Exclusives
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Manager Insights |Why infrastructure holds up amid Middle East inflation pressures
With so much uncertainty hitting the global economy as fears of inflation look to impact growth, Shane Hurst, Portfolio Manager, ClearBridge Investments,…
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Analysis | Are investors overlooking the chances of the Iran conflict being the next ‘big wave’ to hit markets? Strait talking from Trium Capital’s Tonev
Considering the huge levels of uncertainty around the global economy as a result of the conflict in Iran, are markets being complacent?…
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Confluence’s Chris Smith-Hill explains why FBOR is the answer to the risks hiding in your clients’ portfolios
When a client asks what they own, most advisers can answer that question at the fund level. They can point to an…
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Franklin Templeton on the UK’s economic crossroads: what comes after Starmer?
The prospect of yet another British Prime Minister looms large. Should it materialise, the United Kingdom would see its fifth leader in…
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Franklin Templeton launches Core Enhanced Equity funds for UK investors
Franklin Templeton has launched a range of enhanced indexing funds for UK investors which combine systematic factor-based investing with a proprietary “conviction”…
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Bfinance on Middle East crisis: why the equity/bond free lunch isn’t over yet
March 2026 was an uncomfortable month for investors. As the Iranian conflict escalated into open war, oil prices rose sharply, short-term inflation…
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Equilibrium: Protecting your portfolio amid geopolitical uncertainty and market shocks
Geopolitical uncertainty, interest rate concerns, and renewed inflationary pressures are again testing advisers and clients. Amid ongoing uncertainty, it’s crucial to remain…
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Scaling through culture: How incremental behavioural changes can transform asset managers
Asset management has a habit of talking about scale as if it were an unqualified good. Bigger platforms, broader capability sets and…
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Risk Warnings Review recommends rebalancing of risk warnings to help consumers take better informed investment decisions
The Risk Warnings Review, commissioned by the Chancellor as part of the Leeds Reforms and undertaken by industry, government and regulators, has…
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The pitch deck paradox: benchmark-hugging presentations in a world that needs alpha
Tony Lanning, a member of the fVenn team, recently estimated that he had viewed over 10,000 fund decks over the course of…
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