Knowledge and Insight

Considerations when selecting an investment manager

We welcomed Tikristini Olasode and Emmanuel Ezego to the business for 6 weeks during which they completed placements with Financial Planning, RUTM, Research, Marketing and the Blue Cloud Investment Management team.

Resurgent growth in the post-COVID world has rekindled talk of the next ‘supercycle’ for industrial commodities. But beneath the headlines, the reality is that this demand is likely to pale in comparison with the driver of the original supercycle.

Investor optimism spread over the second quarter as economies around the world continued to reopen and many aspects of our lives returned to normal. Successful vaccination programmes and stimulus measures across the developed world improved the global outlook.

As they enter their 30th anniversary year, we spoke to Lisa Turan, CEO at CBIT about the impact COVID and lockdown has had on the work of the charity. 

As the decision maker for the underlying client, it is important deputies and trustees are comfortable with and fully understand how the funds are being managed. 

Over the longer term, it can have significant effects on the purchasing power of a portfolio. This is particularly pertinent for personal injury and Court of Protection (PI/COP) clients who usually have an irreplaceable pot of money which needs to support them for life.

Equity selection – how to identify winners and avoid a permanent loss of capital

Scammers stole £479 million from almost 150,000 victims in 2020. The problem of financial fraud is worsening, and in particular the issue of fraudsters impersonating organisations like banks, investment managers and HMRC. How can you protect yourself?

In this session we explore which cities across the world are taking the greenest initiatives and showing the most promise. In the aftermath of COVID19 we see new patterns of work and commuting. 

Why our planet needs them to survive

This year has started off on a positive note, with vaccination programmes making rapid progress and keeping investors optimistic about the prospects for the global economic recovery. While bond markets experienced some volatility during the first quarter, the situation stabilised towards the end of the period.