A new UK government – but what does it mean for wealth managers? So, it turns out that the polls were right all along. Here in the UK, a new Labour government came into power after the 4th of July election. They now have a massive majority in the House of Commons as...
As Spring (or what we had of it) comes to an end and we head for what we hope is the warm and sunny days of Summer, we also leave behind…the recession! Yes, perhaps the most under-reported recession of history is officially over. According to the Office for National...
We are delighted to announce that our inaugural report into Multi-Asset Investment Funds is now available to readers. Researched and written by leading Compliance Consultant Tony Catt, this digital report focuses on global multi asset funds in 2024, bringing expert...
We are delighted to announce that our inaugural report into Fixed Income investments is now available to readers. Researched and written by leading Compliance Consultant Tony Catt, this digital report focuses on global fixed income markets in 2024, bringing expert...
As Q1 of 2024 draws to a close, the relentless charge of the Magnificent 7 continues with hardly a pause for breath. That’s been especially evident following Nvidia’s latest results in February which showed revenues up a staggering 265% on the back of their booming AI...
What might 2024 have in store for wealth managers? As 2024 gets underway, wealth managers will be newly focused on their key strategic goals as always. The business of asset allocation and stock selection are a constant challenge and 2024 is no exception. Since the...
Welcome to the final edition of Wealth DFM Magazine for 2023. And what a year it's been for wealth managers. Yes, the introduction of Consumer Duty was a biggie of course. But the state of the global economy has continued to make life difficult for investors as...
As the sultry days of summer fade from our memory, the arrival of the chill autumn see wealth managers focused on the usual challenges. At the root of these is trying to make the best asset allocation and stock selection calls in the face of today’s highly uncertain...
While the sun has been shining across most of the UK throughout June, recent economic news has been far from sunny. It’s been the worries about embedded inflation which have proved to be the stickiest of wickets, as slowing growth is factored in to asset pricing...
Recession: are we there yet? Whilst the answer to that question is no – technically - it’s still a good question to ask as it’s one which has plagued wealth managers, economists, policy makers and politicians for many months. And it looks set to do so for many more...
There can be little doubt that 2022 was a torrid year for investors. With the return of inflation, the Russian invasion of Ukraine as well as lasting impacts from the Covid pandemic all playing their part, equity and bond markets took fright. Indeed, 2022 was notable...
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