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The Dynamic Planner Journal
Behavioural Finance | Opinon
What eye tracking tells us about presenting past performance to clients
by Dr Louis Williams, Head of Psychology and Behavioural Science How do your clients interpret past performance? Is the information you provide valuable, or could it be leading them to make poor decisions? Under the consumer understanding outcome of Consumer Duty, the FCA wants firms to support customers to make informed decisions by giving them […]
Featured | Funds
Finding balance in a concentrated investment world
By Andrzej Pioch, Lead Fund Manager, L&G Multi-Index Funds A typical broad global equity benchmark has around two-thirds of its stocks domiciled in the US1. Perhaps unsurprisingly, global equity indices therefore share the majority of their top 10 constituents with US equity indices, and the typical overall portfolio overlap between the two is currently over […]
Featured
Positioning for the end of the cycle
Fidelity Portfolio Manager Talib Sheikh discusses the current outlook across the income complex and why high-quality assets are prudent given the risks to growth. What is your investment outlook for 2024 given the prevailing macro environment? Risk appetite grew significantly towards the end of 2023. Strong economic data in the US and falling inflation gave […]
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