Do investment factors work in emerging markets? Our latest research explores value, profitability and momentum, and the gap between academic evidence and real-world investing. Read the blog and download the research: eu1.hubs.ly/H0z7SDq0

Same price. Smaller chocolate bar. Fewer hotel perks. What could this mean for your clients’ lifestyle costs? Explore Beyond CPI by Reva Bala: eu1.hubs.ly/H0yVH6X0

Fine wine, classic cars, art and luxury watches: enjoyable to own, but are they investments? Reva Bala and Xiaolu Huang explore the costs, liquidity and risks behind passion assets. Read the research: eu1.hubs.ly/H0yHMYx0

More flexibility for your clients. More control for your team. We’ve introduced two new updates to Timeline Platform, designed to give advice firms more flexibility in how they work: → Role-based Platform permissions so you can match access to each team member’s responsibilities. → Household settings so you can tailor what individual clients can see, from their own accounts and documents to the wider household view. Both updates are live now. Take a closer look at what’s new 👇 eu1.hubs.ly/H0yB7PN0

We’ve been busy filming some exciting new content, and we can’t wait to share what we’ve been working on. For now, here’s a glimpse behind the scenes. 👀

Your Analytics charts, now in Pennee. With Pennee Analytics, financial advisers can ask Pennee for a portfolio comparison and get the Timeline Analytics chart back in the conversation. Same chart. Same data. Just faster to reach. See how it works and what’s new: eu1.hubs.ly/H0y7qZz0

Does how an index is weighted matter for long-term investors? Our latest research looks at market-capitalisation vs equal weighting, exploring how the two approaches differ across diversification, volatility, rebalancing, liquidity and long-term performance. And importantly, what those trade-offs can mean for passive investors. Read the full research: eu1.hubs.ly/H0y55Bh0

Market leadership is changing again. After years of Magnificent Seven dominance, a broader group of companies is starting to reshape the market narrative. What does that mean for portfolios? Our latest blog, Rotation at the Top, takes a closer look. Read more: eu1.hubs.ly/H0xMQns0

How do ESG portfolios compare with the broader market? Our latest analysis explores ESG risk, carbon emissions and product involvement across Timeline’s ESG Classic and ESG Tracker portfolios. Read the full analysis on our website to explore the findings and see how the portfolios compare with broad market benchmarks: eu1.hubs.ly/H0xKMcV0

📚 Looking for your next great read this summer? Abraham Okusanya's Recommended Reading for Financial Planners: Summer 2026 is now live. This year's list takes a stronger investment focus, exploring topics including navigating market uncertainty, behavioural finance, long-term wealth creation, pricing your value, and the stories behind some of the world's most influential investors. It's a collection designed to inspire fresh thinking and spark new ideas for financial planners. Whether you're reading on the beach, in the garden, or between client meetings, there's something here to add to your list. Read the full recommendations here: eu1.hubs.ly/H0x4j8x0 What's the best book you've read this year?

When does a bet become an investment? A US soldier turned $33k into $410k. A French trader moved US election odds with a $45m position. The platform behind both has attracted a $2bn investment from the owner of the NYSE. Is Polymarket investing, or just gambling? eu1.hubs.ly/H0wXV5B0