NEWS & INSIGHTS

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Our latest research, thought leadership, insights and press releases. You can also sign up to receive the best adviser content via our regular Adviser newsletter.

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Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors.

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Our annual temperature check on the health of the paraplanning profession and an insight into the increasingly crucial role that paraplanners play.

The Consumer Duty: Principles and Foreseeable Harm

By Alastair Black, abrdn

Adviser newsletter

Alastair Black, Head of Industry Change, takes a closer look at the Consumer Duty’s ‘avoid foreseeable harm’ cross-cutting rule and explains the significance of the principles-based approach behind the regulation.

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Budget Summary Briefing

By

Adviser newsletter

The key headlines from a savings and investment perspective.

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Why ‘Nature Positive’ Will Be As Big As Net Zero

By Jenn-Hui Tan, Fidelity International

Adviser newsletter

With around half of global GDP moderately or highly dependent on nature, it is no surprise that biodiversity is moving up the agenda of companies, policy makers and investors. Global Head of Stewardship & Sustainable Investing Jenn-Hui Tan discusses the risk biodiversity loss poses to investors and outlines what needs to happen to unlock the financing needed to effectively tackle this issue.

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"30-baggers": why the UK has more than its fair share

By Jean Roche & James Goodman, Schroders

Adviser newsletter

There are many “old” economy names among the select group of UK companies which have appreciated in value by 30 times or more. We put it to you that “boring” industries have the potential to produce some very exciting investments.

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Inching Closer Towards Rate Cuts

By Ariel Bezalel and Harry Richards, Fixed Income at Jupiter Asset Management

Adviser newsletter

Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.

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Focus On Quality For Success In Equities

By Melda Mergen, Columbia Threadneedle Investments

Adviser newsletter

Investors should not expect everything to go ‘back to normal’ in 2023, says Melda Mergen. Higher inflation and a weaker economic environment will mean not all companies will thrive. As the economy reopened after the Covid-19 pandemic, we saw a lot of one-off drivers of inflation, but longer-lasting drivers have also been unleashed.

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How Likely is Recession Across Markets?

By Lale Akoner, BNY Mellon Investment Management

Adviser newsletter

Dwindling central bank liquidity, the ongoing conflict in Ukraine and a rolling deglobalisation trend all look set to shape investment market fortunes throughout 2023 with varying degrees of recession likely across major markets.

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2023 Will See Assets Revert to Longer Term Trends

By John Husselbee, Liontrust

Adviser newsletter

Many investors will likely wish to forget 2022. They will mostly remember it for Russia’s invasion of Ukraine sending shockwaves around the world’s financial markets and the sharply rising interest rates that created major headwinds for equities and especially bonds. Will 2023 offer more of the same?

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