Jim Henning

By Jim Henning, Head of Investment Services, Dynamic Planner Concerns over the rising pace of inflation have seen interest rates start their gradual climb and the beginning of the end of the great financial experiment by central banks, referred to as quantitative easing. This raises a number of questions for those clients relying on natural […]

Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate and confusion around the labelling of sustainable investing solutions.

For those of you who couldn’t join us last month for our sustainable investing events, you may not yet have seen the new sustainability questionnaire in Dynamic Planner. This has been specifically purposed to help you engage with your clients in a structured way, so you can properly understand their level of preferences when it […]

JIM HENNING, Head of Investment Services at Dynamic Planner, shines a revealing light on risk and volatility and the starkly different impacts they can have on a client’s portfolio in accumulation, as opposed to decumulation. Here, Jim contrasts the conflicting experiences of pound cost averaging and pound cost ravaging and what they mean for your […]

Unprecedented. Extreme. Sobering. It has been hard to keep pace with what’s happened in markets this year. Here, Dynamic Planner’s Head of Investment Services Jim Henning takes a step back from the headlines and highlights the immediate and longer-term trends and shifts witnessed in 2020. How does this year’s volatility compare in the context of […]

Dynamic Planner Investment Committee – Q1 2020 Update Global growth levels were muted for 2019, but forecasts are for a modest pick-up in 2020 for the G7 economies. The US still stands out among the advanced economies, given the current full employment and strong retail sales growth. With 2020 being an election year, there have […]

The fundamental search for high and rising income can come at the cost of increased complexity – and, in some cases, increased risk that might not be that easy to assess for suitability when using traditional, asset allocation sector analysis methods. This challenge is a very specific one faced by the traditional investor base seeking […]