30-year high inflation – Should I be worried?

It’s been difficult to catch up on the news lately without seeing headlines of inflation hitting 30-year highs. But are we heading back to the 1990s? What can be done? And does inflation even matter in financial planning, asks Steph Willcox, Head of Actuarial Implementation at Dynamic Planner? What is inflation? Inflation is the decline […]

Will fortune favour the cautious?

by Guy Monson, CIO and Senior Partner, Sarasin & Partners LLP 2021 was a year of unexpectedly strong recoveries. The IMF, for example, in its October 2020 outlook, pencilled in US GDP growth of 3.1% for 2021 – by last quarter that had almost doubled to a red hot 6% (with similar upgrades across much […]

Global bond market outlook 2022

By Jim Leaviss, Fund Manager at M&G Investments After a tumultuous year for fixed income markets, fund manager Jim Leaviss presents his outlook for 2022. Jim considers the outlook for inflation and what this means for central bank policy and financial markets. He also looks at some of the more recent macro developments, such as […]

How climate change can impact return expectations and what this means for multi-asset investors

Climate change affects the long-term asset class return assumptions that underpin portfolio construction and multi-asset investors need to consider its implications carefully.

What tightening? You’ve never had it so easy!

by Ruffer LLP Financial conditions have never been so accommodative Source: Ruffer LLP, Bloomberg Omicron or not, the US economy is booming. The cocktail of pent-up animal spirits, household net worth at all-time highs plus hefty measures of monetary and fiscal stimulus is a potent one! The Atlanta Federal Reserve ‘NowCast’ has US Q4 real […]

Advisers who embrace hybrid will thrive in 2022, says Dynamic Planner CEO Ben Goss

CEO Ben Goss, believes advisers who focus on customer needs and see change as an opportunity to demonstrate value in a hybrid world are well placed for success in 2022.

Dynamic Planner Updates – December 2021

Document store, relationship management, intelliflo office integration and “are you sure”? Read more in our December updates

Garraway launches Decumulation Model Portfolio using Dynamic Planner’s Risk Managed Decumulation standards

Advisers using Dynamic Planner’s Risk Managed Decumulation Service (RMD) can now access the Garraway Decumulation Model Portfolio Service. The portfolio is the first decumulation portfolio built specifically to meet Dynamic Planner’s RMD Standard. It has been created using Dynamic Planner’s leading risk-rated portfolio guidelines and assigned a risk rating of 5. Chris Jones, Proposition Director, […]

Balancing risk within a volatility managed portfolio

Accurately target Dynamic Planner risk levels while drawing on the expertise of a proven investment team with Brooks Macdonald’s Volatility Managed Portfolio Service (VMPS) Understanding risk tolerance is a core skill for any financial planner. It’s one of the reasons why more than 6,500 advisers use Dynamic Planner, giving them access to award-winning psychometric risk-profiling […]

Robust, repeatable and reliable

By Bordier UK Centralised investment propositions (‘CIPs’) have been around for some time. The FCA first gave guidance on related product governance requirements, and then enshrined their requirements into the PROD sections of MiFID II. Whilst no regulation specifically states any rules solely for centralised retirement propositions (‘CRPs’), the principles laid down in PROD cannot […]

Drive towards sustainable investing promises improved clarity for clients en route

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

Dynamic Planner creates Sustainability Discussion Guide for advisers

Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper style Sustainability Discussion Guide for financial advisers to use with their clients. The foreword has been written by Dr Ben Caldecott, founding Director of the Oxford Sustainable Finance Group at the University of Oxford.

Advice firms have real opportunity under UK Sustainability Disclosure Requirements

By Tribe Impact Capital The announcement of the UK’s proposed Sustainability Disclosure Requirements (SDR), followed by the recent release of the Roadmap for Sustainable Investing, is the latest indication that sustainability will continue to be central to the world of financial advice. For financial advisers, as the SDR are implemented, there’s an enormous opportunity to […]

Inflation – What to make of the current dynamics

By Maria Municchi, Multi Asset Fund Manager, M&G The recent bout of volatility has affected both equities and fixed income markets. In this article, by Multi Asset Fund Manager Maria Municchi, we would like to explain our views on the current interest rate regime and our assessment of the inflation scenario. Recent market movements are […]

Market outlook: Three things to look out for over the next year

As we enter the last quarter of 2021, we believe that these are likely to be the main areas of focus for investors over the next 12 months, writes Maria Municchi, Multi Asset Fund Manager with M&G Investments. Growth and how this is affected by further COVID-19 developments Tapering and the influence of the US […]

Dynamic planner’s Louis Williams named Future Leader in Knowledge Transfer Partnership Awards

Dynamic Planner’s Head of Psychology & Behavioural Insights Louis Williams, has been named as one of the eight Knowledge Transfer Partnership (KTP) Awards’ Future Leader for 2021 Winners. Louis has worked with Dynamic Planner for two years, spearheading a cutting-edge behavioural science and investment initiative with Henley Business School, an alliance formed via the Government-backed […]

Inflation and us

Who are CAM? What do we do? City Asset Management (CAM) exists to increase the real wealth of clients. We achieve this through a rigorous real return investment management process, combined with an exceptional level of personal service. Being outcome focused investors, our core multi-asset investment services are designed to outperform inflation-plus benchmarks over the […]

Dynamic Planner Updates – July 2021

It’s been a busy few months here as the team have been working hard to complete a number of exciting updates and enhancements. Firstly, we’ve added a number of features to our Cash flow tool. Building on the goals feature we released in May, we’ve added a number of new visualisation options to help you […]

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