Relevant market analysis, thought leadership & insights for the UK's leading wealth managers and DFMs from a leading independent publisher sharing your passion!
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Are emerging markets entering a new investment era?
June/July edition of IFA Magazine now available
Read and download your copy here: wealthdfm.com/are-emerging-m…
#IFA #Financialadviser #financialplanner #financialservices #taxyearend #taxyearendplanning
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Andrew Dalrymple, Investment Director at Aubrey Capital Management, looks at how the investment opportunity across emerging markets is evolving following two years of exceptional performance from Taiwan and South Korea.
#EmergingMarkets
wealthdfm.com/finding-tomorr…
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Michael Browne, Global Investment Strategist at Franklin Templeton Institute (@FTI_UK), reflects on last week’s central bank meetings and shares his analysis with Wealth DFM on what they might mean for the economy and investors.
wealthdfm.com/three-banks-on…
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Podcast #190: Clients considering a move to Italy? What advisers need to know, with Ariete Capital
Listen here: wealthdfm.com/podcast-190-cl…
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Salman Ahmed, Global Head of Macro and Strategic Asset Allocation at Fidelity International, comments on last night’s Federal Open Market Committee (FOMC) meeting.
wealthdfm.com/fidelity-react…
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The US and China are in a race to lead in AI, with a war of words building between the two countries on whether to slow the pace of AI progress. The Association of Investment Companies (AIC) has collated comments.
wealthdfm.com/the-us-china-a…
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Active ETFs are firmly in the mainstream and set for further growth, but advisers are putting greater emphasis on value, liquidity and structural fit when deciding which products earn a place in portfolios, according to a survey by MSCI Inc.
wealthdfm.com/active-etfs-se…
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In this week’s episode of IFA Talk, we're joined by Ben Kumar, Head of Strategy, Wealth Investment and Public Policy at 7IM. Ben reveals what a balanced and suitability-led answer might look like when clients ask about having Bitcoin in their portfolios.
wealthdfm.com/podcast-189-in…
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In this episode of Wealth DFM Talk, the monthly podcast from Wealth DFM, we’re joined by Daniel Nilsson, Senior Portfolio Manager at Isio. Daniel joins us to share his experience of what good MPS governance looks like in practice.
wealthdfm.com/wealth-dfm-tal…
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UK traders are betting the latest oil price surge will fade, with 53% of weekend trades shorting oil, despite escalating threats to Middle Eastern supply routes, according to data from investing and trading platform IG.
wealthdfm.com/traders-bettin…
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Calls to slow AI development exposes a concentration risk hiding in ordinary portfolios, says Nigel Green, CEO of deVere Group.
wealthdfm.com/devere-group-a…
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Mike Gallagher at FSSA Investment Managers focuses on this summer’s correction in Korean equities. He explains some of the causes behind the summer’s correction.
wealthdfm.com/fssa-investmen…
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PIMCO has launched a new commentary series called “The Gilt Edge” with a focus on UK Macro, Markets and Policy insights, written by Rupert Harrison. In this first edition, he assesses the challenges faced by John Healey ahead of his first budget.
wealthdfm.com/pimco-launches…
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Nick Stanhope, Senior Portfolio Manager at Morningstar Wealth, focuses on multi-asset portfolio construction in practice, exploring how active and passive are combined to express investment views, manage risk and improve implementation.
wealthdfm.com/where-value-is…
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Private investors in the UK have seen the value of their gilt holdings fall by an estimated £2.8billion, down from the £7.2billion they held in gilts when prices started to fall at the start of Q3 2020*, shows research by Bowmore Asset Management.
wealthdfm.com/private-invest…
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What should advisers really know about multi-asset funds in 2026?
Learn more: wealthdfm.com/multi-asset-ad…
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Aberdeen Investments announces the launch of the abrdn SICAV I – Emerging Markets Equity Enhanced Index Fund, further expanding its Enhanced Index range.
wealthdfm.com/aberdeen-inves…
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Alex Rohner, fixed income strategist at J. Safra Sarasin Sustainable Asset Management, shares his insights on Central banks.
wealthdfm.com/j-safra-sarasi…
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Hear from Felix Feather (@Aberdeen_plc), Danni Hewson (@AJBell), Richard Carter (@QuilterCheviot), Richard Pike (@PhoebusSoftware), Derrick Dunne (@YOUAsset), Jeremy Batstone-Carr (@RaymondJames_UK), Richard Flax (@moneyfarmUK), and Kevin Brown (@scotfriendly)!
The UK economy grew by 0.4% in July, offering some encouragement ahead of next month’s much-anticipated Budget. Experts share their reactions.
wealthdfm.com/experts-react-…
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The UK economy grew by 0.4% in July, offering some encouragement ahead of next month’s much-anticipated Budget. Experts share their reactions.
wealthdfm.com/experts-react-…
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Falling fees, the rise of fund-of-funds structures and declining home bias have fundamentally reshaped the UK multi-asset fund market over the past decade. Tom Mills at @MorningstarInc examines the structural shifts driving change.
wealthdfm.com/how-the-uk-mul…
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