Articles

Testing times for ethical investment strategies

Ethical investment strategies have seen significant growth over recent years, as more investors aim to align investments with their own values. According to data from Morningstar, total assets in global sustainable funds have climbed to US$3.2 trillion at the end of 2024, almost double the total assets held in similar funds at the end of 2020.

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The benefits of regular investment

One of the simplest ways of investing for the longer term without committing a lump sum is to make regular investments. In fact, many of us do this without thinking, as employer and employee contributions are paid into personal pension plans monthly via payroll.

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The evolving outlook for Japan

We previously cast the spotlight on Japanese Equities late in 2023, at a time when the region was seeing a sharp rally in values, which extended through to the start of this year. Recent performance has, however, been disappointing, as investors become wary of the impact of tariffs imposed by the US. Despite these challenges, Japan remains an interesting opportunity for investors.

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Five themes for 2025

Many investors will look back at 2024 and be satisfied with returns from investment markets. Whilst pockets of positivity remain, 2025 may well be a year when investors are likely to face more testing conditions than the calm waters seen last year. We look at five themes that could shape market direction over the next twelve months.

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Changes to the Concepts Discretionary Investments (CDI) Socially Responsible Investment range

The last decade has seen an increase in availability of investment funds that aim to meet a social, ethical or sustainable objective. In response to the rapid expansion of the sector, the Financial Conduct Authority (FCA), which regulates financial services companies in the UK, has introduced a series of new measures which will change the way funds, and other products and services making sustainability related claims, can be marketed to investors.

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Why the US election matters

The US election in November is currently too close to call, with the polls showing Kamala Harris and Donald Trump neck and neck. It is likely that polls will remain close until polling day and bearing in mind the fallout from the 2020 election, markets could be more volatile as we head towards the vote on November 5th, and immediately beyond.

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Signs of recovery in commercial property

Commercial property has traditionally played an important role in portfolio diversification. Direct Property funds that invest in UK physical property assets, such as warehouses, office and industrial space, has traditionally found a place in many portfolio strategies, as it tends to produce consistent returns, that show little in the way of correlation with other assets, such as Equities (shares).

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The drawbacks of a passive only investment approach

First available to investors in 1975, a passive investment fund aims to replicate the performance of a specific market index, rather than actively selecting individual assets within a particular market. Over the last decade, passives have grown substantially in popularity, with Morningstar research confirming that passive funds saw higher inflows than active funds during 2023 1.

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Scaling the wall of worry

Recent events in the Middle East have once again led to increased concerns about the impact that World events can exert on global financial markets. In such times, it is important to remain focused on the long-term trend, and to try and avoid taking short-term decisions that could prove detrimental, as history tells us that the initial knee-jerk reaction to global events is often short lived.

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