From Investment IQ. As speculation mounts ahead of the upcoming Budget, many are concerned that Labour may target inheritance tax (IHT) in their efforts to raise revenue. While the government is unlikely to increase the headline IHT rate, other changes are on the table, including limiting exemptions for pensions, AIM shares, and agricultural property relief. With fiscal drag already pulling more estates into the IHT net, Labour’s approach could quietly increase the tax burden on wealth transfers. Morningstar. 🔗 Read the full article on Investment IQ: https://incm.pub/3Nczu4t #investing #assetmanagement #wealthmanagement #finance
Investment IQ
Investment Management
Investment intelligence to help you make better decisions
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Our aim is simple: we make it easy for pensions and wealth management professionals to access the latest thought leadership content, all from a single source. Using Investment IQ's search facility, our members discover the latest articles, reports, research, white papers, videos and more. Investment IQ is part of Incisive Media, the company behind well-known brands like Investment Week, Professional Adviser and Professional Pensions.
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Updates
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From Investment IQ. As biodiversity faces unprecedented threats, green bonds are emerging as a promising tool to fund conservation efforts and protect ecosystems. While traditionally focused on climate-related projects, green bonds are increasingly being directed toward biodiversity, helping bridge the funding gap for critical environmental initiatives. However, challenges such as a lack of standardized metrics and transparency remain. Natixis Investment Managers. 🔗 Read the full article on Investment IQ: https://incm.pub/3XQW3AQ #investing #assetmanagement #wealthmanagement #finance
Can green bonds preserve biodiversity?
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From Investment IQ. Japan’s recent monetary tightening, led by the Bank of Japan’s (BoJ) gradual rate hikes and loosening of yield curve control, is starting to reshape global capital flows. While early August’s market volatility was attributed to the yen carry trade, this explanation may be too simplistic. The BoJ’s policy changes could have longer-term impacts, especially as Japanese domestic investors are drawn back to Japanese Government Bonds (JGBs), potentially diverting capital from U.S. Treasuries and German bunds. As JGB yields rise, this reallocation of capital could have significant consequences for global markets. T. Rowe Price. 🔗 Read the full article on Investment IQ: https://incm.pub/3Yan3wf #financialadviser #investment #investmentmanagement #finance
Is Japan's monetary shift shaking up global capital flows?
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From Investment IQ. Japan’s equity markets are at a critical turning point. Historically marked by inefficiencies and weak governance, corporate Japan is undergoing significant reforms that are transforming its investment landscape. These changes are creating unique opportunities, particularly in small and mid-cap sectors, where valuations remain attractive. Nikko Asset Management Group. 🔗 Read the full article on Investment IQ: https://incm.pub/3zySiba #financialadviser #investment #investmentmanagement #finance
Japan’s corporate revolution: Why investors should pay attention
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From Investment IQ. As regulatory frameworks evolve, new ESG fund naming rules are set to have a major impact on environmental funds. These changes aim to increase transparency and ensure that funds accurately reflect their sustainability objectives. Investors will need to pay close attention as these rules take effect, influencing not only how funds are marketed but also how capital is allocated within the environmental space. For those committed to sustainable investing, these reforms could significantly shape future opportunities and drive greater accountability in ESG fund management. Bloomberg. 🔗 Read the full article on Investment IQ: https://incm.pub/3NbV2hz #investing #assetmanagement #wealthmanagement #finance
ESG fund naming rules: What's changing?
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From Investment IQ. Artificial Intelligence (AI) is emerging as a powerful ally in nature conservation, offering new ways to protect forests, restore soils, and safeguard biodiversity. From monitoring illegal deforestation with drones to optimising water use in agriculture, AI technologies are being deployed to enhance the management of our natural carbon sinks. As environmental challenges intensify, leveraging technology could be key to achieving a sustainable future, ensuring that ecosystems thrive in harmony with human innovation. LGT Wealth Management. 🔗 Read the full article on Investment IQ: https://incm.pub/4ePcRPy #financialadviser #investment #investmentmanagement #finance
How AI can help protect the planet
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From Investment IQ. Sustainable bond investments have shown mixed performance at the start of 2024. While Green, Social, and Sustainable Bonds (GSSBs) grew by 11% in the first quarter, sustainability-linked bonds (SLBs) saw a significant decline. Social bonds made a notable comeback, driven by supranationals and development banks in the Asia-Pacific region. Meanwhile, issuance surged in sectors like communications and industrials. Natixis Investment Managers. 🔗 Read the full article on Investment IQ: https://incm.pub/3NbkwM7 #investing #assetmanagement #wealthmanagement #finance
Sustainable bonds – what's next?
investmentiq.co.uk
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From Investment IQ. Japan’s equity markets are at a critical turning point. Historically marked by inefficiencies and weak governance, corporate Japan is undergoing significant reforms that are transforming its investment landscape. These changes are creating unique opportunities, particularly in small and mid-cap sectors, where valuations remain attractive. Nikko Asset Management Group. 🔗 Read the full article on Investment IQ: https://incm.pub/4gPKlyT #investing #assetmanagement #wealthmanagement #finance
Japan’s corporate revolution: Why investors should pay attention
investmentiq.co.uk
-
Japan’s recent monetary tightening, led by the Bank of Japan’s (BoJ) gradual rate hikes and loosening of yield curve control, is starting to reshape global capital flows. While early August’s market volatility was attributed to the yen carry trade, this explanation may be too simplistic. The BoJ’s policy changes could have longer-term impacts, especially as Japanese domestic investors are drawn back to Japanese Government Bonds (JGBs), potentially diverting capital from U.S. Treasuries and German bunds. As JGB yields rise, this reallocation of capital could have significant consequences for global markets. T. Rowe Price 🔗 Read the full article on Investment IQ: https://incm.pub/3zJUKvj #investing #assetmanagement #wealthmanagement #finance
Is Japan's monetary shift shaking up global capital flows?
investmentiq.co.uk
-
From Investment IQ. With the global funding gap for sustainable development goals (SDGs) widening, particularly in emerging markets, innovative financial tools like blue bonds are gaining traction. Blue bonds, which fund ocean-friendly and clean water projects, are a new addition to the sustainable debt market and offer significant additionality—creating positive impacts that would not otherwise be achieved. T. Rowe Price. 🔗 Read the full article on Investment IQ: https://incm.pub/3NcTa8t #financialadviser #investment #investmentmanagement #finance
Can blue bonds bridge the gap in sustainable development?
investmentiq.co.uk