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Comment, Analysis & Research

10/06/2023

Schroders Institutional Investor Study 2023: Investors target sustainability and private assets amid energy transition opportunities as inflation concerns remain

The annual study, which spans 770 investors across 36 regions and US$34.7 trillion in assets, is a strong barometer of the investment appetite of investors across the globe.

10/06/2023

75% of advised Brits have higher quality of life, report reveals

With almost one in two saying their mental health benefitted from financial planning

10/06/2023

UK house prices rate of decline slows over September

The index showed that average house prices fell by 0.4 per cent in September compared to a fall of 1.8 per cent in August.

10/05/2023

Winners of CISI Financial Planning Awards 2023 revealed

The Chartered Institute for Securities & Investment has announced the winners of our Financial Planning Awards 2023

10/04/2023

The UBP EAM team’s guiding principles are quality and selectivity

UBP has a Tier 1 ratio of 27.3% and a short-term liquidity ratio of 262%, both of which make it one of the sector’s best-capitalised banks.

10/04/2023

Monthly update: have interest rates finally plateaued?

Interest rates, the rising oil price and China’s challenges are all on investors’ minds this month.

10/03/2023

House prices stay flat but mortgage rates edge lower

This should come as no surprise given the affordability pressures that people are under given elevated interest rates and the cost of living.

10/03/2023

Sanctions tracker: FCA reports on review of firms’ sanctions controls

The review involved proactive assessments of firms’ controls, using a new analytics-based tool, as well as the use of specific intelligence and reporting.

10/02/2023

How will Ireland put its newfound wealth to work?

Bumper corporation tax receipts have filled the country’s coffers.

10/02/2023

Property and mortgage data point to housing slump, but interest rates offer a chink of optimism

This may be because so many people that had their mortgage up for renewal in the near future opted to get it sorted as early as possible fearing rates were going to get even higher.

10/02/2023

GDP data shows bright spots but economic challenges remain

Indeed, the first quarter also saw an upwards revision to 0.3%, highlighting that while economic growth is challenging, it isn’t quite non-existent for the UK.

09/29/2023

Celebrating the STEP Private Client Awards with ZEDRA!

The Academy sees music as a universal form of communication to bridge cultural, political, economic and linguistic barriers.

09/29/2023

Capital vs. pension: another point of view

Many factors come into play when deciding what to do with your pension assets, and these go far beyond tax considerations.

09/29/2023

abrdn Property Income trust share price drops 24% over six months despite NAV growth

43.1% discount to NAV

09/28/2023

Interview: Graeme Hartop, CEO of Edinburgh-headquartered private bank Hampden & Co

This was followed in August by it revealing 2023 interim results, registering a pre-tax profit of £5m, and total lending having grown 6 per cent year on year to reach £461m, for example.

09/28/2023

The modern female investor: empowered, sustainable, goal-driven

Women are managing growing levels of wealth across many countries.

09/28/2023

Concrete conversations: how the built environment is getting smarter

This allows the generation of actionable data to detect inefficiencies, troubleshoot problems and self-adjust, thereby making buildings more efficient and sustainable.

09/28/2023

Sustainability stock market league table: which rank best and worst?

Our analysis ranks the world’s biggest stock markets by their sustainability credentials, providing an additional, underappreciated, lens on how to assess their risks and opportunities.

09/28/2023

Schroders marks sustainability milestone with leading impact industry verification

The nine Impact Principles cover areas such as strategic intent, origination and structuring, portfolio management, and impact at exit, and include independent verification.

09/27/2023

“We want Luxembourg as a real hub”: Indosuez executives

But the three of them have known each other for quite a while, Carcy points out during our interview, given that they’ve all worked for Crédit Agricole for many years.

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