About half of institutional and wholesale investors globally say that a lack of robust data is holding back their organisations’ further adoption of ESG, according to a new global study by Capital Group, with assets under management of GBP1.9 trillion.
Russian President Vladimir Putin's intervention to ease gas prices went some way to calm investor fears last week, writes Philippa Aylmer.
But with rising prices and the world economy constrained by shortages of labour and components, the threat of stagflation is becoming a major theme amongst investment managers.
Dr Boris Rankov, Head of Digital Advisory at InvestCloud, writes that the pandemic has significantly re-shaped client expectations in wealth management, and advisers need to adapt to this new environment to ensure future success.
More money for eating out, a higher personal grooming budget and the inclusion of a Netflix subscription are among the changes to the Pensions and Lifetime Savings Association’s Retirement Living Standards in the first update of the rules of thumb for retirement spending since they were established two years ago.
Ursula Marchioni, head of BlackRock Portfolio Analysis and Solutions in EMEA, writes that multi-asset investors are stepping up their move toward sustainability across portfolios through a variety of different routes.
Global Fund Media Ltd. is pleased to announce the editorial buy out of ETF Express and Wealth Adviser. As of 1st October 2021, Beverly Chandler and her team will be responsible for the continued evolution of the two titles.
Russell Andrews, Global Head of Advice Solutions, SEI Asset Management Distribution, writes that when news broke of the surprising surge of trading activity in the newly-termed ‘meme stocks’, it turned a small yet growing trend of social media-influenced trading patterns into a media phenomenon and a mainstream talking point. Since then, the debate has raged, and even regulators have weighed in. But the question remains: how will the story end?
New data from Quilter, the wealth manager, shows that the number of people making Class 3 National Insurance Contributions (NICs) rose 85 per cent following the introduction of the new state pension in 2016.
Wealth Adviser's sister title ETF Express features the first in a new series of videos with Asset TV on ETFs, opening with the thematic panel, featuring Allan Lane from Algo-Chain, creator of ETF model portfolios; Hector McNeil of ETF white labelling firm HANetf; Thomas Bailey, ETF editor from Interactive Investor and David Barfoot from thematic ETF issuer Rize ETFs.
Willem Sels, Global Chief Investment Officer, Private Banking and Wealth Management at HSBC writes that after the rollercoaster of the last 18 months, it is clear from recent data that global economic momentum is starting to slow.
The European Fund and Asset Management Association (EFAMA) has today released its latest Market Insights report, Perspective on the costs of UCITS. The full report breaks down the costs of UCITS, focusing on the fees charged for the different services provided along the investment fund value chain and distinguishing between the product cost for which fund managers are directly responsible, and the total cost of ownership borne by consumers, which includes the product cost as well as the costs of distribution and advice.
Tilney Smith & Williamson, the wealth management and professional services group, is this month marking its first anniversary having completed the merger of Tilney and Smith & Williamson 12 months ago on 1 September 2020.
