Editor’s letter: Break the silence
It is disappointing and frustrating to see people do not feel able to talk about their feelings towards President Trump’s DEI policies more publicly
Analysis
-
-
DEI targets are gone – but that doesn’t mean we stop
DEI is about creating an environment where everyone can thrive
-
Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
-
Embodied AI: The race to build robots that think, move – and earn
But what are the risks and opportunities for investors in this new technological space?
-
US trade tariffs trigger rocky ride for dollar
Capital Economics’ Neil Shearing spoke to delegates at the Portfolio Adviser Spring Congress about US trade tariffs, Europe’s stagnant economy and the outlook for inflation and interest rates
-
Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process,, enhancing compliance efforts and improving marketing and lead generation
-
Asset managers must adapt to rapidly changing investor behaviour
Shifting behaviour from retail investors and wealth managers alike is challenging the status quo for traditional asset managers and those who don’t keep pace with the rate of change risk getting left behind
-
Fed has ‘no room for complacency’ as US inflation falls to 2.4%
Fall from 2.8% ‘smooths the way’ for interest rate cuts in the coming months, says Principal AM’s Seema Shah
-
The US funds that lost the most from Trump’s tariffs
Only three US equity funds avoided losses in the week following, with small and mid-cap strategies being the worst hit
-
The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
-
How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
-
Track to the Future – with L&G’s Ben Cherrington
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months