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Financial Advice
Inflation concerns are resurfacing
Recession fears are fading, but inflation concerns have resurfaced as consumer price index expectations have steadily risen since the beginning of the year.
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Financial Advice
Why is consumer confidence stagnating?
Economically, things look to be picking up for consumers - they have more disposable income but there is a hesitancy around spending.
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Financial Advice
Ramping up technical firepower
Many firms are reliant on legacy technology or rigid data models that lack flexibility - but there are systems available that manage multiple asset classes in one place.
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Financial Advice
Concerns over market bubble may be overblown
Investors may be questioning whether now is the right time to buy with markets reaching new highs.
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Financial Advice
Lagging effect of tightening monetary policy will weigh on credit
The overwhelming demand for credit has provided a strong tailwind but caution is warranted.
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Pensions
Isio’s 2024 Professional Independent Trustee Survey
Now a regular industry fixture, Isio's survey is back for its fourth edition. Professional trustee firms have had another busy year – both servicing existing clients with high levels of activity and managing...
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Financial Advice
A focus on dividends is not likely to add value
There's nothing special about dividends except that they are a tax-efficient way to return capital to shareholders- but they are not income, they are just a return of capital.
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Financial Advice
AI Can Boost Dividends Too, Says Fidelity Manager
Fidelity Global Equity Income Fund manager Aditya Shivram reveals his winning picks among companies with the most generous dividends.
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Pensions
Putting a price on retirement
A framework to explain to clients how they may approach retirement spending.
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Financial Advice
The Magnificent Seven Stock Rally Makes Sense
Earnings and the outlook for tech stock growth support the move higher in stocks.
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Financial Advice
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
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Financial Advice
Can AI lead thematic investing back to glory?
Thematic investing could be poised for a standout year for cloud, cybersecurity, 5G and genomics.
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