This poll aims to gather insights from financial advisors about their clients' cash holdings, the investment case for cash in 2025, and the role of cash in long-term investment strategies.
This poll aims to gather insights from financial advisors about their clients' cash holdings, the investment case for cash in 2025, and the role of cash in long-term investment strategies.
In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.
'We prefer management teams that are considered rather than overly promotional'
First year marked by challenges and change
‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’
Firms taking very different approaches to buying and selling