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 […]

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 […]

By Sarasin & Partners Just how does an adviser go about identifying the best MPS providers for their specific needs? Increasingly onerous regulations are prompting many IFAs to partner with discretionary fund managers (DFMs), and utilise platform-based model portfolio services (MPS). That said, choosing the right DFM partner can be daunting. So how does an […]

by Paul Pugh, Head of Strategic Alliances, Canada Life Asset Management At Canada Life Asset Management (CLAM), we understand that having the most effective tools at your disposal, especially when markets are volatile, can help you deliver more attractive gains for your clients. Themes we explored in detail at March’s Dynamic Planner Conference included: The […]

Sunil Krishnan from Aviva Investors highlights the key themes for multi-asset investors to monitor in 2024. Read this blog to understand: The potential impact of elections on global markets Why the odds of a soft landing for major economies have improved How artificial intelligence could improve corporate productivity The prospects for stronger growth in China […]

By Baillie Gifford Opportunities like this are rare. In recent years, companies in Scottish Mortgage have faced combined headwinds from slowing growth, reducing earnings estimates and multiple compression. As we move into 2024 and beyond, those headwinds are being replaced by tailwinds. Growth at a company level remains strong. Profitability is improving well. And to […]

By Steph Willcox, Head Actuary, Dynamic Planner The FCA is concerned about how firms prepare and use cash flow modelling. It has reviewed firms’ usage and provided guidance on how to improve the quality of cash flow modelling for clients. Dynamic Planner welcomes the review and is pleased to see the FCA-desired approach to cash […]

By Mark Coles, Business Development Director – Head of National Accounts, Evelyn Partners Artificial intelligence (AI) is much more than designer robots, promising to bring automation and digitisation – and significant disruption – to multiple industries. It could deliver solutions to some of the world’s largest problems, from climate change to worsening demographics, but others […]

RSMR has introduced its Passive Plus MPS range to the wider market, using an investment approach that has been successfully applied to individual bespoke portfolios for six years, on both an advisory and discretionary MPS basis. The Passive Plus portfolios comprise chiefly RSMR-rated passive funds, plus targeted exposure to RSMR-rated active funds, to add diversification […]

by Leila Thomas, CEO and Founder, Urban Synergy Happy International Women’s Day? I’m never quite sure if this is a day to celebrate or commiserate. As we inch towards a more equitable society, ONS figures show that women still earn 7.7% less than men, and according to research by the Runnymede Trust* for Black Caribbean […]

With 45% of team members at Dynamic Planner being women, we are truly inspiring inclusion. For International Women’s Day 2024, we asked three women what embracing equity means to them. This is what they said. Kate Gower, Product Owner “At Dynamic Planner, International Women’s Day isn’t just a celebration, it’s a daily practice. From promoting […]

By Ben Goss Back in the late 1990s, I left my job to found an internet startup. I remember the sense of possibility at that time, the expectation that everything would change. And, 25 years on, so it has proved. From banking to buying car insurance to planning a holiday, we do everything online, and […]

Published 5th March Speaking to over 700 financial planning professionals at the 12th annual Conference for Dynamic Planner, the UK’s leading risk based financial planning system, CEO Ben Goss said: “We live in the most extraordinary of times, the speed of change is unprecedented, and technology is driving this transformation. “In the advice industry, we […]

Published 5th March Dynamic Planner, the UK’s leading risk-based financial planning system, has launched ‘Tram’, a brand-new digital engagement app white labelled to financial planning organisations and designed to keep customers engaged with their financial plan like never before. Powered by Dynamic Planner, Tram – keeping your financial plan on track – does the following: […]

The Dynamic Planner Investment Committee (IC) met on Tuesday 23 January, coincidentally called ‘Super Tuesday’ in the US state of New Hampshire, where the race for the White House began with primary elections for the Republican party nomination. In fact, elections are expected to cover around 60% of world GDP over the course of 2024, […]

By Dorian Raimond, Head of Fixed Income Strategy and Trading, Hilbert Investment Solutions As we have entered a new regime of higher inflation and higher yields, decades-old templates of portfolio construction might be worth reconsidering. Bonds yields have become more attractive again, while the product seems to have lost some of its diversification appeal. Could […]

Dynamic Planner, the UK’s leading risk based financial planning system, has boosted its data analytics offering with two Data Engineer appointments. Saranya Vadrevu and Rohan Nandi have joined Dynamic Planner’s Data and Analytics Team led by Business Intelligence Manager, Abhishek Vethanayagam. Together they will drive data-led decision making and provide advanced analytics solutions across strategic […]

Dynamic Planner, the UK’s leading risk based financial planning system has opened registrations for its 12th annual Conference on 5th March at 22 Bishopsgate in the City of London. This year’s ‘Scaling Success’ themed event, will see hundreds of financial planning professionals attend to hear how they can scale advice businesses through leading, end-to-end technology; […]