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Review of the week: A Lot Going On
Last Updated: November 9, 2023
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: June 17, 2024
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 4, 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
Review of the week: Move fast and break
Last Updated: March 13, 2023
When banks fail they do so suddenly and the shock can create panic that spreads trouble to other lenders. That’s why US regulators have stepped in swiftly and unambiguously.
HIGHER FOR LONGER: IMPLICATIONS FOR INVESTORS
Last Updated: July 4, 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: June 13, 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: June 12, 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 24, 2023
Equities – which markets?
Review of the week: The cycle of hope
Last Updated: July 4, 2025
Review of the week: The pathetic fallacy
Last Updated: June 3, 2024
Uncomfortable weather hangs over the UK and its markets as everyone waits for a sign of summer.
How might the Autumn Budget affect you?
Last Updated: November 1, 2024
In one of the most anticipated Budgets in recent history, Chancellor Rachel Reeves announced plans to raise £40 billion from taxes, which will predominantly impact businesses and high-net-worth individuals. This could be an important time to reconsider your financial planning arrangements with support from specialists.
Charity investment training webinar series
Last Updated: July 6, 2023
Understanding investment tools: An introduction to asset classes. A brief overview of the main asset classes that can typically be used in a charity’s investment portfolio.