Francis Wheeler

Transferring family wealth is one of the most significant and challenging responsibilities many parents face. In this Financial Times article, James Barrie, CFA explores practical strategies for preparing children to become responsible stewards of family wealth. He covers how to introduce financial education early, make wealth tangible through real-world experience, instil values through philanthropy, and implement safeguards such as trusts to support their maturity. Read more here: https://lnkd.in/eZXDM2Wc

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We’re excited to share two new investment ideas for DB pension schemes from our credit research team. Fund finance and private IG credit have emerged as compelling new options for those looking to diversify their liquid credit exposure whilst maintaining an investment grade focus. Click here to learn more: https://lnkd.in/es6dkNUG #Pensions #CreditInvesting #DB #FundFinance #PrivateIG

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Our Head of Global Wealth, Shane Clifford, sat down with Jason Thomas, our Head of Global Research & Investment Strategy, to talk about how private markets could be reshaping portfolio construction. 📈 What should investors consider as traditional bond hedges lose effectiveness? Get a sneak peek from their conversation in the clip below. 🎥 Full video coming soon. Want more now? Read Jason’s paper, “The Rise of Private Markets.” here: http://spr.ly/6041fV0Wc

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John Cronin argues that it’s time for the state to sell its majority stake in PTSB. With the bank’s turnaround complete and investor appetite strong, he says clinging on for a marginal price boost is ‘myopic and misguided’. Read why a swift exit matters - https://lnkd.in/gMXUshwJ

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Matt Henderson, Portfolio Manager, discusses the criticism from France and Germany following the European Union’s trade agreement with the US, citing economic damage resulting from the 15% tariff. Matt also covers the ongoing US earnings report which so far has surprised to the upside with earnings ahead of market expectations.

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Great summary by ILIM’s Head of Client Investment Solutions Leonie Mac Cann, CFA this morning on Newstalk’s Business Breakfast with Joe Lynam. Leonie provided clear insights on the 90-day trade truce extension between President Trump and China—highlighting that while both sides are eager to establish stability, negotiations remain ongoing, with hopes of reaching a trade deal ahead of Trump’s visit in October. She also discussed the wider implications of the agreement by Nvidia to pay 15% of revenues from chip sales to China to the U.S. government. All eyes are now on the upcoming US inflation data release later today which could have an important impact on the Fed’s next interest rate decision. #markets #trade #economy #USChina #inflation #Fed #ILIM

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In this month’s Market Insights, Jonathan Armitage, CFS Chief Investment Officer, and Al Clark, Head of Investments, explore how investment diversification helped CFS once again deliver outstanding results for members in financial year 2024–25. With market turbulence expected to continue into next year, they underscore the importance of staying the course during uncertain conditions. Watch the full version here: http://spr.ly/6046f6gNQ

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