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The Dynamic Planner Journal

Positioning for the end of the cycle

Fidelity Portfolio Manager Talib Sheikh discusses the current outlook across the income complex and why high-quality assets are prudent given the risks to growth. What is your investment outlook for 2024 given the prevailing macro environment? Risk appetite grew significantly towards the end of 2023. Strong economic data in the US and falling inflation gave […]

Which way next for multi-asset?

As inflationary fears ease, multi-asset investors should ignore wider market distractions and stay focused on investing in the right asset classes, at the right time for the current stage of the financial cycle, says Newton head of mixed assets investment, Paul Flood. Key points: Both threats and opportunities abound in current markets with inflation high […]

The case for Infrastructure in 2024

By TIME Investments Market landscape Inflation has been one of the key macroeconomic drivers of investment performance over the last 18 months and this will likely persist into 2024, albeit to a lesser extent. We have however started to see a shift, with annual inflation in the UK and other Western major economies now well […]

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£211bn
Risk profiled each quarter
1,650+
Risk Profiled Investments
1.9m+
Investors serviced since RDR
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Asset class model
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Platform / CRM integrations
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Year Track Record