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Financial Advice
IHT aggravates advisers AND families
Professionals have frequently found themselves in the middle of disputes - is it worth the drama?
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Pensions
Rocking the boat: New insurers make waves with annuities
How have new entrants shaped the bulk annuity industry?
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Pensions
Asset allocation: Strongest sector, investor preferences and belief in private markets
Demand for private markets has continued to surge among institutional investors, with this theme now maturing as new preferences emerge.
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Financial Advice
Trump’s tariffs: The winners and losers
Which countries will be hit the hardest by President Trump's tariffs?
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Financial Advice
Adapting to change: The evolution of discretionary portfolios
Some investment solutions stand the test of time, but continuous adaptation is usually required. So how can an evolving approach to portfolio management drive long-term success?
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Financial Advice
The perfect blend? Finding strategic balance with blended managed portfolios
With many financial advisers looking to provide their clients with a balance between active and passive investment strategies, blended portfolios are proving an attractive option, as RBC Brewin Dolphin’s...
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Financial Advice
How artificial intelligence is reshaping investment strategies
How will artificial intelligence revolutionise portfolio management, investment research, and financial decision-making?
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Financial Advice
Reassessing European equities
Are European banks now offering significant value opportunities for investors amid prevailing pessimism?​
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Financial Advice
Why passive funds deserve a place in every portfolio
Passive investing isn’t just for the everyday investor—it’s a cornerstone strategy even for the ultra-wealthy.
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Pensions
The biggest barriers to investing in private markets
Institutional investors may be increasingly engaging with private markets, but barriers remain that may delay further allocations.
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Financial Advice
MPS: Don’t rue the rebalance
Agility and timely rebalancing are crucial for MPS managers. Oswald Oduntan, Investment Manager on Quilter Cheviot’s MPS team, explains how a flexible approach helps us respond quickly to market changes...
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Investment Management
Forward-Looking Climate Metrics in Corporate Bond Portfolios
How can forward-looking climate metrics improve risk assessment in corporate bond portfolios?
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