Wealth DFM

27/09/2024

We are delighted to present the latest in our IFA Annual Report Series; The Sustainable Investment Report 2024.

Submit your details below to access a complimentary digital edition of our leading market compendium for 2024:

We are delighted to present the latest in our IFA Annual Report Series; The Sustainable Investment Report 2024.

27/09/2024

Amundi, European leading asset manager ranking among the top 10 global players, and European ETF leader, announces the expansion of its emerging markets (EM) fixed income offering, with the launch of the Amundi J.P. Morgan INR India Government Bond UCITS ETF, at management fees of 0.30%.

Amundi, European leading asset manager ranking among the top 10 global players, and European ETF leader, announces the expansion of its emerging markets (EM)

27/09/2024

The Global Marco Research team has released research on the China economy showing that policy had already succeeded in loosening financial conditions modestly over the past three months, even prior to the latest package of policy measures announced on Tuesday 24 September.

The abrdn Global Marco Research team has released research on the China economy showing that policy had already succeeded in loosening financial

27/09/2024

In the following analysis for IFA Magazine, Eustace Santa Barbara, CFA, co-manager of the IFSL Marlborough Special Situations, UK Micro-Cap Growth and Nano-Cap Growth funds, reminds us why it can prove lucrative to look beyond the big high profile names and look for value elsewhere when it comes to investing in UK equities.

In the following analysis for IFA Magazine, Eustace Santa Barbara, co-manager of the IFSL Marlborough Special Situations, UK Micro-Cap Growth and Nano-Cap

26/09/2024

In this episode of IFA Talk, Jenny and Brandon delve into the rapidly evolving world of AI within financial services—a sector ripe with opportunities for innovation. Despite the buzz around AI, many advice firms are still navigating how to translate talk into tangible, practical solutions. Thankfully, we had Arran Kingston, Founder and CEO of 4admin, join us to share how his company is doing just that.

Listen below!

In this episode of IFA Talk, Jenny and Brandon delve into the rapidly evolving world of AI within financial services—a sector ripe with opportunities for

26/09/2024

Mastering change and elevating adviser support with M&G Wealth

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The last 12 months have presented a period of unprecedented change in the advice industry as advisers, wealth managers, and many others within the financial

25/09/2024

Four new directors have been appointed to The Investment Association (IA) Board of Directors following its Annual General Meeting (AGM) this afternoon. The Board of Directors oversees the IA’s activity and is made up of senior leaders from across the industry.

Joining the IA's Board are: 

25/09/2024

Gold priced in the Pound peaked Wednesday morning above £1990 per Troy ounce, setting its 25th new all-time high of 2024 to date for UK investors and savers and gaining 22.3% this year so far. Analysis from bullionvault says that this year’s run already beats all but 6 full-year totals for new British Pound records over the past 57 years, since gold prices began trading freely in 1968.

Gold priced in the Pound peaked Wednesday morning above £1990 per Troy ounce, setting its 25th new all-time high of 2024 to date for UK investors and savers

25/09/2024

In his latest analysis, Anne Benoit, Managing Director, Investment Solutions Group of MFS Investment Management, has shared his latest thinking on the Fed, following last week’s 0.5% rate cut – the first in four years – and also his views on the the US dollar & China.

Words are as loud as actions.

25/09/2024

Morningstar, Inc.’s third annual global asset owner survey finds ESG materiality broadening, active ownership rising and demand for improvements in ESG data growing.

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Morningstar’s third annual global asset owner survey finds ESG materiality broadening, active ownership rising and demand for improvements in ESG data growing.

25/09/2024

Jumbo cuts call for neutral duration, says Mirabaud Asset Management's Andrew Lake

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The latest data shows the market has priced a further eight 25bps cuts, so 10 in total through to January 2026 – a level unheard of outside of a recessionary

25/09/2024

Companies are under pressure to actively decarbonise to meet efforts towards net zero. But not all carbon emissions are easy to prevent. This, as Celine Grace Legaspi, Vice President in Redington’s manager research team, highlights in the following analysis, is where carbon credits play a crucial role.

But what exactly are they and why are asset managers taking an interest in them? Read on, as Celine takes us on a deep dive into this fascinating world of

25/09/2024

New research from international asset management company Managing Partners Group (MPG) reveals that with a record $6.5 trillion sitting in US money market funds, institutional investors and wealth managers predict an unprecedented surge in demand for bonds over the next few years as the US Federal Reserve continues to cut rates.

New research* from international asset management company Managing Partners Group (MPG) reveals that with a record $6.5 trillion sitting in US money market

25/09/2024

Schroders Capital today announces it has received regulatory approval for its first UK Wealth market focused Long-Term Asset Fund (LTAF), a significant milestone as the firm focuses on providing investors with a broader selection of access points to private markets.

24/09/2024

Sharing his latest insights with us, Jon Brachle, Investment Manager, J.P. Morgan US Smaller Companies Investment Trust , discusses the current market dominance of large-cap tech stocks, specifically the Mag7, and why it’s not only led to a polarised market, but also is making smaller companies an attractive alternative for diversification.

24/09/2024

It’s a pivotal moment for investors in the US – as it is for those right across the globe. The US presidential election on 5 November is proving too close to call with Trump and Harris still neck and neck in the polls. What might the US election mean for investors, and will the rally continue to broaden? In a roundtable today hosted by The Association of Investment Companies (AIC), the team from AIC asked investment trust managers from the North America and North American US Smaller Companies sectors for their views on investing in the US at this critical time.

What might the US election mean for investors, and will the rally continue to broaden? In a roundtable today hosted by the Association of Investment Companies

24/09/2024

Geoffrey Yu, senior markets strategist at BNY, comments on a prediction that the pound is on course to reach its highest level since 2021 against the dollar.

Geoff Yu, senior markets strategist at BNY, comments on a prediction that the pound is on course to reach its highest level since 2021 against the dollar

24/09/2024

Robert Gilhooly, Senior Emerging Markets Economist at abrdn, shares his latest views on the World’s 2nd biggest economy

“China has stepped up with a more aggressive set of policy easing measures. A stronger currency and Fed rate cuts are likely to have helped spur action, as

24/09/2024

Sharing her latest market insights, Kristina Hooper, Chief Global Market Strategist, Invesco reflects on the latest central bank moves and tells us all the reasons why she sees markets as ‘swimming in a sea of uncertainty’ for the next few months.

First, mea culpa. I was wrong. I was confident that after passing on an opportunity to cut rates in July, the Federal Reserve (Fed) wouldn’t deliver a jumbo

24/09/2024

IFA Magazine’s recent webinar in partnership with TIME Investments put the spotlight on the trends and opportunities currently appearing in real estate investment. The discussion, chaired by Ian Alyward, former Head of Manager Selection and Responsible Investment at Barclays, saw TIME Investment’s Andrew Gill and Gravis’ Matthew Norris, CFA tackle some of the big questions around the real estate market.

IFA Magazine’s recent webinar in partnership with TIME Investments put the spotlight on the trends and opportunities currently appearing in real estate

24/09/2024

Falling US rates could be a lifeline for emerging markets: John Plassard, Mirabaud Group

By John Plassard, senior investment specialist at Mirabaud Group

23/09/2024

Market analysis from Rupert Thompson, IBOSS Chief Economist, part of Kingswood Group as he reflects on recent interest rate decisions and looks ahead to what is likely to be on the radar for investment strategists this week. And why he believes that some emerging markets ‘remain downright cheap’.

The price-earnings ratio of the US is once again as much as 60% higher than other markets. With doubts now emerging over whether the massive AI-related

23/09/2024

As India’s Prime Minister, Narendra Modi begins his US visit, Abhinav Mehra (pictured), co-manager of the Chikara Investments LLP's Indian subcontinent fund, comments on the country’s displacement of China as the largest MSCI EM market and the economy’s future growth prospects.

"Modi's visit to the US this week couldn't have come at a better time for India with recent news that the country has displaced China as the largest MSCI EM

23/09/2024

Bond markets decided against a traditional “quiet summer” and instead gave us two bouts of volatility to book-end the period – the snap French elections and the “flash crash” in August - Alexander Pelteshki, CFA – co-manager, Aegon Strategic Bond Fund

Alex Pelteshki – co-manager, Aegon Strategic Bond Fund

23/09/2024

Axyon AI, which improves asset manager performance by delivering alpha opportunities via AI-powered asset rankings and AI strategies, has appointed Nicholas “Nick" Greenland as Senior Vice President, Business Development.

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Axyon AI, which improves asset manager performance by delivering alpha opportunities via AI-powered asset rankings and AI strategies, has appointed Nicholas