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.
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.