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TEI Podcast #5: The fundamentals of investing in small to mid-cap companies with Unicorn Asset Management’s Fraser Mackersie
In this latest Tax-Efficient Investment (TEI) special episode of IFA Talk, Matt and Jenny dive into the UK’s… Read more
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Longer-duration stance needed with growth set to slow
By Fatima Luis, senior portfolio manager at Mirabaud Asset Management Our macro view hasn’t changed since the start… Read more
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Wall Street rallies as tariff fears ease and Fed boosts sentiment
By Daniela Sabin Hathorn, senior market analyst at Capital.com Equity markets have resumed their upward trajectory, climbing the proverbial… Read more
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The golden opportunity in California carbon
By Tom Roderick, portfolio manager of the Trium Epynt Macro Fund. California’s carbon market just got political. After… Read more
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UK companies slash borrowings in strategic shift towards resilience
Smaller firms lead the way as debt levels drop across major sectors, according to new data from Opus… Read more
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New research from the IA finds younger generations breaking the taboo on money conversations
Money is a taboo topic for many across the UK, with Brits more likely to discuss politics and… Read more
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Nearly 1 in 5 people in the UK die before retirement age – Why writing a Will early is essential
New data reveals 18% of people in the UK die before the state retirement age of 67* –… Read more
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CISI Chartered Fellow Robert Hughes-Penney elected as Sheriff of the City of London
The Chartered Institute for Securities & Investment (CISI) is delighted to congratulate Robert Hughes-Penney Chartered FCSI on his… Read more
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One in ten company directors in the UK now working past state retirement age of 67
620,000 company directors in the UK are now aged 67, the state retirement age, or older**, shows research… Read more
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HSBC Asset Management 2025 mid-year investment outlook: “New rules” reshape global investment playbook
As we head towards the second half of 2025, HSBC Asset Management have released their latest update, outlining… Read more
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Latest Publications
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Are emerging markets entering a new investment era? | Wealth DFM 24 | June/July 2026
Welcome to the Summer edition of Wealth DFM Magazine. With tensions still ongoing in the Middle East, along with heightened…
