Richard Deane

What will be the catalyst to get investors back into UK equities? In the latest in our ‘In favour / out of favour?’ series, Neil Birrell shares his response – and a case study in the form of Hipgnosis Songs’ journey since it came to the market in July 2018. It is the question Neil Birrell, Premier Miton’s Chief Investment Officer and lead manager of the Diversified fund range, is repeatedly being asked. As well as discussing a pick-up in M&A activity, credit analyst Kishan Paun, reviews why allocation to high yield bonds has fallen out of favour. For investment professionals only. Capital at risk. #infavour #outoffavour #corporateactivity #highyieldbonds #UKequities #Hipgnosis

1

A great interview with Saker Nusseibeh CBE, reminding us of the purpose of asset management. 👇

1

Searching for the latest on the big issues affecting us all? Check out 'The Insight', where we bring you the newest insights, opinion and practical tips from our experts on a range of topics. 📢 Subscribe now: http://spkl.io/60464NBCM #KPMGUK #TheInsight #LatestTrends

3

Register for a webinar with Ian Rees and David Hambidge, fund managers of our range of multi manager funds, on the 9th July at 11am. In this webinar, Ian and David will discuss changes within the Team, provide an update on the Multi-Asset Distribution, Multi-Asset Monthly Income and Multi-Asset Global Growth funds, before sharing their views on markets and the outlook for the remainder of 2024. For Investment Professionals only. Capital at Risk. #multiasset #activemanagement #multimanager

1

Annuities continue to grow in popularity and relevance for advisers and their clients. We've updated our popular guide to reflect the recent FCA thinking on retirement - see below for link.

20

1 Comment

What will be the catalyst to get investors back into UK equities? In the latest Diversified Briefings Podcast, Neil Birrell, CIO and lead manager of the Diversified fund range, discusses a pick-up in M&A activity and reviews why the allocation to high yield bonds has fallen. For investment professionals only. Capital at risk. #infavour #outoffavour #corporateactivity #highyieldbonds #UKequities 

1

If you’re running a business and want to learn more about Impact Investing, this is a brilliant course to teach you all you need to know to think long term and be in a better place to attract funding.

20

Hot off the press! Check out the FE fundinfo 2024 #FinancialAdviser survey that reveals key priorities, challenges and common approaches as financial advisers adapt to #ConsumerDuty. Stephen Ford, Adviser Product Strategy Lead at FE fundinfo said, “The introduction of Consumer Duty marked a significant milestone for the financial advice sector, setting higher and clearer standards of consumer protection. As advisers navigate this, their role in helping clients navigate complex financial decisions and achieve their long-term goals has never been more critical." Read the full report here: https://hubs.ly/Q02B8sXR0

21

It’s crucial for clients to consider their role in driving change and successful partnerships if they are going to create dial-changing work with their agencies. Many marketers, however, lack formal training in agency management, which can lead to: ❌Reactive firefighting ❌Inefficiency ❌A repetitive blame culture. Discover how our Upskill programme can put an end to these issues and help orchestrate success by contacting Vicky Gillan, or click the link below. https://lnkd.in/ebqgT5CH

5

After 14 years of Conservative government, the #UKGeneralElection on 4 July has the potential for seismic change. What does it mean for the UK economy and #markets? Helen Thomas, Founder and CEO of BlondeMoney, joins #STTStreetSignals to discuss how we got here, why the Conservatives find themselves in crisis, what opportunities are on the table for a potential new Labour government and how #gilts and #GBP might fare in the coming months. http://ms.spr.ly/6044Y0O1y

2

Important development in debt consolidation space - ClearScore to roll out new debt consolidation technology whereby funds are sent directly to creditors. What does this mean? Lower risk + more loans + lower interest rates. 🌟

7

Labour plan to fully decarbonise the power system by 2030, but what does it mean for energy and utility companies? Download KPMG UK's guide to explore the areas set for change and the implications of accelerating the energy transition at scale: http://spkl.io/604847sXs

2

Emergency savings - how much do you have saved away for those unexpected expenses? I discussed this topic with David C. John and Michael Ambery on our recent podcast where David shared insights with us from the US approach. Have a listen or watch 👂👀 on our Thinking Forward website. #Pensions&Savings #insights #ThinkingForward

30

In our latest Tricio Focus, our Chief Economist, John Calverley, discusses how #G7 #deficits and #debt is putting upwards pressure on #rates. Our news update offers further information (link below). https://lnkd.in/e7uVpx-c

3

A key aspect of our People Promise and Values is our ESG Strategy, so taking stock every year or so on our progress to reflect and celebrate our achievements is very cathartic (or is that just me?!). Delighted for you to have a read, and I welcome any helpful inputs from my network on this - how are you getting on with your ESG strategy? #responsiblebusinessreport #esg #keepingbusinessmoving

3

Higher #yields change the game for asset allocators globally. In the UK, 20 years of previously persistent trends in #assetallocation require a reassessment. And this week’s general election carries with it a potential expansion of the investor’s opportunity set. To unpack a complicated investing landscape, Toby Nangle, an independent analyst and contributing editor at the Financial Times, could not be better placed. In this episode of #STTStreetSignals, we talk through how past market movements and ongoing political realities shape the outlook for #gilts, #equities and #GBP. http://ms.spr.ly/6047l8cKB

1

“It’s all going very well… or is it?”. The April weather lived up to its reputation, and financial markets were a bit soggy as well, according to our CIO Neil Birrell. Read his latest Market Watch, which offers a quick recap of how the equity and bond markets fared last month, as well as looking ahead to May and June. He also considers whether the #Magnificent7 are breaking up. For investment professionals only. Capital at risk. #stockmarket #centralbanks #interestrates 

3

Did you know that the Consumer Duty was introduced by the FCA to regulate a higher standard of care for retail investors? My colleague Adrian Turton writes that firms which embrace the Consumer Duty are more likely to build trust and sustainably grow their business. How does this affect asset managers and how can implementing the Consumer Duty benefit your firm? Learn more on the ION Markets blog: https://lnkd.in/eU4uj6eM

1