Isio’s Post

🔹 Fundsmith Equity has slipped further down interactive investor's most-bought fund list, dropping to fourth place in December, although it remains the bestseller for 2023. 🔗 Get the full scoop on Investment Week here: http://ow.ly/caes1057OkO #funds #investment #pensions #investmentweek

🚀 Understanding Diversified Portfolios and the National Wealth Fund 🚀 Hi everyone! I'm excited to share my latest video breaking down diversified portfolios and how the National Wealth Fund (NWF) uses this strategy for nearly, but not quite, free money. Learn how a diversified portfolio like the NWF manages risk and generates long-term value. Watch as I explain how diversification mitigates risks and ensures steady returns over time, using the FTSE 100 as a case study. 📈 Key Points Covered: - Basics of diversified portfolios - Risks of single company investments - Historical performance of the FTSE 100 index - Resilience and growth potential of the British economy - Future topics: crowding in private investment, turbocharging the green economy, impacts on pensions, and more! For more insights, visit the HM Treasury LinkedIn page. Check out the video and share your thoughts in the comments! #NationalWealthFund #DiversifiedPortfolios #Investing #EconomicGrowth #FinancialStability #HM_Treasury #GreenEconomy #Pensions

Our CEO Carol Young sat down with the Rt Hon Rachel Reeves, Chancellor of the Exchequer yesterday, alongside BlackRock’s Larry Fink and Brookfield’s Bruce Flatt, at the International Investment Summit. Carol discussed:   1. The UK as an important market for USS investments, as a hybrid scheme with open DB managing the pensions of an historic UK university sector  2. The potential for better alignment between private capital and public money to create opportunities which accurately match risk and return requirements of different investors 3. The need for a consistent and stable policy and economic landscape to provide the environment long-term capital needs to deploy funds   #internationalinvestmentsummit #iis #pensions 

𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗼𝗻 𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲’𝘀 𝗠𝗶𝗻𝗱: 𝗪𝗶𝗹𝗹 𝗘𝗹𝗲𝗰𝘁𝗶𝗼𝗻𝘀 𝗜𝗺𝗽𝗮𝗰𝘁 𝗠𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀? The answer, in its simplest form, is a resounding ‘no’. Why? Because our investment horizon extends beyond the 4-5 year political cycles. We’re almost always investing for decades. Historically, the world’s leading companies have consistently found ways to generate and grow profits, sharing them with us, their investors. This holds true irrespective of political shifts or major global events. The chart illustrates the resilience of stock markets. Onwards and upwards 📈 #Investing #FinancialPlanning #Pensions

Just as the polls predicted, the #Labour Party secured a landslide victory in the recent UK #GeneralElection. 🗳️ ** What does this mean for investors? ** Policy Stability Returns: With a clear mandate, #Labour aims to provide stability Long-Term Perspective: Remember, while #elections create short-term noise, the fundamentals of good investing endure Historical Perspective: Fortunately, past experience shows that elections tend to have minimal effects on long-term return 📈 Nelsons Square Mile Investment Consulting & Research Limited Timeline Tatton Investment Management Limited Chartered Insurance Institute

⏰ Early train today to get to London to deliver my investment session for our trustee training day. It should be a great session with lots to discuss on this topic which has become a political focus. From ESG to private/alternative markets, trustees have so much to consider along with traditional duties! (And great to catch up with my colleagues too!) #pensions #cmslaw #investments

“Those who stand for nothing fall for anything” Alexander Hamilton How is this relevant to investing? As an investor, if you aren’t clear on what you believe how can you effectively execute or be held to account by stakeholders? It’s like trying to navigate without a compass. Being explicit in your Investment Beliefs creates this compass for portfolios. LPPI has published Investment Beliefs on our web site for many years so we can be clear internally and externally on how we think about navigating the investment landscape. Latest version below for anyone that is interested. Happy to debate views in the comments. #LGPS #Pensions #InstitutionalInvesting

The best time to plant a tree is yesterday - but the second best time is today 🌳 Money and investing are very similar for the exact same reason. When people ask me if they’re ‘too old’ to start financial planning for the future, it's my greatest pleasure to tell them, ‘no, of course it isn’t'. There is a solution for just about any timeframe you have to work with, depending on your goals. You perhaps should have started a while ago, but there’s always still time. #personalfinance #investing #pensions

What are the latest advances in Pictet's commitment to sustainable and responsible investing? You can find out more about in our Institutional Investor's Guide to ESG Investing written in partnership with Pensions&Investments: https://lnkd.in/gavdkJDV

What are the latest advances in Pictet's commitment to sustainable and responsible investing? You can find out more about in our Institutional Investor's Guide to ESG Investing written in partnership with Pensions&Investments: https://lnkd.in/ekkCsRBH