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Insights

What’s that coming over the hill? Is it inflation?

If the past year hasn’t been unpredictable enough already, the prospect of rising inflation may now pose fresh questions for investor portfolios.

Helping your clients make the most of regular portfolio reviews

In some ways, creating a portfolio that reflects an investor’s appetite for risk, goals and circumstances is the easy part. Maintaining that over the long-term can be much more complex thanks to macro events, changing circumstances and investor behaviours or emotions. Regular reviews are one way you can help clients to keep on the right track.

Embracing the technological revolution

Far-reaching technological developments have opened up investing, attracting a younger market and enabling more investors to go direct. Amid all this change though, financial advice still has a crucial role to play.

Navigating the links between geopolitics and portfolio performance

Navigating the links between geopolitics and portfolio performance

Advisers and investors have long paid close attention to the impacts of geopolitical events on investment markets and portfolios. But such impacts can be complex and even counterintuitive, requiring advisers to both guide investors and calm their nerves.

Reading between the lines of asset allocation

Reading between the lines of asset allocation

You don’t need to look far to see how much of today’s investment landscape is still underpinned by the principle of asset allocation.

Are you a bull or a bear?

Investors of all kinds tend to sit up and take notice when global financial organisations like the International Monetary Fund (IMF) and the Organisation for Economic Co-operation and Development (OECD) announce economic projections.

UK budget 2020

A big picture budget with some points of interest for savers and investors.

Stay in tune ...

Stay in tune ...

When considering your investment portfolio, regular reviews make sense to help manage your risks and keep you on track towards your investment goals.

Risk matters: an introductory guide

Risk matters: an introductory guide

At the heart of investing is a simple concept that goes a long way in helping to understand what it's all about: the risk-return trade-off.

Advice and guidance in a digital world

Advice and guidance in a digital world

There can be a lot to think about when making decisions about your money. The good news is that technology is making expert support accessible to more of us than ever.

A quick guide to index investing

A quick guide to index investing

Spreading your money across different investments, keeping your costs down and getting support from an expert are three ways to help make the most of your money.

Navigating your investment routes

Navigating your investment routes

Investing is a means to an end. It's a way to help you grow money, earn an income or a mixture of both, and as with many journeys there's more than one potential route to reach your goal.

Economic cycles

Economic cycles

Each season of the year gives us an idea of what to expect from the weather and how to prepare. What's harder to predict are the exact conditions on any given day or the best moment to put away your summer or winter clothes until the seasons turn again.