Guest
The importance of decisive action in uncertain times
By Bordier UK It may seem an age away today, but as we headed into 2020 our baseline scenario was reasonably favourable: one of slow and steady growth, linked to robust labour markets and some carry-over from 2019’s policy easing. Furthermore, the prospect of sustained low inflation meant policymakers could focus on the prevention of […]
Financial planning for the next generation. A case of Attitude to Risk or risk of attitude?
By Vitality With £5.5 trillion set to pass between generations over the next 30 years1, it’s clear this wealth transfer represents one of the greatest opportunities for the financial advice sector. Yet, generational shifts in attitudes and ways of accessing financial services mean that engaging the next generation represents one of the greatest challenges too. […]
The new economic order
By Andrew McCaffery, Global Chief Investment Officer, Fidelity International We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will characterise this new order, creating opportunities out of dislocation. History is littered with examples […]
Fine-tuning our bias to credit
By the Fidelity Multi Asset Income Team – Eugene Philalithis, George Efstathopoulos & Chris Forgan We are yet to see this extent of recovery in fundamentals for equities and dividend payments, and while earnings have generally been better than expected across regions and sectors, there is the risk that they could stall from here. In […]
Caution reaps its own reward in retirement if market tides turn
By Sam Liddle, Sales Director, Church House Investment Management If you’re a young person, with no job and little prospects, then Rishi Sunak’s recent jobs announcement would have given you cause for hope for the future. But it was less positive for committed savers, with retirement on the horizon, and recent retirees wondering what income […]
The risk of riding too high: The fall of Icarus
During this life in lockdown, I have found myself doing a lot of things I always thought of but didn’t get to until now – writes Andrew Morris, Product Specialist at Canada Life Investments. Recently, for example, I listened to Stephen Fry’s books, Mythos and Heroes, on audible whilst attempting to do yet another amateur […]
Intergenerational planning and investing in a sustainable future
£1trillion of assets is set to pass between generations over the next nine years¹ – but, according to research, 70% of family wealth is lost by the end of the second generation and up to 90% by the end of the third². The main contributor to this is a lack of communication between families – writes […]
Time for trusted principles, not blind panic amid crisis uncertainty
By Sam Liddle, Sales Director, Church House Investment Management The confidence with which the year started, a new UK government with a working majority and a Brexit strategy in place all seems like a distant memory. So much for our contention in Q4 last year that we were past ‘peak uncertainty’. Everything changed over the […]
Does idios = adios?
by Gareth Harries, Director of Nationals & Networks, HSBC Global Asset Management. Whilst most of us might not speak Greek, we will know the extent to which it has influenced the English language. Take the root word ‘idios’, which means ‘one’s own’ or ‘self’, leading to words like ‘idiosyncrasy’. But what does this have to […]
Investing in 2020 – Tilney Investment Management Services Limited
At the turn of the year, we were focused on the major political and economic events that we thought would shape the weather for investors in 2020: the next stage of the UK’s exit from the European Union; the upcoming US presidential election in November; and the planned stepping down of Angela Merkel as Chancellor […]