Relevant market analysis, thought leadership & insights for the UK's leading wealth managers and DFMs from a leading independent publisher sharing your passion!
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The changing case for fixed income
October edition of Wealth DFM Magazine now available
Read and download your copy here: wealthdfm.com/the-changing-c…
#Wealthmanager #wealthmanagement #financialservices
Tiffany Wilding, PIMCO (@PIMCO) Economist, has published her latest Macro Signposts: The AI Investment Boom Goes Beyond America.
#PIMCO #AI #InvestmentBoom
wealthdfm.com/pimco-macro-si…
Is now the time to look again at fixed income and UK equities? Welcome to the October edition of Wealth DFM Magazine.
#FixedIncome #UKEquities
Read here: ifamagazine.com/key-trends-s…
🎙️ Podcast #193: Why critical thinking and human judgement matter as AI enters financial advice, with Pilot’s Nick Ryan and Michaela Pashley
#CriticalThinking #AI #FinancialServices
Listen here: wealthdfm.com/podcast-193-ai…
Are active multi-asset funds making a comeback?
Find out more: wealthdfm.com/active-multi-a…
Estate planning often focuses on where wealth will go after someone dies, but what about the costs that need to be covered before the estate can be settled? Becky Dixon, Growth Manager at Untangled, explores.
wealthdfm.com/an-estate-can-…
Opinion | What history’s market leaders can teach investors about AI and concentration
#AI
wealthdfm.com/opinion-what-h…
Jack Holmes, fixed income manager at Artemis Investment Management, Jack Holmes assesses the impact of AI issuance on the high-yield bond market and whether it’s a threat or an opportunity.
#AI #HighYieldBonds
wealthdfm.com/ai-debt-and-hi…
Podcast #191: Beyond diversification: what advisers need from multi-asset portfolios today | With Schroders’ (@Schroders) Ella Davies
wealthdfm.com/podcast-191/
Andrew Dalrymple, Investment Director at Aubrey Capital Management, looks at how the investment opportunity across emerging markets is evolving following two years of exceptional performance from Taiwan and South Korea.
#EmergingMarkets
wealthdfm.com/finding-tomorr…
Michael Browne, Global Investment Strategist at Franklin Templeton Institute (@FTI_UK), reflects on last week’s central bank meetings and shares his analysis with Wealth DFM on what they might mean for the economy and investors.
wealthdfm.com/three-banks-on…
Podcast #190: Clients considering a move to Italy? What advisers need to know, with Ariete Capital
Listen here: wealthdfm.com/podcast-190-cl…
Salman Ahmed, Global Head of Macro and Strategic Asset Allocation at Fidelity International, comments on last night’s Federal Open Market Committee (FOMC) meeting.
wealthdfm.com/fidelity-react…
The US and China are in a race to lead in AI, with a war of words building between the two countries on whether to slow the pace of AI progress. The Association of Investment Companies (AIC) has collated comments.
wealthdfm.com/the-us-china-a…
Active ETFs are firmly in the mainstream and set for further growth, but advisers are putting greater emphasis on value, liquidity and structural fit when deciding which products earn a place in portfolios, according to a survey by MSCI Inc.
wealthdfm.com/active-etfs-se…
In this week’s episode of IFA Talk, we're joined by Ben Kumar, Head of Strategy, Wealth Investment and Public Policy at 7IM. Ben reveals what a balanced and suitability-led answer might look like when clients ask about having Bitcoin in their portfolios.
wealthdfm.com/podcast-189-in…
In this episode of Wealth DFM Talk, the monthly podcast from Wealth DFM, we’re joined by Daniel Nilsson, Senior Portfolio Manager at Isio. Daniel joins us to share his experience of what good MPS governance looks like in practice.
wealthdfm.com/wealth-dfm-tal…
UK traders are betting the latest oil price surge will fade, with 53% of weekend trades shorting oil, despite escalating threats to Middle Eastern supply routes, according to data from investing and trading platform IG.
wealthdfm.com/traders-bettin…
Calls to slow AI development exposes a concentration risk hiding in ordinary portfolios, says Nigel Green, CEO of deVere Group.
wealthdfm.com/devere-group-a…
Mike Gallagher at FSSA Investment Managers focuses on this summer’s correction in Korean equities. He explains some of the causes behind the summer’s correction.
wealthdfm.com/fssa-investmen…
