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Chikara shares outlook on India: From short-term pain to structural shift
Andy Draycott, Portfolio Manager of the Chikara Indian Subcontinent Fund, shares his insights on the market situation in India. Market selloffs don’t…
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A dynamic approach to global fixed income investing
Brought to you in partnership with Capital Group Adapting fixed income portfolios across market cycles Dynamic global fixed income: Investing across the cycle…
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Are AI-era technology companies rewarding employees more than shareholders?
Sean Peche, Portfolio Manager at Ranmore Fund Management, questions whether the AI-driven tech boom is delivering real value to shareholders or disproportionately…
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Dollar headlines sound ominous – but the opportunity set is expanding
Feature brought to you in partnership with Vanguard Negative sentiment around the US dollar has intensified in recent months, fuelling concerns about…
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Podcast #171: Supporting client outcomes in uncertain markets, with Wesleyan’s James Tothill
In this week’s episode of IFA Talk, we explore how advisers can support client outcomes in an increasingly uncertain and volatile market…
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Strategic bond funds: rebuilding resilience and income in client portfolios
This feature is brought to you in partnership with BNY Investments. Our Q&A with Damien Hill of Insight Investment, a BNY Investments…
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Why a multigenerational approach to financial planning matters more than ever
Jordan Wheatley, financial planner at wealth management firm Five Wealth, discusses why a multigenerational approach to planning is key to achieving clients’…
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Aberdeen’s Xin-Yao Ng on why Elon Musk is right to label China an ‘ass-kicker’
“People outside China underestimate China. But China is an ass-kicker, next-level.” So said Elon Musk[1] – and he should know, having seen…
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FundCalibre: Four elite-rated EM managers following in the footsteps of Mark Mobius
Last month, the financial services industry sadly lost one if its most influential figures, Mark Mobius. Mark spent over three decades managing…
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Vanguard: is fixed income regaining its place in portfolios?
This feature is brought to you in partnership with Vanguard For advisers and investors alike, the question is no longer whether bonds…
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How rising populism is shaping markets and portfolios
Brought to you in partnership with Capital Group Short‑term boosts, long‑term risks for investors From politics to portfolios: the market impact of rising…
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Podcast #170: Bespoke portfolio services and tax-smart structuring, with Brooks Macdonald’s Adam Temple
Now live: The latest episode of IFA Talk is available to listeners. This week, we explore how bespoke portfolio services and tax-efficient structuring are…
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2026 Fixed Income Insights
Welcome to the 2026 edition of Fixed Income Insights – a refreshed and reimagined publication that we have developed with advisers firmly…
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Podcast #169: Making the case for passive investing, with Evelyn Partners’ Dan Caps
This week on IFA Talk, in partnership with Evelyn Partners, we take a deep dive into passive investing, and how it has…
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Truly Independent: What does ‘financial advice for everyone’ really mean?
The challenge of eliminating – or at the very least narrowing – the advice gap has brought countless proposals from advisers, regulators…
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Amova AM on Japan amplification risk: yen weakness and terms-of-trade shock
In this article, Naomi Fink, Chief Global Strategist at Amova Asset Management, explores how external shocks are feeding into Japan’s domestic economy,…
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Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades
In this week’s episode of IFA Talk, in partnership with Minerva Fund Management Solutions (Minerva), we explore how some firms are rethinking…
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Move beyond the noise for peace of mind and for opportunity
There was a time when news bulletins routinely ended with a quirky, uplifting story. News at Ten’s “And finally…” segment during the…
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Manager insights | What the Iran conflict means for oil markets and energy equities – Guinness Global Investors
With US-Iran talks last weekend having failed to reach an agreement, the Strait of Hormuz is now effectively closed to energy exports…
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Iran conflict dampens ETF demand in March, but active ETFs remaining on track for another record year
In March 2026, the European ETF market* was unable to escape the markets’ risk-off sentiment. With net inflows of USD 12.1 billion,…
