Scottish Mortgage's Q1 2025 update offered a clear signal to the professional investment community: in a world increasingly rocked by political tariffs and market volatility, sustainable returns will come from backing deep, structural growth themes. Hamish Maxwell, investment specialist at Scottish Mortgage, outlined two core pillars underpinning the trust's current strategy — autonomous technology and the digitalisation of global finance.
When Baroness Ros Altmann kicks off a retirement income masterclass by asking whether Trump 2.0 and the bond markets could break your pension plan, you know you’re not in for a sleepy CPD session.
Despite market volatility and shifting headlines, sustainable investing is not retreating—it’s evolving. That was the resounding message from April's Sustainable Investing Masterclass, where leaders across wealth and asset management shared real-time perspectives on what’s happening on the ground.
Sustainable investing has been a battleground of late, caught between regulatory shake-ups, market volatility, and political headwinds. As we head into 2025, the sector faces a make-or-break moment. While some firms quietly distance themselves from ESG commitments, others double down, recognizing that sustainability isn’t just a catchphrase—it’s an economic reality.
The financial landscape never stands still, and 2025 is shaping up to be a year of big moves and bigger debates. With markets shifting faster than a City trader’s lunchtime reservation, industry heavyweights like Dan Ivascyn (PIMCO), Sarah Bratton-Hughes (American Century Investments), and Jerry Wu (Polar Capital) have shared their thoughts on three key themes: bonds are back in favour, sustainable investing is maturing (and dodging greenwashing), and emerging markets are flexing their muscles. So, what’s the play for finance pros? Let’s dive in.
As the final bell tolled on 2024, one could almost hear the markets heaving a sigh of relief. A year of surprises, caution, and the occasional financial farce, 2024 danced precariously between the sublime and the ridiculous. Now, we turn our gaze to 2025, brimming with cautious optimism, a dash of dread, and plenty of fodder for financial pundits.So, dust off your bowler hat and pour a proper cup of tea as we explore the key lessons from 2024 and the possibilities of the year ahead.
The financial landscape never stands still, and 2025 is shaping up to be a year of big moves and bigger debates. With markets shifting faster than a City trader’s lunchtime reservation, industry heavyweights like Dan Ivascyn (PIMCO), Sarah Bratton-Hughes (American Century Investments), and Jerry Wu (Polar Capital) have shared their thoughts on three key themes: bonds are back in favour, sustainable investing is maturing (and dodging greenwashing), and emerging markets are flexing their muscles. So, what’s the play for finance pros? Let’s dive in.
“Nobody knows.” That phrase, repeated by Howard Marks during both the 2008 financial crisis and the COVID-19 pandemic, might sound like an admission of defeat. Instead, it's a call for realism in an unpredictable world.
In today's ever-evolving financial landscape, alternative investments have become a critical component for diversifying portfolios and achieving higher risk-adjusted returns. To equip financial professionals with the necessary tools and insights, we recently hosted the Alternatives Fund Selector Masterclass—a deep dive into the intricacies of alternative investments, selection strategies, and market dynamics.
Welcome to the fourth edition of this Climate Week series! The UK finance sector has a huge chance to step up and contribute to goals like decent work, economic growth, peace, justice, and building solid infrastructure. Today we dive into how the industry is aligning with the SDGs, particularly when it comes to pushing for economic stability, sparking innovation, and ensuring that communities can grow sustainably.
In our recent Global Equities Fund Selector Masterclass, we had the privilege of hearing from leading fund managers on their investment strategies, portfolio management approaches, and the nuances of navigating the complex world of equities.
In a recent panel discussion, we had the pleasure of hosting Helena Powell, Investment Director from Evelyn Partners, Eva Sun-Wai, CFA, Fund Manager at M&G Investments, and Abdelak Adjriou, Fund Manager at
