Agentic finance: how AI could transform financial advice and what advisers need to know
Artificial intelligence is moving beyond administrative support towards a more active role in financial decision-making.
Agentic finance: how AI could transform financial advice and what advisers need to know
Artificial intelligence is moving beyond administrative support towards a more active role in financial decision-making.
2026 UK Budget Guide
On 28 October 2026 the UK Chancellor, John Healey, delivered his first Autumn Statement Budget. We explore the announced taxation changes and what they might mean for a financial planning strategy.
2026 UK Budget Guide
On 28 October 2026 the UK Chancellor, John Healey, delivered his first Autumn Statement Budget. We explore the announced taxation changes and what they might mean for a financial planning strategy.
Rethinking the core: why active ETFs can play a bigger role in today’s equity portfolios
A repeatable, rules-based investment process can help active ETFs navigate concentrated markets, capture opportunities created by stock-level dispersion and offer investors a more purposeful approach to core equity exposure.
Emerging Markets: A broadening opportunity
We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
Too Big to Bundle: Why Japan merits a dedicated equity allocation
For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
The UK: The path from squeeze to spending
We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.
AI bond supply: Why the market can absorb the coming wave
Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
Asset Allocation update – Q4 2026
Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.