William Robins

Following a period of huge market activity so far in 2025, what does this mean for investors? Our Chief Investment Officer, Tom Caddick, looks at the various factors causing market noise in Q2 including Trump's tariffs, a fluctuating dollar and changing UK economic policy. https://lnkd.in/epc9q34y

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We’re proud to share that both M&G Investments and Prudential Assurance Company (PAC) have successfully retained their signatory status to the Financial Reporting Council’s UK Stewardship Code 2020, the gold standard for stewardship in our industry.     Stewardship is a key lever we use to support positive change — driving long-term value for clients leading to sustainable benefits for the economy, the environment and society. In this blog, Laura O'Shea and Guy Rolfe, CFA share their Stewardship highlights from the last year: https://lnkd.in/edxSBPXX   The value of your investment can go down as well as up and so you might not get back the amount you put in. Your capital’s at risk.

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30-year gilt yields are rising at a relentless pace. And the trend is not limited to the UK - most major developed nations are seeing similarly weak demand for their own long-term debt. So why are global borrowing costs on the rise? And how long before equity markets start to feel the heat? More on today's Money Distilled. (With thanks to Marcus Ashworth ) https://lnkd.in/eEATFefB

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Check out the latest July Market Update from Fairstone Group Ltd's Investment Director, Oliver Stone, CFA. We break down the latest financial trends, including fixed income performance, US fiscal & tariff policies, and more. https://lnkd.in/egjHxyNs

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Marketing communication. Capital at risk. For professional investors in the UK only. In IFA Magazine, Jack Holmes explores why multi-asset investors may be better served by adopting straightforward strategies focused on equities and bonds. Read more: https://lnkd.in/e9v_KvKY #equities #bonds #multiasset #multiassetinvesting #activemanagement 

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🚜 The landscape of generational wealth planning is shifting for UK farmers and family business owners. In her latest article, which was also featured in the Financial Times, Clare Munro examines how trusts can support the long-term preservation of family wealth in light of evolving IHT rules. With the April 2026 deadline approaching, now may be an opportune moment to review existing structures and ensure plans remain fit for purpose. 📖 Read the full article here: https://lnkd.in/eiiBKsKq #InheritanceTax #WealthPlanning #Trusts #FamilyBusiness #Farming #Weatherbys #FinancialPlanning #GenerationalWealth

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⚡ On this week's podcast. The Bank of England rates decision wasn't the biggest story to come out of last week's MPC meeting. Why? Daniel M. and James Sproule unpack the news on quantitative tightening and explain why it matters. Plus, house prices in England are on paper more affordable than they were in 2022 - find out why James thinks that's not the full picture. 🎧 Listen in: https://lnkd.in/e_3vP-DW

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Great to see the Group maintain its position as the UK’s lead investor in spinouts, with Parkwalk Advisors, our EIS fund management business, continuing to lead the way. Parkwalk Advisors’s annual Equity Investment into Spinouts report 2025, in conjunction with Beauhurst, reveals 2024 was a record year for spinout investment with £3.35bn in funding. Together with Parkwalk Advisors, the Group backed 54 spinouts in 2024 across the UK, making us the UK’s biggest investor in the sector. Greg Smith, CEO of IP Group plc, said: “We’re proud to see the Group maintain its position as the UK’s lead investor in spinouts, with Parkwalk continuing to set the pace across the sector. The UK has nurtured one of the world’s leading ecosystems for academic innovation - but without scale-up capital, we risk missing a once-in-a-generation opportunity. Chiefly, we should leverage deep pools of domestic institutional capital – providing UK savers with access to the most exciting investment opportunities whilst unlocking funding to fuel growth. At IP Group, alongside Parkwalk, we’re sourcing and backing world-leading innovation - providing long-term capital and operational support to help the UK’s most promising technologies to deliver economic and societal impact – and we’re ready to do more.” Link to report in comments 👇

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