Analysis & Opinion
The Week: Cost disclosure: investment trusts bounce back

The regulator has resolved the problems around cost disclosure for investment trusts, but platforms still have concerns. 

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Analysis & Opinion
Global updates: US markets surge to new highs

Equity markets dipped early in September, dragged lower by concerns about the outlook for the US economy that were compounded by disappointing empl... Read More

Market Updates
Market briefings looking back at September

A selection of articles, written by our expert investment writers that cover the markets looking back through September.

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Video
Fidelity International | Fund in Five: Fidelity Sterling Corporate Bond Fund

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive s... Watch Now

Business Toolkit
What the end of NS&I 6.2% bond tells us about cash savings

Fidelity’s Ed Monk looks at the options available as investors look for a new home for their savings.

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Business Toolkit
Will Labour change the State Pension age?

The government has legislated for an age increase from 66 to 67 in 2026-28 and to 68 in 2044-46. However, the timing of the rise to 68 is in doubt... Read More

Analysis & Opinion
Investing for income

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or t... Read More

Business Toolkit
Tax treatment of money purchase death benefit payments

Here is a rough guide from Fidelity Adviser Solutions – including a flowchart – to the tax treatment of money purchase death benefit pa... Read More

Business Toolkit
Labour's possible pension changes - what chance they happen?

How might Labour change pensions and retirement savings? Fidelity Ed Monk explores some of the most talked-about potential changes.

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Analysis & Opinion
5 keys to investing in 2024

History has shown that the economy and markets seem to always find ways to surprise investors. Nevertheless, whatever is in store for investors in... Read More

Business Toolkit
Financial wellness insights for your clients

Having a good relationship with money and making the most of it day to day is so important. So, how can you help look after clients' financial... Read More

Analysis & Opinion
ESG Hub
Head to our new ESG Hub to hear news, views, and expert analysis, and to find out more about the key issues driving environmental, social, and Governa... Read More
Market Updates
Connect with us on LinkedIn
Be sure to follow us on LinkedIn to stay up to date with all the latest news, articles and information from our editors and sponsors. Read More

Latest IFA News

mps_liquid111024 Partner Zone

Weekly market views: A liquid golden week

Read the latest market views from Premier Miton’s Managed Portfolio Service investment team for the week commencing the 30 September.

Premier Miton Investors 11th Oct 2024

fil_esgreg111024 Analysis & Opinion

European ESG Regulatory Update - October 2024

Fidelity’s sustainability team provides an overview of the latest developments across the ESG regulatory landscape and outlines the implications for investors.

Fidelity International 11th Oct 2024

sch_decarb111024 Analysis & Opinion

How to decarbonise your investments

As the world races towards net zero, Schroders discusses the strategies investors could use to decarbonise their portfolios.

Schroders 11th Oct 2024

nineo_mknature111024 Analysis & Opinion

Making nature count: an investor’s perspective

Ninety One’s Stephanie Niven discusses a new way of managing nature risks from the earliest stages of construction and infrastructure projects.

Ninety One 11th Oct 2024

sch_decarb111024 Analysis & Opinion

Green Macro Newsletter September 2024: progress on clean energy targets and job creation

Schroders’ quarterly briefing on the economic impact of climate change, the energy transition, and natural capital.

Schroders 11th Oct 2024

pm_inflat101024 Partner Zone

Perspectives – Everything is inflationary

With US & UK inflation falling, are we back in the lower for longer regime? Premier Miton’s David Jane, shares why this may not be the case. 

Premier Miton Investors 10th Oct 2024

sch_ukchan101024 Analysis & Opinion

How the UK Chancellor could fill the country’s £22 billion “black hole”

The Labour Party’s manifesto commitments will make it tricky for Rachel Reeves to fix the public finances in her first Budget – Schroders sets out the options at her disposal.

Schroders 10th Oct 2024

fil_chinpolicy101024 Analysis & Opinion

Chinese policy crosses the Rubicon – what now?

A decisive policy pivot – in the form of a fiscal boost – has seen China’s equity market escape its trough – Fidelity’s team assesses whether investors should believe...

Fidelity International 10th Oct 2024

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UPCOMING EVENTS

Video: Premier Miton Investors | Talking Markets – US Equities

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UPCOMING IFA EVENTS

Capital Group: Thriving on change: A new perspective on global equity investing - Newmarket

Newmarket

12:30:00

Tue, 15th, Oct

Approx. 1 Hours

We are pleased to invite you to a roundtable presentation and discussion on transformational and multigenerational changes in the global ...

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Capital Group: Thriving on change: A new perspective on global equity investing - Norwich

Norwich

12:30:00

Wed, 16th, Oct

Approx. 1 Hours

We are pleased to invite you to a roundtable presentation and discussion on transformational and multigenerational changes in the global ...

Read More

Capital Group: Thriving on change: A new perspective on global equity investing - Bristol

Bristol

12:30:00

Tue, 5th, Nov

Approx. 1 Hours

We are pleased to invite you to a roundtable presentation and discussion on transformational and multigenerational changes in the global ...

Read More
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