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The Morning Briefing: True Potential warning for advisers; lessons from 2023

Good morning and welcome to your Morning Briefing for Monday 15 January 2024. To get this in your inbox every morning click here. True Potential ruling is a warning for all advisers The Financial Ombudsman Service (FOS) published an interesting decision recently regarding a ‘non-advised’ switch into one of True

Investor confidence 'will return' in 2024

Liontrust managers look to 2024 - IFA Magazine

Investors can adapt to higher for longer interest rates

CENTRAL banks in the UK, Europe and US have made it clear that interest rates may have to stay higher for longer than many have expected so far to…

Deep Dive: Funds-of-funds can help overcome PE investment barriers

The fund-of-funds portfolio structure could be the ideal way to invest in private equity, according to experts.

Six key investment lessons - from the finance chiefs who really know!

We asked Britain s foremost investment managers to share the most important ones they ve learnt.

Six key investment lessons - from the finance chiefs who really know!

We asked six of Britain s foremost investment managers to share the most important ones they ve learnt.

The Morning Briefing: Sexism in the City and simplified advice

Good morning and welcome to your Morning Briefing for Wednesday 9 August, 2023. To get this in your inbox every morning click here. Sexism in the City  The Treasury Select Committee recently put out a call for evidence, boldly named ‘Sexism in the City’, looking at the obstructions faced by women in finance. Our

Persistent inflation poses big challenges for investors

With inflation stubbornly high and interest rates rising, investors have lots to consider

Portfolio diversification 'completely failed' in 2022

Head of multi asset at Liontrust John Husselbee does not believe it is the end for 60/40 investing