How advice clients can avoid a huge Trump-sized mistake
Investors could do more harm than good by chopping and changing their portfolio, says Sparrows Capital CIO Raymond Backreedy
Author: PA Adviser
-
-
Iboss: Why fund selection matters more than ever
Iboss’ Chris Rush discusses how investors can deal with extreme dispersion in fund returns
-
Schroders: Is gold the new dollar?
Investors flocked to the safety of gold rather than the US dollar amid recent volatility as Trump rewrites the global monetary regime
-
Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
-
Advice will need to be more holistic than ever
Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice
-
FCA’s targeted support framework could be neither well-targeted, nor very supportive
Unless behavioural differences are taken into account, the framework risks offering solutions that are only superficially suitable, writes Greg B Davies
-
In a volatile world, diversification must go beyond 60/40
There is a growing consensus that a portfolio split between public equities and bonds is no longer enough in today’s markets
-
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US
-
Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
-
Trump’s Liberation Day: How to TILT-proof your portfolio
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
-
Beyond Finance Awards: Winners revealed!
The awards recognise those who are driving positive change through philanthropic endeavours and commitment to diversity and inclusion
-
AXA IM Alts adds private credit strategy to fund stable
Combines firm’s private and alternative credit capabilities into a single global diversified strategy with a European focus