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Review of the week: A Lot Going On
Last Updated: July 22, 2025
There’s a veritable sea of moving parts out there in the global economy, which are keeping investors on edge. The big question is, how will they influence central bankers?
It’s good to talk
Last Updated: July 22, 2025
Encourage your clients to take advantage of a time when they’re together as a family to talk about their financial plans.
How China’s generational shift is impacting its economy
Last Updated: July 22, 2025
A recovery is expected for China’s economy this year, now that its zero-COVID restrictions have been scrapped and government policy has become more supportive. However, its longer-term challenges, such as a shrinking workforce and inefficient allocation of resources, remain. As a result, an initial cyclical rebound is likely to give way to structurally slower growth over the long term.
So, what could this mean for your clients’ investment portfolios?
Swimming against the demographic tide
HIGHER FOR LONGER: IMPLICATIONS FOR INVESTORS
Last Updated: July 22, 2025
.hero-banner__author-name {display: none !important; }The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But that doesn’t mean we’re returning to an environment just like the one before they hit. The world has changed profoundly since the late 2010s, as have the investment opportunities available along with it.
Review of the week: Back on the Carousel
Last Updated: July 24, 2025
After a solid year for investors, albeit with jarring moments and a pervasive uncertainty, what does 2025 have in store?
Spring forecast: the best laid plans
Last Updated: December 16, 2025
Will economic reality drag the UK government into changing its Budget only six months after delivering it? Here’s a quick summary of what’s looming over the Spring Forecast on 26 March.
Charity investment training webinar series
Last Updated: July 22, 2025
Equities – which markets?
Review of the week: The cycle of hope
Last Updated: November 25, 2025
When you really want some thing to happen, it’s hard to be objective about it. You focus on the reasons why it will happen and explain away any suggestion that it won’t. Investors have been guilty of this while dreaming ceaselessly of American interest rate cuts over the past year or more.
Review of the week: The pathetic fallacy
Last Updated: July 24, 2025
Uncomfortable weather hangs over the UK and its markets as everyone waits for a sign of summer.
Sanjiv Tumkur
Last Updated: March 2, 2026
Sanjiv started his career at Morgan Grenfell Asset Management (later Deutsche Asset Management) in 1996 where he was an investment manager and equity research analyst. In 2006 he joined Alliance Bernstein to focus on equity research for mid-cap companies and later moved to Investec Wealth & Investment.
Sanjiv graduated from Oxford University with a degree in Philosophy, Politics and Economics and has passed the Institute of Investment Management and Research (IIMR) exams.
Keeping cool without overheating the planet
Last Updated: July 22, 2025
We take a look at the impact that heating and cooling buildings is having on climate change, how technology changes can improve future outcomes and what this means for long-term investors.
How could Labour's budget affect my finances?
Last Updated: September 15, 2025
With Labour having pledged not to increase the taxes which raise the most revenue, capital gains tax (CGT), pensions and inheritance tax (IHT) are in the spotlight. Here we explore what changes they could make, and what that might mean for your finances.