Sponsored 11 Dec 17
Why tech is key, in the UAE
Hot on the heels of the recent publication of Insight Discovery’s Middle East Investment Panorama report (MEIP), Hansard International’s Sales and Marketing Director, Graham Morrall draws on his personal highlights and shares his views of the future for one of the industry’s most dynamic regions.
Sponsored 14 Nov 17
Keeping an eye on future estate planning
In the run up to next week’s budget, there is increasing speculation that the Chancellor will once again look to reduce the tax advantages provided by pensions. Whether this comes through another cut in the annual allowance or a change to the tax relief, it would be a further blow for middle and high income earners who are looking to save for retirement.
Sponsored 6 Sep 17
Rachael Griffin talks technical expertise in the financial planning process
Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.
Sponsored 1 Mar 17
Quilter Cheviots Tim Childe talks about bespoke discretionary portfolios
Quilter Cheviot focuses primarily on structuring and managing bespoke discretionary portfolios for private clients, charities, trusts, pension funds and intermediaries.
Analysis 17 Nov 15
Why bond investors need to know the breakeven
The raft of recent central bank meetings in late October and early November offered clarity but few surprises on the future direction of monetary policy – the Bank of England lifted interest rates from their decade-long slump to 0.5%, while the US Federal Reserve set the stage for a further rate hike in December 2017. More broadly, rhetoric from key policymakers firmly suggests that interest rates will continue to rise and monetary stimulus will gradually be withdrawn over the coming months. Investors concerned about what this could mean for their bond portfolios are spoilt for choice when it comes to looking for clues in economic and financial indicators. But understanding the credit market breakeven, and the potential benefits of short duration bonds, will be crucial…