AJ Bell Investcentre’s Post

Rate-cutting cycle begins: what does this mean for cash returns? Central banks are shifting from inflation control to addressing economic softness caused by higher interest rates. The Bank of England and ECB have led the way, and the Federal Reserve is expected to follow with a 25 or 50 basis point cut in September. Get your expert opinion here: https://lnkd.in/eP8Vr9cR

Market insights, pension updates and investment strategies – all in one place! 💻 Starting next week, our ‘Off the Road’ webinars are back. We’ll by joined by experts such as Russ Mould, Joshua Croft, Rachel Vahey and Laith Khalaf discussing everything from the latest pension changes to what’s ahead for 2025 – all hosted by your Business Development Manager. Register for your regional session here: https://lnkd.in/eEtgKUcw

How Labour plans to encourage greater productive investment in the UK 💼 Our Head of Public Policy, Rachel Vahey, looks at their manifesto in greater detail, and what it could mean for your clients. “There is a supposed ‘untapped’ £2.5 trillion in pension funds that could be, in part, pushed to UK investment…” Here’s what you need to know: https://lnkd.in/epeb7fjC

Navigating pre A-Day pensions under the new rules 📜 Due to transitional calculations and lifetime allowance reductions, clients with older pensions may face more difficulties under the new pension rules. Our Senior Technical Consultant, Lisa Webster, explores how you can best support your clients with pre A-Day pensions. https://lnkd.in/eYs3fEN2

We’re here for another Tech Tuesday! Lifetime allowance (LTA) and the pensions regime – what’s new?💡 “6 April 2024 saw the introduction of a new regime for pension benefits. Out went the lifetime allowance (LTA), and in its place came the three-headed monster of the lump sum allowance (LSA), the lump sum and death benefits allowance (LSDBA) and the overseas transfer allowance (OTA).” Our Technical Manager, Martin Jones, dives into the ways protections can benefit your clients, and what you need to know in order to maximise your clients’ savings. https://lnkd.in/e-MBefZR If you want to view more articles and technical resources on the latest in the industry, visit our Techcentre: https://lnkd.in/exwKGk8x

FTSE 100 takeovers on the rise Rightmove, DS Smith, and Anglo American are just a few that have caught the eyes of potential buyers. “While the rate-cut journey remains in its infancy for the UK and other key geographies, the predicted wave of large-cap takeovers is firmly in motion. It’s a reminder there is value on the UK market in droves.” Our Investment Analyst, Dan Coatsworth, breaks down why big players are targeting these undervalued stocks 📊 https://lnkd.in/eG3Td8HC

Get ready to go ‘Off the Road’! Your regional Business Development Manager will kick off your session with a company update, setting the stage for an incredible lineup. From market updates with Russ Mould and Laith Khalaf to technical discussions with Joshua Croft and Rachel Vahey, we’ll cover a lot of ground 💭 Check out the agenda and secure your spot now to gain valuable CPD time: https://lnkd.in/ex7yrm72

Our Global markets – half-time analysis is live! Key topics discussed include: 📊how inflation has impacted bond markets in the first half of 2024; 🌏the performance of Japanese and European equities; and 🛢️how geopolitical tensions have affected oil prices. To get the inside analysis and more, download your free copy now: https://lnkd.in/ej8kq-_c

Thank you for joining us on another informative Tech Tuesday! 🌍 If you enjoyed the articles and information here, please head to our Techcentre page to view articles, resources, guides and more, all from our renowned technical experts. https://lnkd.in/ej6Xnn5V

🏆 We are delighted to share that we have won ‘Best SIPP’ and ‘Best Investment Solutions Provider’ at the Money Marketing Awards 2024. 🏆 Thank you to our amazing team, who have dedicated themselves to developing high quality investment solutions for our advisers and their clients. We are proud that their hard work has been recognised and rewarded with such prestigious awards. AJ Bell Investments Director, Ryan Hughes, shared a few words: “Bringing home the trophies for both Best SIPP and Best Investment Solutions Provider reflects the hard work that so many people across the business have put in to ensure financial advisers receive the products and services that they need to help their clients. “These awards are hotly contested so to come away with two is something everyone should be proud of as we were up against stiff competition in both categories. Thanks to everyone, across all teams that keep on delivering such a high-quality service to our customers.” You can find more information on our award-winning investment options to help your clients here: https://lnkd.in/eXmH5DHu #MMAwards24