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Wealth news and insights

Our news and insights hub covers a variety of key topics from the investment world such as retirement and pension planning, wealth and tax planning, ESG investing, investment market updates and the latest global economy and market news. You can sign up for our latest wealth management news if you would like to receive regular financial insights from our experts. You can also download a digital copy of our latest News & Views publication here.

Latest posts

Why diversity and inclusion should matter to investors

In this article, Patrick Thomas, Head of ESG Investments looks at how diversity and inclusion can have a profound impact on investment returns, and how the COVID-19 crisis has revealed that these matter more than ever. 

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Quarterly markets update

In this video and article, Justin Oliver, Deputy Chief Investment Officer, International provides his latest thoughts on financial markets and the investment environment.

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What is ESG (environmental, social and governance) investing?

There has been a significant growth and interest in investing on a responsible basis and the area is continually evolving. However, for investors, traditional ‘ethical’ investment solutions have tended to leave a limited choice of companies to invest in, compromising diversification and therefore investment risk/returns. ESG (environmental, social and governance) investing allows investors to take a proactive approach to investing responsibly but not at the expense of their risk/returns. 

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What is the future outlook for markets?

In our recent open call for clients and contacts, we asked our US-based Chief Market Strategist, Tony Dwyer to share his views on the US election as we face probably the most complicated election ever imagined. Our Chief Investment Officer, Michel Perera provided an overview of global markets including developments in China, Europe and the UK, particularly as Brexit looms.

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Investing through the pandemic and beyond

While much is still unknown about what the future holds, our articles in the latest edition of News & Views demonstrate how we can help clients through these uncertain times in a balanced way. We cover a whole range of topics from Brexit and the US election, to investing in oncology and battery technology. 

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Tomorrow's world – six key investment trends after COVID-19

In this article, our CIO, Michel Perera explores six key trends he believes are set to underpin our changing world but which provide clear opportunities for investors.  

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Investment news update

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

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All opinions and comments are subject to change without notice. For full Market Abuse regulated disclosures please see here.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.