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The guests on the latest edition of the FT Adviser podcast agree that while duration will always be a very significant arbiter of returns, it is perhaps not quite to the same extent as has been in the recent past.
George Fox from the Merlin multi-manager team at Jupiter, Mohammed Kazmi, fixed income strategist at UPB UK, and Ryan Myerberg, fixed income fund manager at Brown Advisory, discuss the yield opportunities in markets, and their view of high yield bonds.
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Can climate justice in the UK be helped by a more efficient tax system? FT Adviser editor Simoney Kyriakou is joined by David Macdonald, founder of impact-only investment company Path Financial on the latest Margin Notes podcast. In addition to being a financial adviser, he’s a strong advocate of the need for tax reform in the UK.
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The most significant aspect to think about when investing in private markets is the length of time a client is able to hold the asset, according to Joan Solotar, global head of Blackstone Private Wealth.
Speaking with features editor Melanie Tringham, Solotar outlines her views on private markets and how retail investors should think about them, looking at time spent holding assets, how they perform and what place they should hold in one's portfolio.
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Mortgage brokers and advisers have a “hugely important” role to play in helping more Britons on to the housing ladder, the FCA has said.
Speaking on the latest FT Adviser Margin Notes videocast, David Geale, the FCA’s permanent executive director for payments and digital finance, explained the reasons the regulator is looking at the future of mortgage lending in the UK.
Geale also discussed how technology and AI could be used more to help lenders and brokers in their decision-making.
He said: “We see AI developing as a tool, and that can be used in different ways. It can be used to help some people with their selection.
“It can help people in terms learning and help to identify customers who need support.”
But as well as considering how AI and technology can shape the future of the UK’s mortgage market, Geale said even if the adviser used AI to help “streamline” the process, the role of independent advisers would always be vital in delivering personalised and tailored recommendations to would-be homeowners.
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This week news editor Amy Austin speaks to Justine Pattullo, chair of Flag and representative of Pension Lab and Nick Green, strategy and proposition director at Criterion, about Letters of Authorities and what can be done to improve this process.
They looked at why the process is fraught with problems and why everyone will need to work together to see any real change.
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The guests on the latest edition of the FT Adviser podcast retain most of their focus on the large cap part of the US market, but are cautious on the outlook for the seven stocks at the top of the index.
Alex Crooke, who runs the Bankers investment trust at Janus Henderson, Jason Da Silva, multi-asset investment strategist at Arbuthnot Latham, and Dan White, who runs the M&G North America Value fund, discuss how they are finding opportunities in a US equity market trading at record highs, but also riven with uncertainty.
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What happens when the benefits of AI meet questions of accountability and agency? Joining Margin Notes in this episode is Sarah de Lagarde, brighter future strategist for Janus Henderson, who has described herself as a “bionic woman”, and is using her voice to encourage companies to think more creatively about ways to innovate and design products and services that make things easier for everyone.
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In this episode of the FT Adviser podcast Amy Austin looks at the evolving landscape of private equity consolidation in the financial advice industry. She chats to independent strategic adviser Tony Spain and CEO of Woven Advice Nicky Sevel, who tell her PE firms are now more focused on adding value through efficiency and vertical integration due to the rising valuations and interest rates.
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During our teenage years, core beliefs are developed and nurtured - beliefs about ourselves and ways of understanding the world; ways of navigating the transition into adulthood and the development of resilience. And amidst all this are fundamental concepts about financial aptitude: saving, spending, long-term planning. But how much are young people being included in conversations about wealth and attitudes to money? How can you help your clients open and maintain effective lines of communication with teenagers about this often under-discussed subject? On this episode of the FT Adviser Editor's Podcast, special guest Jessica McGawley, founder of Dallington - a service that helps young people and their families build stronger foundations for the future - talks to editor Simoney Kyriakou.
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On this episode of the FT Adviser editor's podcast Simoney Kyriakou speaks with corporate activist Belinda Parmar OBE about empathy in advice and why too many advisers mistake sympathy for empathy.
The episode qualifies for 30 minutes of CPD.
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