Dynamic Planner Investment Committee – Update Q2 2023

The Dynamic Planner Investment Committee met on Thursday 27 April and reflected on the wider financial sector frailties following the fall-out of the Silicon Valley and First Republic Bank collapses in the US. In Europe, the dramatic loss of confidence in Credit Suisse led to a deposit run-off at digitally enabled speed and a wipe-out of its statutory capital […]

Forging a path to progress

By Lucy Haddow, Investment Specialist, Baillie Gifford In July 1938, amid a turbulent political and economic backdrop, a team of German and Austrian climbers finally conquered the north face of the Eiger, a mountain in the Alps that had stolen many souls in the pursuit of a successful ascent. While the problem had been cracked, […]

Dynamic Planner launches latest Consumer Duty support as thinking shifts to delivery

Dynamic Planner has added to its range of Consumer Duty support to help advice firms take control of implementation. Advisers can now download a free guide which puts technology and Dynamic Planner at the heart of taking on all of the challenges thrown up by the imminent deadline for open products and services. Dynamic Planner […]

Einstein, Benjamin Graham and Napoleon

By David Macfarlane, Director, Discretionary Wealth Management, HSBC Asset Management We know there is an opportunity cost from not investing, particularly given the current inflationary pressures, but it’s important we help clients understand that short-term worries about market volatility shouldn’t override their long-term objectives. Einstein is rumoured to have said that ‘compound interest is the […]

Sustainable multi asset investing

By M&G Investments Sustainable Multi Asset Team Despite the pandemic and the recent slowdown in global economic growth, the take-up of sustainable investment strategies continues to expand, forming a permanent fixture in the investment landscape for millions of private and institutional investors the world over. Opportunities across the spectrum of sustainable investing continue to grow, […]

The benefits of outsourcing and model portfolios

By Evelyn Partners Financial advisers are accustomed to scrutiny. From Know Your Customer to Treating Customers Fairly, they have long had to prove that they are acting in the best interests of clients. However, this scrutiny is likely to move up a gear over the next 12 months, as Consumer Duty rules, a cost-of-living crisis […]

Celebrating five years of the truly active, low-cost, CT Universal MAP range

By Keith Balmer, Director and Portfolio Manager, Multi-Asset, Columbia Threadneedle Investments In 2017, Britain invoked Article 50 of the Lisbon Treaty, triggering the initiation of proceedings to break away from the European Union. The Brexit vote, of the previous year, had been merely advisory, activating Article 50 meant there would be no turning back. It […]

Dynamic Planner scoops ‘Best Technology Provider’ at Professional Adviser Awards

Dynamic Planner has been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards. The award assessed how providers had demonstrated innovation in the last 12 months while putting their adviser clients front-of-mind throughout. Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “This week has marked Dynamic Planner’s 20th Anniversary, and to be […]

When will central banks cease tightening?

By Tim Drayson , James Carrick, Legal and General Investment Management Markets suggest the US has almost reached an inflection point, while the UK and Europe have further to go in their battles against inflation. Prospects for the global economy are mixed, at best, this year: While the US should follow the UK and Europe […]

Are valuations too attractive again to ignore?

By Damien Lardoux, Head of Impact Investing, EQ Investors The level of market volatility seen in 2022 can be disorienting for even the most experienced investors. In challenging markets such as these, we can use valuations to gauge the attractiveness of the stock market over the next few years. With a current valuation multiple of […]

Will the 60/40 portfolio rise from the ashes?

2022 was one of the worst years on record for a US 60/40 portfolio. Here, Louis Finney and Nicole Goldberger, from the UBS multi-asset team, explain the appeal of diversifying exposures beyond traditional stocks and government bonds. For much of the past 25 years, investors have benefitted from a consistently negative correlation between equities and […]

Is there life yet in the 60/40 portfolio?

Is the 60/40 portfolio really dead? Newton Investment Management Head of Mixed Assets Investment Paul Flood and Portfolio Manager Simon Nichols see diversification and yield potential in bonds and certain areas of equities markets . The bond bear market may have been seen as the final nail in the coffin of the 60/40 portfolio, but […]

Multi-asset investing: 5 big questions for 2023

By Sunil Krishnan, Head of Multi-Asset Funds, Aviva Investors The big story for investors was the worst equity and bond performance since modern indices began, set against higher cash rates and inflation levels not seen for 30 years. This hurt portfolios and raised five key questions on what investors should look out for in 2023. […]

Patience please – Central banks are not quite finished

By Guy Monson, Chief Market Strategist, Sarasin & Partners After nearly a decade of super-easy money, a return to normality won’t be easy. Last year was anything but plain sailing for investors, with all major asset classes declining – the first time we have seen anything on this scale for the last 30 years. However, […]

Newton: Markets have changed forever

By Mitesh Sheth, Chief Investment Officer of Multi-Asset, Newton Investment Management The gains of globalisation are behind us and its’ effects are crumbling all around us. We have become so used to a ‘Goldilocks’ backdrop in which a rising tide of central bank liquidity has lifted all boats, with equities, bonds, credit, property, private equity […]

International Women’s Day 2023 #EmbraceEquity – What does it mean to 4 people at Dynamic Planner?

With 46% of team members at Dynamic Planner being women, we are truly embracing equity. For International Women’s Day 2023, we asked four women what embracing equity means to them. This is what they said. Steph Willcox, Head of Actuarial Implementation With three in four mothers with dependent children in work, the highest level over […]

Urban Synergy and Dynamic Planner Embracing Equity on International Women’s Day

Should we focus on Equality or Equity? The theme for International Women’s Day 2023 is Embrace Equity, which aligns firmly with our mission “Let’s build an equitable future”. But what do we mean by that? We have worked for more than 15 years with young people across London and beyond to help educate them, remove […]

News from the Dynamic Planner Investment Committee – End Jan 2023

The Investment Committee (IC) met on Monday 23 January and reflected on the downstream impact of the dramatic escalation in geopolitical risks, due to the Russian invasion of Ukraine, now almost 12 months ago, and the associated commodity price shocks. The macro environment is radically different to the optimistic one prevailing at the start of […]

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