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Investment Clock dips into mild Stagflation but this could be temporary

The Investment Clock model that guides asset allocation within our multi asset team has dipped into Stagflation territory amidst a deteriorating economic backdrop and fear of trade wars looming. Hiroki Hashimoto takes a closer look at the situation and explains how we expect this dip into Stagflation could be both mild and temporary. Read the […]

Current multi asset positioning

2018 has brought particular challenges for the global economic backdrop, providing the potential for greater than usual volatility over the summer. Nersen Pillay, Investment Director explains that this is not necessarily a bad thing for active managers, sharing the importance of diversification and tactical asset allocation in weathering these conditions. Read the article here Past […]

Life with type 1 diabetes

By Gregor Sked, Marketing Consultant, Royal London I can still remember the day the doctor told me, “you’ve got type 1 diabetes and it’ll be with you for the rest of your life”. When I turned 18 I expected the months that followed to be filled with the stress of exams, what was I going to […]

Life is a fragile thing

By Natalie Dewar, Marketing Coordinator, Royal London We can try to live each day to the full in the belief nothing can stop us… but then something happens that catches you completely off-guard. The week before I started at Royal London didn’t quite go to plan – instead of preparing and calming my nerves, I was […]

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The Advice Advantage: What your clients want

Demand for financial advice is growing, but what clients want is changing both rapidly and significantly. In this webinar, Leo Schulz, senior investment writer, speaks to Garrett Harbron, senior investment strategist, about the way turnkey investment solutions and robo-advice are transforming the way value is delivered. They also discuss emerging insights from our ongoing survey […]

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Clients in the UK and the US: More different than alike?

About this time last year, Vanguard introduced our paper The evolution of Vanguard Adviser’s Alpha®: From portfolios to people in the United States. It explored our vision of the future of advice, and what advisers need to do in order to remain relevant and profitable. One of the more interesting (and controversial) findings of the paper was […]

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The evolution of Vanguard Adviser’s Alpha: from portfolios to people

Relationship management is the path to client satisfaction. In this paper, Vanguard Investment Strategy Group explores how advisers can differentiate themselves from their competitors. Read the full article, and also find out about our upcoming symposium and workshops. Important information: This information is directed at professional investors and should not be distributed to, or relied […]

What are the 5 types of advised investor?

Understanding how investors select advisers can help you attract and retain clients who are well-suited to your practice. You can more easily satisfy clients if you know what they care about. A recent Vanguard report – part of our Advised Investor Insights research series – uncovers key factors to help you better understand clients and […]

Spousal bypass trust: the facts

The Technical Team at Prudential look at what spousal bypass trusts are, why they might be used and the tax implications of using them. Key points Spousal bypass trusts are still an effective planning tool The desire for control when passing on death benefits will dictate whether a spousal bypass trust is set up Death […]