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Financial Advice
Weighing the risks and opportunities of Mag-7 dominance
The global stock market's concentration in a small number of mega-cap U.S. technology stocks, notably the Magnificent Seven, is raising systemic risk concerns among investors.
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Financial Advice
The dollar dilemma: combatting hidden risks
Despite ongoing political uncertainty and a sharp decline in the value of the dollar, US equities have continued their upward trajectory. However, with stock valuations hovering near historic highs, some...
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Financial Advice
Why model portfolios keep winning advisers
L&G Fund Manager Francis Chua discusses the rise of model portfolio services, their dual identity as product and service, and what advisers are really looking for in long-term partnerships.
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Financial Advice
How have active funds been managed through financial market shocks?
In an environment of market volatility, a resilient investment strategy hinges on active management and a consistent investment process.
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Financial Advice
The value of personalised advice
The question ‘what is the true value of financial advice?’ is of huge importance to financial advisers. According to Vanguard, the answer must consider several key points.
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Financial Advice
Infrastructure is the key to unlocking AI success
The desire for more compute hardware and data centres presents exciting opportunities for investors.
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Financial Advice
The benefits of using liquid alternatives in portfolio construction
Ryan Paterson, Portfolio Manager at Schroder Investment Solutions, explores how liquid alternatives can enhance diversification, improve resilience, and open up opportunities beyond traditional markets....
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Financial Advice
Business Relief demystified: a simple way to reduce IHT
Could Business Relief transform your clients’ estate planning?
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Financial Advice
Enabling AI’s future through infrastructure
Which infrastructure assets are powering the AI revolution?
Financial Advice
Invest well, live well: Insights on Rathbones’ investment philosophy
Rathbones’ senior team discusses the four pillars that underpin their MPS service and how the proposition aims to help clients invest well – and live well.
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Financial Advice
Not all passives are created equal
The construction of a multi-asset passive investment involves a series of active decisions.
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Financial Advice
The Treasury’s raid on middle earners
Over the last few years, successive governments have increased their tax take by freezing allowances and increasing rates. This ‘stealth’ tax has affected all taxpayers but is particularly detrimental...
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