FT Adviser

The past year has seen an AI-driven tech surge and rising bond yields as markets grapple with rising rates, high inflation and geopolitics.

This week David Thorpe, investment editor on FTAdviser, is joined by Richard Saldanha, global equity fund manager at Aviva Investors, Mark Preskett, portfolio manager at Morningstar, and Guy Foster, chief strategist at Brewin Dolphin, to reflect on the past year in markets and look forward to 2024.

They discuss the concentration of the US stock market around a few tech stocks, the role of UK equities, whether now is a time for investors to focus on quality and the recession which was predicted but never arrived.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

Looking after a client's mental wellbeing is as much part of a financial adviser's job as making sure staff and they themselves are happy and content. In this episode of the FTAdviser In Focus podcast we hear from three advisers about working with vulnerability both in the workplace and with clients.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

The Office for Budget Responsibility has predicted that in 2024 house prices will go down by about 5 per cent, with transactions falling by 7 per cent.

On this week's podcast FTAdviser reporter Tom Dunstan talks to Martin Stewart, director of London Money, and Tony Hall, head of business development at Saffron for Intermediaries, about what effect this might have.

They discuss whether the forecasts should be taken as gospel, how mortgage brokers can "keep the lights on" during a slower year and which parts of the mortgage market might be worst hit.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

After a 2-year post-pandemic inflation surge, the global economy eases from extensive fiscal and monetary interventions. Central banks reassess recession risks, signalling potential investment opportunities as volatility reawakens. This content was paid for by PIMCO and produced in partnership with the Financial Times Commercial department.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

At the Autumn Statement the government confirmed that it would be scrapping the lifetime allowance from early April, ignoring pleas from the industry for more time to prepare.

So what do advisers, pension providers and platforms have to do now to prepare?

This week FTAdviser news editor Amy Austin is joined by Andrew Tully, technical services director at Nucleus, and Jon Greer, head of retirement policy at Quilter, to find out.

As well as plans for preparing for the change they discuss the consequences of the LTA being scrapped, what clarity is still needed from the government ahead of April 6 and whether this actually makes pensions more complicated.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

In this podcast, sponsored by Columbia Threadneedle Investments, FTAdviser's investment editor David Thorpe talks to Tammie Tang, the lead manager of the CT UK Social Bond fund.

They discuss how a bond fund manager can deliver an impact, and why Tang takes a regional and a demographic focus.

Tang also explains why she thinks the "greenium" - or green premium - is often small or non-existent and why it's better to focus on market sentiment.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

Jeremy Hunt touted this week's Autumn Statement, which included a 2 percentage point cut in national insurance contributions, as the beginning of his plans to cut taxes for businesses and individuals and as a return to growth.

But did the chancellor of exchequer's actions match his words?

This week FTAdviser deputy editor Damian Fantato is joined by Matt Todd, associate director at RSM, Ian Cook, chartered financial planner at Quilter Cheviot, and Claire Trott, director at Technical Connection, to pick the bones out of Hunt's accouncements.

They discuss the impact of the NICs cut amid the wider context of fiscal drag, why the chancellor may have avoided cuts to other taxes, and whether the "pot for life" which was announced is a good idea.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

One of the rumours which has swirled around about next week's Autumn Statement is that Jeremy Hunt will use it to reform and simplify the Isa regime.

There have been rumours he will allow savers to put money into multiple Isas in the same year, but there have also been reports he is considering a "British Isa" to encourage investment into UK companies.

This week Damian Fantato, deputy editor of FTAdviser, is joined by Tom Selby, head of retirement policy at AJ Bell, and Tim Morris, IFA at Russell & Co, to discuss the pros and cons of these policies. Plus they discuss the recent rumours Hunt is planning to cut inheritance tax.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

The market turbulence across a variety of assets over the past year or so has raised the question of where investors should go to seek shelter from the storm.

This week FTAdviser's investment editor David Thorpe is joined by Ian Barnes, chief investment officer at Netwealth, David Jane, multi-asset fund manager at Premier Miton, and Ben Gutteridge, director of the model portfolio service at Invesco, to find out.

They discuss the role of government bonds in general and gilts in particular given recent volatility and the prospects for investing if inflation stays higher for longer.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

Research into dementia is at a breakthrough point, signalling the moment in history that people will look back on and say that "this is the moment when everything changed". This was the positive message delivered by Dr Richard Oakley, associate director of research at Alzheimer's Society, speaking to editor Simoney Kyriakou on the latest FTAdviser podcast.

He was joined by guests Yvonne Braun, director, long-term savings, health and protection, at the Association of British Insurers; and Rose St Louis, protection director at Loyds Banking Group and Board member of Insurance United against Dementia, who opened up about the lived experience of her family when her mother was given a devastating diagnosis of dementia. 

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.