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Financial Advice
From first date to forever client
Personalising the investor journey from a digital engagement perspective can attract new clients and forge lasting relationships.
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Financial Advice
Are retail investors right for ELTIF 2 funds?
The European fund industry is looking at how European Long-Term Investment Funds (ELTIF) fit in retail portfolios.
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Financial Advice
Semi-liquid funds open up energy transition assets
Semi-liquid funds have been created to make it easier for investors to access, allocate and manage illiquid assets exposures - such as those in the renewables space.
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Financial Advice
Seeing Further in Changing Times
An ever-changing investment landscape makes having a robust, forward-thinking philosophy even more essential.
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Financial Advice
Adding emerging market debt exposure? Look to local bonds.
From improved credit quality to deeper capital markets, as well as the surprisingly defensive characteristics, there is enough to make the case for a structural allocation to emerging market fixed income....
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Investment Management
What to know about dividends in 2024
Dividends continue to play an important role in equity portfolios with respect to income, enhancing total returns and style bias.
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Financial Advice
What does responsible investing 2.0 look like?
ESG themes continue to play a pivotal role in shaping portfolios.
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Investment Management
The Conservative Party Manifesto
Tories reject capital gains tax hike as British ISA proposals absent from manifesto.
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Investment Management
Labour's manifesto pledges change
Labour pledges to stop the chaos, turn the page, and start to rebuild.
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Investment Management
Lib Dems pledge fair deal
The Liberal Democrats pledged to protect the independence of the Bank of England, keep inflation at 2% and introduce a national financial inclusion strategy.
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Investment Management
Green Party election manifesto
Green pledge to change the BOE's mandate to make the sustainability transition a central objective.
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Financial Advice
Everyone is talking about the ESG backlash
ESG has experienced turbulence on both sides of the Atlantic. Is the disenchantment temporary – or is it here to stay? Professional investors only.
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