Broker News

A round up of the latest news, views, commentary and analysis on the insurance, pensions and investment industry.

Follow us on

US equities rose at the end of the week, driven by lower-than-expected inflation indicators for May, as reflected in the Consumer Price Index (CPI) and Producer Price Index (PPI), writes Ian Slattery. 
US equities had a mixed performance for the week due to indications of a cooling economy and varying signals within the labour market, writes Ian Slattery. 
During the holiday-shortened week, the major US equity indices closed lower. The release of the Personal Consumption Expenditures Price Index (PCE), which is the Federal Reserve's preferred gauge for tracking inflation, showed little change compared to previous months, writes Ian Slattery. 
The latest Financial Broker newsletter has been published. Read the full newsletter here
The major indices recorded widely varying results over the week. Equities saw a surge in the major tech-heavy indices, largely driven by NIVIDA’s strong earnings report, while the Dow suffered its worst week since early April, writes Ian Slattery. 
Regularly reviewing and updating a clients protection plan is important to ensure that it remains aligned with changing financial circumstances, goals, and market conditions. 

April marked a shift in investor sentiment as a series of higher readings from inflation metrics in the US saw investors re-evaluate their interest rate expectations. Higher inflation triggered stock markets to pull back from recent highs as the Federal Reserve’s willingness to cut interest rates decreased, writes Richard Temperley.

The first edition of Pension Matters, a quarterly market report has been published. Read the full report here

Last week US equities rallied on the back of better-than-expected inflation news, writes Ian Slattery. 
Last week saw US equities end the week in positive territory, as hopes that the labour market may be beginning to cool prevailed, writes Ian Slattery. 
Defined Benefit (DB) schemes regularly review how to manage their future liabilities and one exercise that many will undertake is to offer deferred members an ETV (Enhanced Transfer Value). This amounts to their Standard Transfer Value based on their future pension entitlement under the scheme plus an additional incentive. This is normally offered for a limited period and many schemes will require members to obtain financial advice from an advisor appointed by the scheme before allowing them to accept.
We are delighted to announce an enhancement to our Approved Retirement Fund (ARF) - the introduction of a fund rebalancing strategy.