04/05/2024
Track to the Future – with T Rowe Price’s Nataline Terry
How fund group distribution bosses are thinking about asset classes, strategies and working with clients
Comment, Analysis & Research
04/05/2024
Some 87% of affluent people worry about the economy
Research by Arbuthnot Latham revealed that financial security does not necessarily equal financial wellbeing.
04/04/2024
Benchmark wins Best Network and Best Consumer Duty Initiative at the Professional Adviser Awards 2024
These awards recognise excellence in adviser support and client engagement and are the result of a thorough evaluation process which consider over 250 advisers, firms, and product providers.
04/04/2024
Mobiliar continues its growth path even in a challenging environment
Storms in the summer again led to high claims expenses.
04/03/2024
Surprise dip in house prices but annual increase cause for concern for first time buyers
Similarly, the annual increase is remarkable given how subdued the market has been.
04/02/2024
Insights From KKR’s Global Wealth Investment Council
At KKR, this is just one example of the commitment that we have to the global wealth channel.
04/02/2024
Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper
Increased retail investor engagement as a result of the evolving market and regulatory framework
04/02/2024
Nutmeg survey shows increase in personal saving
When it comes to ISA habits, half of UK adults (49%) are making regular contributions and 41% are leaving their investments to grow over the long term.
04/02/2024
Mark Dampier: Passive smugness could come back to bite investment advisers
I’m not sure investors are achieving much diversification even though a global label might suggest it.
04/01/2024
Property sales down year-on-year, as market braces for BoE rate cut and CGT changes
Following a dip in mortgage rates at the start of the year, they have more recently risen slightly which is likely to cool the market further.
04/01/2024
Team GB: Ed Clancy - The Barnsley Boy Who Bagged Gold
Cycling legend and Olympic gold medallist Ed Clancy OBE shares some life lessons after 16 years at the top of his game. We spoke to him as part of our partnership with Team GB for the Paris 2024 Olympic Games.
04/01/2024
UBS share price fireworks after CS deal brings Topshots millions
If the UBS share price had remained stable in 2023
04/01/2024
1,000 Billionaires Begin $5,200,000,000,000 Transfer Of Wealth – And The ‘Heirs To Billionaires’ Have Their Own Ambitions: Report
The transfer, which is expected to last for the next 20 to 30 years, already has the heirs of billionaires gaining stature
03/28/2024
Navigating market highs with hedge funds
All-time highs often generate investor concern that markets have peaked.
03/28/2024
Positioning for a new rate cycle
But inflation is moving close enough to target for both the US and Europe to justify rate cuts this year, probably starting in June.
03/27/2024
ABN AMRO: Key views Global Monthly March 2024
Global trade and industry are beginning to recover, but a sharp rebound is unlikely while rates remain restrictive.
03/27/2024
EU banks under fire, accused of financing 'ecosystem destruction'
Currently, the EU comes second only to the US for funding these sectors.
03/27/2024
"10–15% of clients ask for sustainable investments"
Performance is the result of asset allocation and product choice.
03/26/2024
Why diversification matters amid buoyant markets
There is no debate that markets have been doing well, and we still see a supportive environment for equities this year.
03/26/2024
Ocado JV fuels 11% sales jump and global ambitions
The UK joint venture represents about 10% of group valuation, yet it showcases Ocado’s cutting-edge technology’s global potential.