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According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this significant moment being almost upon us, I thought it would be interesting to write about the predictability of financial markets - the basis of active management - and some of the key protagonists.
 
 
   
 
 
 
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Sustainable investing is based on a simple premise - owners and managers of capital, whether that’s equity or debt, can positively influence society by prioritising investment in companies that are helping move to a cleaner, healthier, more inclusive society.
 
 
 
 
 
 
 
 
Our investment bond service survey asked financial advisers like you about their views on the service they receive from onshore and international investment bond providers, the products they recommended in the past twelve months and the providers they preferred.
 
 
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From seeing them step onto the ladder to choosing a forever home, your client relationships build over almost a lifetime. So why should this stop when they reach retirement? There could be more equity in your older clients’ homes than cash in their pension pots.
 
 
 
 
 
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Cazenove Capital and Schroders’ PROD Seminar on Thursday 12 September. The Product Intervention and Governance Sourcebook (PROD) regulations now require adviser firms to align products and services to their client segments. This event can qualify for up to 40 minutes of CPD points.

 
 
   
 
 
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Explore Aegon’s new flexible business protection application options including a new streamlined online application process, product upgrades, underwriting improvements and more.
 
 
   
 
 
 
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Uncertainty over Brexit and currency fluctuations have been blamed for the increased cost of buying a property in Europe and the USA.
 
 
 
 
 
 
 
 
Fed Chairman Powell cites weakening global growth, trade policy developments and below-target inflation as impetus for rate cut. What can we expect in the months to come? 
 
 
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