Editions

The MSCI ACWI Index, a representative measure of global equities across developed and emerging markets, increased 3.4% over the fourth...

Sunny skies or cloudy with a chance of rain? Matt Brennan, Head of Asset Allocation at Scottish Widows, considers some...

A huge opportunity for advisers to add value? Gareth Davies, Pension Specialist and Ross Easton, Head of Platform Propositions, discuss...

When managing money for clients, the focus is of course on portfolio performance and resultant financial returns. Yet fund transaction...

As we enter 2026 following a year of increased polarisation for sustainable finance, the responsible investment landscape continues to evolve...

As China rebalances toward a service-driven model of growth, franchising may become one of the country’s most consequential institutional innovations...

For years, investors have focused on climate transition risk – policy shifts, regulatory changes and technological disruption. But the story...

Investors’ focus into 2026 is turning increasingly to AI-related risk: is it a stock market bubble that is about burst,...

Explore key findings from the 2026 Investor Confidence Barometer - investor behaviour, adviser challenges, AI adoption and the enduring value...

UK investors show confidence and resilience despite economic uncertainty, with advised investors leading the way. Explore trends, behaviours and retirement...

Advisers face mounting regulatory pressure, capacity challenges and tech disruption. Explore key concerns, IHT complexity and strategies shaping the advice...

Platform consolidation and AI adoption are reshaping adviser workflows. Explore trends, challenges and opportunities for efficiency and long-term client support.

Younger clients expect digital tools, speed and personalisation. Explore how AI, Targeted Support and hybrid advice models are reshaping the...

Our other key findings on wealth transfer challenges, gender diversity in financial advice, and why proactive planning is vital ahead...

Discover how global markets performed in November 2025. This review covers key data across equities

Review the key market trends of 2025 - from trade tensions and interest rate shifts to AI-driven equity gains –...

The global energy mix is shifting. In this article, Eva Cairns, Head of Responsible Investment, review what that transformation looks...

AI investment is soaring, but where’s the return? Explore how monetisation is emerging across the tech stack – from LLMs...

Discover smart ways to invest in rare earths without direct mining exposure – from strategic metals to banks benefiting from...

Explore the key challenges and opportunities for financial advisers in 2026 – from rising tax liabilities and evolving advice models...

Discover how global markets performed in October 2025. This review covers key data across equities

India and China dominate emerging markets, but their investment profiles differ sharply. Explore what drives performance and the long-term outlook...

Explore whether economic tides are turning in Europe as growth slows, inflation eases, and monetary policy shifts. Gain insights into...

Fresh from attending COP30 in Belém, Brazil, our Head of Responsible Investment, Eva Cairns, shares her thoughts on the outcomes...

Discover how Pop Mart’s Labubu collectible toys became a global phenomenon, reflecting China’s cultural commerce, shifting consumer trends, and soft...

Explore how social media-driven meme trading is reshaping markets and challenging traditional valuation. Learn why momentum, sentiment, and technical analysis...

Explore how generative AI is transforming search, reducing click-through rates, and challenging traditional web models. Learn about Google’s AI Overviews,...

Now in its third edition, the survey explores paraplanners adapting to workloads, regulation, and AI tools.

Theme 1 examines paraplanning’s future, focusing on confidence, generational gaps, and career opportunities.

Theme 2 explores platform trends, highlighting efficiency, flexibility, and paraplanners’ priorities for operational success.

Theme 3 examines technology adoption, focusing on AI integration, workflow automation, and opportunities for improved efficiency.

Other key findings highlight demographics, support levels, regulatory challenges, and paraplanners’ resilience amid industry change.

Explore Q4 2025 global market trends, from equities and bonds to emerging markets. Learn what’s driving performance and where opportunities...

COP30 marks a decade since the Paris Agreement. Key themes: stronger climate targets, scaling finance, protecting forests, carbon pricing, and...

Discover how smart beta strategies blend passive and active investing to optimise portfolios. Learn the benefits, limitations, and key approaches...

The US dollar remains dominant as the primary global reserve and trade currency, underpinning financial stability and US Treasury demand....

Explore the impact of physical AI on autonomous vehicles, smart factories and global markets, and why it’s a cornerstone of...

Major IHT reforms will affect pensions, agricultural property and business relief. Learn what’s changing and how to prepare your clients.

Discover how global markets performed in August 2025. This review covers key data across equities, bonds, and commodities, with insights...

Capital market assumptions help investors stay focused on long-term strategy, offering stability and insight amid market volatility.

Scottish Widows adopts forward-looking climate metrics to align investments with net zero goals, enhancing portfolio resilience and real-world impact.

India is now the world’s 4th-largest economy, growing at 6.4% annually. Strong markets, manufacturing growth, and global trade shifts position...

Transitioning from saving to spending requires careful planning for your clients. Avoid pitfalls like pound-cost ravaging and secure your financial...

Is momentum the key to successful income investing? Multi Asset Fund Manager David Jane questions whether income investing is ready...

Transitioning from saving to spending requires careful planning for your clients. Avoid pitfalls like pound-cost ravaging and secure your financial...

In July 2025, the MSCI All Country World Index, a representative measure of global equities, increased 5.0% in sterling terms...

Women are becoming an ever-increasing force to be reckoned with when it comes to controlling wealth, but there are still...

In the UK, we’ve had a step up in inflation in recent months and there are arguably several issues that...

As a proud signatory of the UK Stewardship Code, we recently published our 2024 Responsible Investment and Stewardship Report. It demonstrates...

The prevailing narrative in the so-called ‘ageing crisis’ has been one linked to overburdened pension systems, a shrinking workforce and...

One of the precious few joys of perusing European Commission documents lies in the challenge of spotting inventive means of...

Transitioning from saving to spending requires careful planning for your clients. Avoid pitfalls like pound-cost ravaging and secure your financial...

In the second quarter of 2025, the MSCI All Country World Index, a representative measure of global equities, rose 5.1%...

Despite equity market weakness following news of wide-ranging US trade tariffs in April, subsequent delays in their implementation enabled markets...

Systemic risks can have wide-ranging impacts across markets and economies. Their interactions can spark a cascade of consequences that can...

Scott Bessent, US Treasury Secretary and former hedge fund manager, has touted a “3-3-3” plan – a bold economic strategy...

The United Nations unveiled its 17 Sustainable Development Goals (SDGs) in 2015. These included SDG 8, “decent work and economic...

Israel’s attack on Iran’s nuclear programme and military leadership on Friday 13 June marked a significant escalation in the conflict...

Traditional investment strategies can fall short in navigating the complexities and volatility of today’s financial markets. Consequently, portfolio managers are...

In May 2025, the MSCI All Country World Index, a representative measure of global equities, rose 4.7% in sterling terms....

AI is fast becoming an essential part of our daily lives and often in surprising ways. From the road network...

Investing in China has been challenging in recent years. If you open any major Western media, you would likely encounter...

ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted...