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Investment

Prepare, don't predict: The folly of investment forecasting

Investment

Prepare, don't predict: The folly of investment forecasting

Research should be at the core of all investment processes

clock 20 October 2023 • 4 min read
Partner Insight: Is the sustainable outlook too negative?

Investment

Partner Insight: Is the sustainable outlook too negative?

Investors need to balance concerns about the macro-outlook with exploring exciting micro-opportunities to identify worthwhile sustainable opportunities in 2023, according to Mike Fox, Head of Sustainable Investments at Royal London Asset Management

clock 20 October 2023 • 4 min read
Tatton AM assets jump nearly 8% on the back of £900m inflows

Investment

Tatton AM assets jump nearly 8% on the back of £900m inflows

Latest trading statement sees 21% year-on-year AUM rise

clock 19 October 2023 • 1 min read
Mercer commits to UK advisers with improved investment offering

Companies

Mercer commits to UK advisers with improved investment offering

Sebastian Maciocia appointed as director of UK wealth management

clock 18 October 2023 • 1 min read
State pension set to rise 8.5% as CPI inflation remains 'steady'

Economics / Markets

State pension set to rise 8.5% as CPI inflation remains 'steady'

State pension rise comes at 'considerable cost to today’s workers'

clock 18 October 2023 • 4 min read
Partner Insight: Investor archetypes

Economics / Markets

Partner Insight: Investor archetypes

In this article, we outline four key personality archetypes that advisers will recognise among their client bases. We then explain how advisers can tailor their guidance to address the biases of each key archetype.

clock 18 October 2023 • 7 min read
SJP keeps exit fees for Asia and ME products amid UK overhaul

Investment

SJP keeps exit fees for Asia and ME products amid UK overhaul

International products will continue to have early withdrawal charges

clock 17 October 2023 • 1 min read
Equity funds take majority of sustainable inflows in 2023

Investment

Equity funds take majority of sustainable inflows in 2023

Equity funds also experienced £16.4bn of ‘conventional' outflows in Q3

clock 17 October 2023 • 2 min read
Partner Insight: US inflation could hit 2% a year ahead of schedule

Bonds

Partner Insight: US inflation could hit 2% a year ahead of schedule

Modest rate cuts would be justified in this scenario, says US investment giant

clock 17 October 2023 • 1 min read
Government bonds in vogue as Evelyn boosts allocation for MPS

Investment

Government bonds in vogue as Evelyn boosts allocation for MPS

Move towards more government bonds at the expense of corporate bonds

clock 16 October 2023 • 1 min read
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