Partner Videos

Investment News for Financial Advisers & Paraplanners - Celebrating two years of infrastructure investing

The M&G Global Listed Infrastructure Fund has recently celebrated its two year anniversary. The fund, which is managed by Alex Araujo, launched in October 2017 to give investors access to the compelling investment characteristics of long-life infrastructure assets. more...

Investment news for Financial Advisers and Paraplanners - M&G: Opportunities in infrastructure investing

At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&G’s approach to investing in this asset class. more...

Investment news for Financial Advisers and Paraplanners - M&G: 2020 outlook – hidden in plain sight

Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020. more...

Investment news for Financial Advisers and Paraplanners - M&G: Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers? more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Schroder Strategic Credit

This is essentially a flexible, short-dated corporate bond fund, with the manager asset allocating between investment grade and high yield credit as he sees fit more...

Pension news for Financial Advisers and Paraplanners - Prudential Market Insights – September 2019

Sahil Shaikh, Portfolio Manager and M&G Treasury & Investment Office, discusses the good news amongst the bad in a slowing global economy, whether he thinks the looming global recession will be different to last time & how much impact the US/China trade war is having on the market's volatility. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: T Rowe Price Global Focused Equity

A conviction based global equity fund seeking growth opportunities more...

Investment news for Financial Advisers and Paraplanners - A strategy for the long term investing in global equities with some exposure to emerging markets

A strategy for the long term investing in global equities with some exposure to emerging markets more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - Matthews Pacific Tiger Fund

An all-cap portfolio with a focus on sustainable growing companies that can be held for the longer term. more...

Investment videos for Financial Advisers & Paraplanners - Square Mile: Talking Factsheets - AXA Framlington UK Select Opportunities Fund

A fund invested in growing businesses, of all sizes, run by a highly experienced and impressive manager. more...

Protection news for Financial Advisers and Paraplanners - Aegon’s Key person replacement service

Aegon’s Key person replacement service – supporting businesses when an owner or a key person is unable to work due to illness, injury or death. more...

Investment news for Financial Advisers and Paraplanners - M&G: Central banks turn on the taps

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy. more...

Investment News for Financial Advisers and Paraplanners - Prudential Multi – Multi - Asset Investment Update

Join Phil Butler, Multi Asset Portfolio Manager at M&GPrudential Treasury and Investment Office, for a reflection on market performance across 2019 so far. In this video, he also looks at the Fed’s rate cuts, notable investment activity across Q2 and also outlines if there’s cause for concern when it comes to the mixed macro picture that’s appearing. more...

Ethical investment news for Financial Advisers & Paraplanners - Prudential: ESG investing

Ben Constable- Maxwell, Had of Sustainable and Impact Investment with M&G Investments, discusses ESG, who it’s for, strategies, drivers and ESG in practice. more...

Investment News for Financial Advisers and Paraplanners - M&G: Falling yields – has gold got its shine back?

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal. more...

Investment video for Financial advisers and paraplanners - Invesco: Flying update: Three things to consider in autumn

119 seconds – Back to school! Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses three things you need to think about when it comes to fixed income portfolios this autumn. more...

Partner Video for Financial Advisers and Paraplanners - Fund Update: M&G Optimal Income Fund

In this short video, fund manager Richard Woolnough explains why he doesn’t share the market’s nervousness about prospects for the global economy, and how this view is reflected in the fund’s positioning. After a positive first half of the year for risk assets, Richard discusses where he believes the best relative value now lies. more...

Investment News for Financial Advisers and Paraplanners - Invesco: What does the inverted US yield curve tell us?

The US yield curve inverted for the first time since 2007. What is the yield curve’s success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be causing the inversion? Fund Manager, Stuart Edwards gives his views on the recent inversion of the yield curve. more...

Protection video for Financial Advisers & Paraplanners - Royal London: Everyone’s different

At Royal London, we understand everyone’s unique. That’s why our protection proposition isn’t ‘one size fits all’ more...

Investment news for Financial Advisers & Paraplanners - Schroders: Where's the value in European equities?

60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What does the future hold for the advised platform space?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Business management news for Financial Advisers & Paraplanners - Old Mutual Wealth: How to spot a criminal posing as your client

Impersonation fraud, where a criminal hacks into an email account and poses as a client to request the withdrawal of funds, is increasingly common. In the first six months of 2018 alone there were 3,866 reported cases of impersonation scams in the UK. more...

Platform news for Financial Advisers & Paraplanners - Which way is pricing heading in the future?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Retirement news for Financial Advisers & Paraplanners - Old Mutual Wealth: How do you make sure your client’s pension meets their income needs?

Take three minutes to watch our latest Collective Retirement Account video where Ian Browne, pension expert, talks about how to tailor your client’s pension and make strategic alterations so that it stays up to date and on track with their requirements. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: Demystifying the technical aspect of pensions

With incessant industry change from a regulatory, legislative and technical perspective, FundsNetwork offers advisory firms comprehensive support including client-facing guides. Topics covered include carry forward, income drawdown, the annual allowance and much more more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What criteria is used to rate platforms?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Investment news for Financial Advisers & Paraplanners - M&G Equities: All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What is the importance of price?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: How are advisers reacting to the changing platform market?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: Are there any signs that advisers think the platform market is going to settle down?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: Is the level of choice fuelling advisers to switch platforms?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Investment News for Financial Advisers & Paraplanners - The Baillie Gifford Managed Fund – Solving the Investment Puzzle

The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film investment managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. more...

Investment video for Financial Advisers & Paraplanners - M&G: What to look for when you are investing for impact

In this short video, Ben Constable Maxwell, Head of Stewardship and Impact Investing and Craig Hart from King & Shaxson, an ethical discretionary fund manager, discuss the rise of impact investing and the various factors to take into account when investing for impact. more...

Investment News for Financial Advisers & Paraplanners - Overweight or Underweight Equities?

Are we at the end of the economic cycle? Where can you find value and opportunity in an uncertain world? Listen to the latest thinking on the key themes that are shaping global markets in 2019 from M&G’s Investment Director and Head of Equities Investment Communications, Ritu Vohora. more...

Investment videos for Financial Advisers & Paraplanners - Scottish Mortgage: Resolute Investors

In this in-depth two-part video interview, join Scottish Mortgage managers James Anderson and Tom Slater as they discuss what they’ve learned from investing and look at the companies in the portfolio at the forefront of profound change in their industries. Capital is at risk. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Earnings season – some welcome surprises?

Watch this month’s video where Ritu Vohora, Investment Director, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprisingly positive, particularly in the US. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage – Invest in Progress

Scottish Mortgage is the UK’s largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Watch the film to discover how they invest in this progress. Capital at risk. more...

Investment news for Financial Advisers & Paraplanners - M&G Investment: A new route to sustainable investing?

Investing provides the opportunity to take part in the world economy, share its challenges and opportunities and influence our future. Discover M&G’s new multi asset approach to sustainable investing in this short video with Maria Municchi, Fund Manager of the recently launched M&G Sustainable Multi Asset Fund. more...

Investment News for Financial Advisers and Paraplanners - M&G: US Fed climbs down from rate hikes

This month’s video looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. more...

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