Talking Point
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Highlights
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Private market managers need to be held to account on climate data reporting
How tech and regulation are vital to private asset investing
CPD
Approx.30min
Intervention for UK investment trusts a boost to markets
Half of advisers to increase allocation to private assets
Investors plan to increase allocation to real estate and infrastructure
Adviser poll: how is regulation changing your approach to private assets?
Likely investment implications in a global election year
What investing in the new normal means for investors
CPD
Approx.30min
More than half of advisers positive about clients' investments in 2024
Mitigation needed for unintended consequences of decarbonisation
Changes in global economy make forecasting more difficult than ever
Adviser poll: how optimistic are you about your clients’ investments in 2024
Investing world for multi-asset investors looks vastly different now
ShareAction review criticises 'inconsistent and often ineffective' escalation
What digital rights mean for investors
CPD
Approx.30min
AI acceleration of metaverse driving investment opportunities amid hurdles
'Confidence will return to the UK market'
CPD
Approx.30min
Most advisers now more likely to use actively engaging fund manager
Investors favour accelerated AI adoption, despite risks, PWC study finds
Adviser poll: how does FCA's SDR rules change your engagement with fund managers?
Multi-asset investing in fast-moving times
CPD
Approx.30min
'Well-diversified portfolios should cope well with different economic scenarios'
‘Earning season shows why we prefer the US to Europe’
One in five advisers add thematics to portfolios, poll suggests
'There are pockets of future positive performance in equities'
Adviser poll: would you add thematic equity investments to multi-asset portfolios?
'It is a good time for investors to consider emerging markets in equity portfolios'
Global equities: navigating the markets in uncertain times
CPD
Approx.30min
Nearly two-thirds of advisers believe global recession will occur in 2023
Increasing geopolitical conflicts 'keeping a lid' on investment performance
Equity markets to rebalance over next 12 months
How UK equities offer opportunities to investors amid IPO challenges
CPD
Approx.30min
Adviser poll: how close are we to a global recession?
UK smaller companies can create platform for future growth
Finding value in UK equities
CPD
Approx.30min
Adviser attitudes towards UK equities mixed
'Bargain-hunting investors to take renewed interest in UK equities'
Optimism for UK equities lacking despite falling inflation
Advisers: how do you feel about UK equities?
Building a thematic investment portfolio
CPD
Approx.30min
Thematic funds 'justified themselves' during Covid
Using your portfolio to address global water challenges
Social impact investing is 'critical' to addressing pressing societal challenges
Less than a third of adviser clients familiar with thematic investing
What threat does deglobalisation pose to thematic investments?
Adviser poll: how much do your clients know about thematic investing?
How do private assets fit into an investment portfolio?
Time to consider alternatives amid high inflation and lacklustre rates on cash savings
Investing in alternative assets during volatile times
CPD
Approx.30min
AI revolution: who’s profiting now from generative AI?
What advisers said about their future allocation to private assets
Gresham House purchase is confidence vote in UK alternative investment sector
Chancellor's pension funds reform 'needs to be handled carefully'
Multi-asset investing: bonds are about more than just diversification
CPD
Approx.30min
Your view: are you changing your approach to private assets investing?
'Valuation should be considered more to help manage risk'
Monthly market views: May 2023
How sustainability focus is changing multi-asset investing
Achieving diversification and balancing risk in volatile times
Do bonds and equities still offer enough diversification?
Is high inflation changing the face of multi-asset investing?
Guide to multi-asset investing in unpredictable times
CPD
Approx.60min
Advisers worried about inflation impact on multi-asset portfolios
Multi-asset investing: 'dynamic approach' needed to meet income goals
ETFs make 'ideal building blocks' for low-cost multi-asset solutions
To hit inflation target govt and central banks will need to 'inflict more pain'
CPD
Approx.30min
Adviser poll: what is the impact of high inflation on multi-asset portfolios?
Bonds: striking right balance between income and value is 'paramount'
Fixed income investing in volatile times
CPD
Approx.30min
Your view: the role of corporate bonds in a 60/40 portfolio
High-quality investment-grade bonds are 'sensible' additions to portfolios
Biodiversity risk increasingly important in fixed income portfolios
How to engage with companies to reach net zero
Adviser poll: role of corporate bonds in a portfolio
The power of collective action in sustainable investing
Can active ownership get us to net zero?
CPD
Approx.30min
Advisers divided over importance of fund managers' net-zero strategy
More investment needed in nature-based solutions to tackle climate change
Pimfa urges govt clarity over investor role to help deliver net zero
Advisers: how important is the drive to reach net-zero?
Understanding the world of private assets investing
CPD
Approx.30min
When is the right time to invest in private assets?
What advisers consider when investing in private assets
Prospects for private assets positive but investors need to remain disciplined
'Long Term Asset Funds can help investors diversify their portfolios'
Inflation decrease of 4-5% this year is 'achievable'
CPD
Approx.30min
UK is 'punching above weight in VC investment'
Advisers: What drives you to invest in private assets?
Investing in fixed income
CPD
Approx.30min
Short-duration bonds most popular with financial advisers
UK bonds rise 14.5% following last year's 'mini-Budget'
Fixed income funds saw second highest inflow on record in January
Cautious optimism over high yield bonds
Advisers: Which bond types do you prefer?
What the 'resurgence' of value stocks means for investors
CPD
Approx.30min
Value investing can be sustainable but it requires 'hard' exclusions
Advisers split over value vs growth funds
'Many companies in China are trading below intrinsic value'
Funds with value bias outperformed benchmarks and peers in 2022
Struggling value stocks expected to see turnaround later this year
Advisers: do you favour growth or value stocks?
Investing in Asia equities
CPD
Approx.30min
Advisers back Asia equities for good portfolio diversification
Asia growth will get back on track in 2023
Sustained improvement in consumer confidence will help UK market rally
CPD
Approx.30min
Easing of restrictions in China boosts stocks
Cautious optimism for investors as China renews vaccination efforts
Have your say: does Asia offer good portfolio diversification?
Are UK equities worth investing in?
CPD
Approx.30min
Recession is 'testing time' for small to mid-caps as IFAs favour their larger peers
UK equities were up 1% as country awaited Autumn Statement
Small and mid-caps to show resilience in face of recession
UK equities performance 'boosted' by Sunak's appointment as PM
Small, mid or large caps: which do you favour?
Understanding the energy transition dilemma
CPD
Approx.30min
Attraction to renewables grow as energy prices climb
What the energy crisis means for investments
A severe cap on renewable energy revenues could put off investors
Climate emergency accelerating green energy transition
Energy crisis is making solar power more attractive
What are the next gen tech opportunities for investors?
CPD
Approx.30min
Digital infrastructure is of critical support to next wave of tech
CPD
Approx.30min
Advisers back specialist funds for next gen tech exposure
Energy crisis: Are your clients increasing investments in renewables?
Investors ‘fleeing’ high-growth tech stocks amid recession fears
Technological change is driving investment decisions
Metaverse offers 'real-world opportunities' for investments
Food security: investing for the future
CPD
Approx.30min
Disappointment after sustainable food proposals do not go far enough
Advisers: how do you gain exposure to the next wave of tech investments?
How tackling food insecurity presents investment opportunities
CPD
Approx.30min
Investors remain concerned by global supply chain issues
Investing in tech will help tackle food insecurity
Inflation 'unlikely to be dampened' by monetary policy alone
Investing in healthcare innovation
CPD
Approx.30min
What is the outlook for investments amid supply chain woes?
Accessing health sector via generalist funds creates diverse portfolio
Thematic investing offers investors haven amid market turbulence
AI in healthcare offers 'myriad investment opportunities'
Emerging trends in healthcare are attracting investors to sector
How has the pandemic changed our cities?
CPD
Approx.30min
Investing in cities for the future
CPD
Approx.30min
Advisers: have your say on investing in healthcare
London in top 10 of world's most sustainable cities
Advisers favour residential investments
Properties with 'green credentials' offer attractive investment opportunities
Investors seeking out tech stocks again as digitisation gathers pace
Investing in UK equities during volatile times
CPD
Approx.30min