Insights and events for financial advisers

Strong company profits offset the pressure of high inflation, helping balanced portfolios make small gains in an uncertain quarter.

Markets remain resilient, but prolonged conflicts, higher inflation and strained government finances are increasing the case for broader diversification.

Strong earnings are winning the market tug of war for now, but rising bond yields are putting more pressure on valuations and future returns.

Markets keep circling familiar risks, but earnings resilience and shifting rate expectations continue to reward investors who look beyond the headlines.

Helping clients balance funding care needs with passing on wealth.

How changes in pension rules and investment strategy influence care funding decisions.

A structured overview of how advisers can help clients fund later life care effectively.

How advisers can support clients in preparing for the financial, practical and emotional realities of later life care.

We look past the headlines as earnings resilience battles AI worries, bond-market nerves, and geopolitical uncertainty.

The potential $2tn listing of AI startup Anthropic has set us thinking about who might win out in the AI wars. That’s an important question for investors.

Sheffield Wednesday's difficult season and the Japanese yen's recent weakness share a striking parallel — both have hit historic lows, before showing tentative signs of recovery with a little outside assistance. While short-term volatility remains inevitable for both, underlying fundamentals suggest that, over the long run, better days lie ahead.

AI enthusiasm is giving way to AI accountability, as investors ask whether the huge spending boom can turn promise into durable profits.

We look past the noise as Iran, AI, and central banks leave investors waiting for resolution.

A discussion around our thinking and positioning of the multi-asset and model portfolios.

Markets are still waiting to be called, with bonds offering more cushion than before and investors rotating away from tech rather than heading for the exits.

We look at what the two new most powerful men in Britain might do for the economy and public finances in office – and what they should do.