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Rathbones: Income tax retreat raises big questions ahead of Budget
A recent Rathbones survey of over 3,000 UK adults found that an income tax hike was a top concern ahead of the…
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Markets torn between soft landing narrative and risk-aversion
Daniela Hathorn, senior market analyst at Capital.com, shares her latest round up of the market ups and downs this week as follows:…
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Autumn Budget: more fiscal tightening, but by how much?
Analysis from Raphael Olszyna-Marzys, international economist at J. Safra Sarasin Sustainable Asset Management Chancellor Rachel Reeves will unveil the government’s new budget…
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Hargreaves Lansdown: Gilt yields spike after possible government tax rise U-turn
Labour is reported to have ditched their plans to increase income taxes, which would be a meaningful U-turn and potentially has big…
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Alex Funk appointed CEO of PortfolioMetrix
Alex Funk, currently UK CIO of PortfolioMetrix, has been appointed CEO, with founder Brandon Zietsman transitioning into the role of Executive Chair.…
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Is the market wrong about AI losers?
Alistair Boyle, portfolio manager at Mid Wynd International Investment Trust, sets out how just seven stocks accounted for almost 70 per cent of…
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The importance of framing investment gains and losses in uncertain times | Marlborough’s Edward Kennedy shares his thinking
In volatile markets, perspective is everything. Drawing on the quirks of snooker, Edward Kennedy, Head of Marlborough’s Personal Portfolio Service, shares his…
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EQ Investors appoints Tom Wait as Investment Manager
EQ Investors (EQ), the B Corp wealth manager, today announces the appointment of Tom Wait as Investment Manager in its discretionary fund…
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Podcast #148: The future of advice – Sparrows Capital’s Arnie Millington on value, trust and technology
How can advisers prove their value, close the advice gap, and embrace technology without losing the personal touch? On this week’s episode…
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From niche to necessity: the rise of private equity in modern portfolios
Once reserved for institutions and the ultra-wealthy, private equity is now part of the mainstream investment landscape. Hamish Mair, Fund Manager of…
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Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
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Aviva Investors launches innovative Social Value Label for real estate development projects
Aviva Investors, the global asset management business of Aviva plc, announces it has created the ‘Aviva Investors Social Value Label’, a certification scheme…
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Fund manager insights| Diversification matters but, asks Aberdeen’s Gabriel Sacks, where does China fit in?
With US markets wobbling and global investors reconsidering their sources of growth, attention is turning once again to China. Gabriel Sacks, Co-Manager…
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This week’s market, according to Fidelity International’s Tom Stevenson
As strong earnings ease valuation worries, the US re-opens for business, and UK data guides the Bank of England’s next move, Tom…
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TEI Podcast #8: Navigating a shifting IHT landscape with confidence; Pensions, IHT and the upcoming budget, with Toyin Oyeneyin, Tax Product Specialist at Octopus Investments
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Sue take a look back at some of…
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UK firms turn to older workers and returners as skills gaps and shrinking talent pools bite
Two fifths of UK employers (40%) are actively hiring people returning from a career break, while around a third are actively hiring…
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Hargreaves Lansdown on Tesla: Musk’s moonshot gets the green light
As Tesla shareholders approve Elon Musk’s pay package, Matt Britzman, senior equity analyst, Hargreaves Lansdown has shared his thoughts. A $1 trillion…
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CFA Institute: AI to transform not eliminate graduate jobs in finance
Artificial intelligence (AI) will significantly reshape graduate careers in finance over the next five years, according to CFA Institute, the global association…
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Rathbones Asset Management’s Thomson backs real-world winners of the AI revolution
Artificial intelligence (AI) is transforming industries far beyond Silicon Valley from eyewear and e-commerce to the infrastructure powering the digital economy, according…
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Seven in ten Londoners plan on investing in the next 12 months
Seven in ten (69%) of Londoners are planning on investing in the next year as they seek higher returns than are on…
