Philippa Aylmer writes that with UK assets looking attractive relative to the rest of the world and the end of the Omicron wave in sight, it might be easy to dismiss ‘partygate’. However, Stuart Clark, portfolio manager at Quilter Investors warns investors to expect increased volatility in 2022.
The UK’s December CPI figure of 5.4 per cent for the year was higher than expected and reminded Paul Craig, portfolio manager at Quilter Investors of the situation 30 years ago.
Dr Greg B Davies, Head of Behavioural Finance, Oxford Risk writes that the right level of risk for an investor to take depends, to some extent, on that investor’s balance sheet. The more an investor relies on investments to fund their life, the lower their capacity to take risk with that portfolio.
Nick Eatock, CEO of intelliflo writes that sometimes it takes a crisis to press home just how useful a certain tool or strategy can be.
Goldman Sachs Asset Management has published its top investment ideas for 2022 in a report entitled New Challenges, New Opportunities: Eight themes we’re watching.
“The Wei Forward Report”, written by Lord Wei of Shoreditch, the social entrepreneur and Conservative peer, and commissioned by Future Planet Capital, the international impact investment group, sets out how venture capital can provide the solution to harnessing university-originated innovation, enabling a next generation of entrepreneurs to supercharge efforts to solve the biggest problems like climate change, health, educations, and security issues, whilst still delivering profits for investors.
Rathbone Greenbank Investment’s Kate Elliot, head of ethical, sustainable and impact research, has commented on the top three ESG themes for 2022.
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.
A new report from Dianomi and The Dubs reveals the subjects investors are most interested in, via content consumption, search data and internal insights.
A new survey from independent investment consultancy, bfinance, has identified significant changes in wealth managers’ investment capabilities and practices. Firms are innovating too as they fight to maintain market share and profitability in an era of fee compression and new tech-based competition, the firm says.
For a fleeting moment normality seems to have returned to our everyday lives, even if it will be some time until we can really consider the Covid-19 pandemic to be over. Nicky Maan, CEO of Spectrum Markets explores the medium and long-term trends against the background of the potentially fragile recovery.
Lucy Aylmer talks to Matthew O'Connell, head of investment at the Bordeaux Index, about LiveTrade, the firm’s award-winning online trading platform designed to enable the buying and selling of fine wines.
