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.
Konstantin Anissimov, Executive Director at CEX.IO, writes on the crypto crackdown in the UK, saying that the industry should embrace it.
Investment management is an industry in constant expansion, with PwC recently estimating a USD35 trillion increase in the total global value of assets under management by 2025. Because of this growth, financial crime risks and regulatory scrutiny could also increase across the industry.
Simon Harryman, Senior Business Development Director, Ingenious writes on the resurgence of inflation and how it can affect estate planning.
Research from BullionVault reveals that private investors across the Western world last month showed the weakest interest in buying gold since before the Covid Crisis began.