November US…
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Guest insight | Dynamic Planner’s Abhi Chatterjee explains why he believes sound research and analysis will be powerful drivers of risk-adjusted investment outcomes in 2025
Advisers and wealth managers are all too familiar with factoring in uncertainty when planning investment and asset allocation strategies. Looking ahead to…