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EXPERT ANALYSIS
To thrive in today’s advice world, a new role of ‘investment proposition owner’ can look beyond investment returns and demonstrate value to a client, writes Stuart Holdsw...
Russia’s invasion of Ukraine has caused a line of thinking that investing in arms can be ESG if it’s for a good cause, write Victoria MacLean and Claire Jervis....
An allocation to real estate private debt can be a useful way to supplement fixed income exposure in portfolios, writes Omar Khan....
There is a lack of industry definition for environmental, social and governance investing, writes Dugald Higgins, which can make it difficult to explain the differences t...
General advice may help you reach a broader audience, but personal advice provides a better way to meet client needs and manage compliance risk, writes Steve Davison....
The commercial real estate has avoided the ESG spotlight for now, writes Vincent Li, but investors should still consider all parts of its operation....
The risk of elevated inflation and higher interest rates is likely to drive investors’ focus back to considering company fundamentals, writes Joel Connell....
There are multiple ways for investors to generate higher dividend for their retirement income strategy, writes Max Cappetta, but not all are created equally. ...
The changing world and dominance of Asia offers opportunities, writes Jonathan Wu, with investors encouraged to think beyond Western markets. ...
Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it....
There are numerous risks around, writes Sarah Shaw, but the pandemic has highlighted the growing need for quality infrastructure assets....
After more than a decade of growth outperformance, investment markets seem to be rotating back towards value but this is more than just a cyclical shift, writes Warryn Ro...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...