News & Blog

  • 19 October 2021

    ESG assets to top £36trn by 2025

    By FMB

    According to Bloomberg Intelligence*, ESG (Environmental, Social and Governance) assets are forecast to exceed £36.5trn ($50trn) – over a third of projected global assets – by 2025. The analysis comes as environmental, social and governance factors are becoming increasingly important to investors across the globe.

    “The pandemic and the global race to net zero carbon

  • 30 March 2021

    Economic update for this April!

    By FMB

    Economic update from Rathbones Fund Managers

    "We believe that inflation will be kept tamped down by strong economic forces, but we don’t have a crystal ball.

    The reopening surge could be explosive indeed. Take the UK: something like 90% of all self-catered holiday accommodation in the UK has been booked out for this summer. And that’s before we know whether anyone will

  • 08 January 2021

    Put Your ISA on the Agenda in Q1

    By FMB

    With the end of the tax year fast approaching (Monday 5 April), if you have cash that you don’t need to access in the short term and would like to use some or all of this year’s ISA allowance, don’t leave it too late and risk missing out on this opportunity to save tax-efficiently; remember you can’t carry any unused allowance over to the next tax year, so timing is

  • 11 August 2020

    Focus on the Horizon

    By FMB

    Investors will understandably be pondering their portfolios as economic challenges endure. You may have heard the age-old investment dictum – time in the market, not timing the market. If so, recent research* has explored the concept, with some very compelling results.

    In March 2000, during the height of the dot-com boom, if an investor made an investment of £1,000 in the

  • 07 August 2020

    Reassurance for Savers

    By FMB

    In the spring, a surge was reported in the number of people enquiring about and opening savings accounts, as they sought to secure the best rates, before interest rate cuts fed through to savings rates and to benefit from a secure home for their money.

    For UK savers, the Financial Services Compensation Scheme (FSCS) can provide a safeguard adding a valuable level of

  • • Values based investing is our preferred term for what some might call “ethical”, “sustainable” or “socially responsible” investing.

    • Vales are personal, so fund managers may differ in opinion as to what constitutes “ethical”

    • You can apply negative criteria to help choose which funds might match your values e.g. a fund that does NOT invest in tobacco manufacture and

  • 11 February 2020

    The Evolution of Ethical Investing...

    By FMB

    Ethical investment has traversed into the mainstream, as people increasingly choose to allocate their investable funds toward companies whose values and practices align with their personal beliefs, whether they be environmental, social, religious, or political. Some investors may choose to eliminate specific industries or allocate to other sectors which meet their ethical

  • The New Year period is a common time for people to take stock of their finances and make resolutions designed to boost their financial wellbeing. And a new study has found the likelihood of success in this area is heavily linked to receiving professional advice and the establishment of clear financial objectives.

    Advice is key to success

    The recently released research*

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