Investment
The latest investment news by asset class
Investment 22 Jan 25
Aegon warns one aspect of new pensions IHT rules is ‘riddled with issues’
In the longer term, ‘we urge the Government to carry out a review of IHT’
Companies 22 Jan 25
Fairstone and JP Morgan AM unveil strategic partnership
Fairstone will utilise JP Morgan AM’s global investment capabilities
Alternatives 20 Jan 25
Geoff Cook on global trends amid Trump inauguration
Five significant trends for 2025 are Trump, Tariffs, Tax, Tech, and Trade
Investment 20 Jan 25
Oxford Risk launches retirement income suitability tool
Advisers are ‘struggling with evidencing retirement income suitability’
Puma Alpha VCT launches £15m fundraise
As well as the addition of Aveni, Puma Alpha VCT has also made follow-on investments into Bikmo and Thingtrax
Industry reacts as Spain mulls 100% property tax on non-EU buyers
The Spanish PM claimed that people were buying ‘mainly for speculation’
St. James’s Place aligns fund with SDR label, changes external manager
Ongoing charges will reduce by 0.01% as a result of these changes
Alternatives | 13 Jan 25
Downing launches actively managed liquid alternatives fund
It aims to deliver 7% to 10%+ per annum
Commodities | 10 Jan 25
Royal Mint sees demand surge for CGT-exempt bullion coins
Revenues from sales of VAT-exempt Digital Silver rose 848% year-on-year