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The @Schroders Multi-Asset team remains positive on equities, but believes investors should pay closer attention to a changing risk environment as market optimism becomes increasingly reflected in valuations. professionalparaplanner.co.u… @SchrodersPR
In the introduction to @Schroders Q3 Sustainable Investment Report, Andy Howard says that investors are moving beyond broad sustainability allocations and focusing instead on how sustainability-related risks and opportunities affect portfolios professionalparaplanner.co.u…
The Chancellor is facing criticism for seeking to incentivise high-growth business founders with a new tax break, while simultaneously tightening relief for those who choose to sell their business. professionalparaplanner.co.u…
A quarter of UK adults would choose to keep £10,000 in cash rather than invest it, even if they knew they would not need it for 10 years, according to new research from Scottish Friendly. professionalparaplanner.co.u… @scotfriendly
The Chartered Institute for Securities & Investment (CISI) is calling on financial planners across the UK to take part in Financial Planning Week 2027. professionalparaplanner.co.u… @CISI
Industry experts have said the Chancellor’s Budget contained few surprises for markets, leaving investors focused on the factors they believe will have the greatest influence on returns. professionalparaplanner.co.u…
What did the Chancellor announce? From tax and savings to housing, welfare and business support, we round up the main measures from the Autumn Budget 2026. professionalparaplanner.co.u…
Chancellor John Healey’s announcement that he will scrap plans to cut the tax-free allowance on cash ISAs has been met with mixed reviews amid concern constant tinkering to the rules will impact saver confidence. professionalparaplanner.co.u…
The Chancellor announced plans to introduce a Starter ISA for first-time investors in the Autumn Budget on Wednesday. professionalparaplanner.co.u…
Investors have been flocking to precious metals in recent weeks in a bid to protect their wealth from tax changes ahead of the Budget. professionalparaplanner.co.u…
Inheritors are making major financial decisions before they feel ready, increasing the risk of missed opportunities, new research from @CapitalGroup has found. professionalparaplanner.co.u…
John Healey has delivered his Autumn Budget but the real work in understanding what the announcements mean in practice, starts now. Join us next week, as we help unpack the detail with Paul Squirrell of @Fidelity professionalparaplanner.co.u…
Albane Poulin, Fixed Income Fund Manager for the TM Gravis Digital Infrastructure Income Fund, explores why bonds can offer an attractive way to access the digital infrastructure theme while helping to reduce portfolio volatility. professionalparaplanner.co.u…
J O Hambro Capital Management believes some of the most interesting opportunities in emerging markets sit outside the largest companies and markets that dominate benchmark indices. professionalparaplanner.co.u…
In partnership with Just, the Financial Vulnerability Taskforce has launched a new guide designed to help advice firms navigate situations where concerns arise about a client’s ability to make informed financial decisions. professionalparaplanner.co.u…
Analysis from IG indicates that a growing number of NHS staff, teachers, military personnel and police officers could be affected by the £100,000 personal allowance taper over the coming years, bringing tax and planning considerations into sharper focus. professionalparaplanner.co.u…
As Premium Bonds approach their 70th anniversary and Junior ISAs mark 15 years since launch, cash remains the preferred option for many parents putting money aside for their children, according to new research from Fidelity International. professionalparaplanner.co.u…
New research from @RathbonesGroup suggests sustainable funds could account for a greater share of client portfolios over the coming year, as fund selectors continue to see value in active stewardship professionalparaplanner.co.u…
Pressure on some of the market’s largest AI-linked companies has highlighted growing concerns over valuations and infrastructure spending. Elliot Farley, CEO and Fund Manager at T. Bailey Asset Management, reviews the latest market developments. professionalparaplanner.co.u…
David Bajada & Ankita Baheti, Co-Head of Private Equity Investments Asia at @Schroders explore why capturing Asia’s growth potential requires a diversified approach across countries, sectors and stages of the investment lifecycle professionalparaplanner.co.u…
