FT Adviser

Most equity markets enjoyed a torrid 2022 but there are now signed inflation is peaking and most of the bad news may well be priced in. So what could 2023 have in store?

This week FTAdviser's David Thorpe is joined by Alex Illingworth, who runs the Artemis Global Select fund, Wayne Berry, investment director at RBC Brewin Dolphin, and Stephen Anness, head of global equities at Invesco, to find out.

They discuss what investors can learn from the turbulence on 2022, how to achieve diversification in the current climate, and the prospects for UK equities.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro 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.

Value investing is an investment philosophy whereby the investor buys assets that they believe to be undervalued by the market and thus have the potential to generate returns.

Over the last 12 months there has been a shift from growth to value: Surging inflation and commodity prices have been hugely beneficial for legacy companies in the oil and gas, and mining sectors as they have been able to take advantage of the global energy crisis and the switching on of demand post-Covid. An environment of rising interest rates is also helping value stocks to appear more valuable, as growth companies tend to have longer-term cash flow horizons; hence their valuations are affected more by rising rates.

So, with the increasing focus on sustainability can one be sustainable and a value investor at the same time?

Joining Ima Jackson-Obot, deputy features editor at FTAdviser, to discuss the topic are Roberta Barr, head of value team ESG - fund manager at Schroders, and Stuart Clark, WealthSelect portfolio manager at Quilter Investors.

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.

But what happens when the kingpin of big data and clever, tailored marketing to each of its consumers decides to take on financial services? The potential for Amazon to become a shop front for life insurance brokers or wealth managers has become clear in recent years. But while the regulatory niceties will need to be worked out, what do we make of the model that Amazon can offer in becoming a one-stop shop for clients? And what do we make of large entities in regulated financial services attempting to counter this potential threat by becoming all things to all people? Talking to FTAdviser editor Simoney Kyriakou on this podcast is Ian McKenna, founder of fintech consultancy F&TRC, and Hugo Bedford, chief executive of JM Finn.

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 episode of the FTAdviser In Focus podcast we assess the Retail Distribution Review 10 years on. The RDR was implemented on 31.12. 2012, introducing a raft of measures to make the advice market more transparent and professional, in order to inspire consumer confidence and trust. But while professionalism has increased there have also been a fair few scandals. Square Mile's Scott Dakers and Morningstar's Martin Coyle assess whether the RDR has achieved the goals it was designed to achieve.

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 Chartered Insurance Institute's decision to appoint a majority of directors to the Personal Finance Society's board has triggered a chain of events which has led to resignations from the PFS and anger among its members.

But the events of the past few weeks have, in many ways, been the result of a chain of events going back several years.

This week, FTAdviser's deputy editor Damian Fantato is joined by Sarah Lord, immediate past president of the PFS, and adviser and academic Richard Bishop, to discuss how the two organisations got here, where they can go from here and what, if anything, advisers can do about it.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro 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.

Last year was eventful, to say the least, with the Ukraine war, the collapse of multiple UK governments, the "mini" Budget and the death of Queen Elizabeth.

Will 2023 be just as eventful? In the first episode of the year, FTAdviser deputy editor Damian Fantato is joined by reporters Sally Hickey, Jane Matthews, Sonia Rach and Ruby Hinchliffe to find out.

They discuss what the coming year might hold for investments, the mortgage market, regulation of the financial advice and platforms.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro 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 buy-to-let sector has been facing years of tax changes and reforms which, according to some, have made the sector increasingly unattractive.

In this week's episode of the FTAdviser podcast, reporter Jane Matthews catches up with Adele Forbes, managing director of West Yorkshire Money and Paul Holland, managing director of Henchurch Lane Financial Services to discuss the impact of this year's turbulent mortgage market and what 2023 might have in store for the buy-to-let sector.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro 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 2022 annuity rates have climbed by 40-50 per cent - which is a 14-year high- with these rates boosted by soaring long-term gilt yields.

And in late September and early October there were some particularly sharp increases.- in part, be attributed to financial markets having less confidence in the government, following the “mini” Budget.

Amy Austin, news editor at FTAdviser speaks to Mark Ormston, director of propositions and corporate partnerships at Retirement Line and Emma Watkins, managing director of retirement and longstanding at Scottish Widows about the comeback of annuities.

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 war in Ukraine, inflation and slowing global growth have sparked uncertainty over the global economy. More than ever, investors will need to understand the drivers that will influence markets over the coming year. Listen to this podcast with John Mullins, PIMCO product strategist, to gain insight on the outlook for 2023 and how to approach specific asset classes. 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.

On this episode of the FTAdviser In Focus podcast we take a look at the state of the adviser market 10 years after the Retail Distribution Review. RDR saw many advisers leave the industry, and while the industry as a whole has become markedly more professional since, there are still not enough people entering to replace those about to leave. Discussing the threat of a capacity crunch are Rachael Fennessey, founder of Aspire Executive Search, Edward Grant, director of technical connection at St. James’s Place, and Amy Austin, news editor of FTAdviser.

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.