Investments & Markets
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Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell’s Laura Suter
In this latest episode of IFA Talk, Sue and Jenny explore a challenge that financial advisers frequently face—helping clients move beyond the…
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Moneyfarm’s Richard Flax on navigating volatility and why diversification is key
It’s been a noisy couple of weeks in the markets, driven by concerns about slower economic growth, particularly in the US. We’d…
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BlackRock: Seizing growth opportunities in frontier markets
The geopolitical landscape continues to shift, with supply chains being redrawn and political alliances changing. This environment will, in our view, continue…
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ClearBridge Investments: Renewables under Trump likely better than expected
While the new Trump administration creates elevated risk as it shifts clean energy policy, our view is that any changes to the…
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Private markets: Sarasin’s Alastair Baker highlights attractions of such alternative thinking for wealth managers
With private markets expanding at a rapid pace and public listings becoming less attractive, wealth managers must rethink portfolio allocations. Alastair Baker,…
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Q4 data caps off a strong 2024 for advised platforms reports lang cat, despite increase in outflows
Q4 2024 caps off a strong year for advised platforms according to the lang cat’s latest Advised platform market data report, which…
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The Genomic Revolution – from incremental to exponential growth. Fascinating insight from Ark Invest Europe’s Bhushan
Scientific revolutions tend to happen gradually—until, suddenly, they don’t. According to Rahul Bhushan (pictured), Managing Director at ARK Invest Europe, genomics is…
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Aberdeen dividend research highlights the true power of compounding as up to 7.5 million investors could be missing out on thousands
Aberdeen, the global asset manager calculates that millions of investors are potentially compromising long-term returns by not reinvesting dividends. For investors going…
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Nuveen’s Fifth Annual EQuilibrium Global Institutional Investor Survey: Institutional investors broaden their reach in private market allocations
Private markets continue to shape the evolution of institutional portfolios, according to Nuveen’s Fifth Annual EQuilibrium Global Institutional Investor Survey, with significant…
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AJ Bell: Eight funds and trusts for ISA season
With less than three weeks before the end of the current tax year, many investors will be assessing their portfolios and wondering…
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