Broker News

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

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Global stocks moved higher last week as a strengthening dollar enhanced returns from US based assets, writes Ian Slattery.

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New research by Zurich provides fresh insights into the benefits of financial advisors and the advantages of seeking expert advice when it comes to pension planning.

Research by Zurich reveals that there are many great benefits to be gained from engaging with a financial advisor – especially when it comes to life insurance.

Research by Zurich reveals that 78% of people who have a financial advisor believe the advice they have received has had a positive impact.
Equities moved lower last week as the US 10 year treasury yield pushed higher once again, writes Ian Slattery.
Stocks moved broadly higher last week, lifting many of the major benchmarks to new records as optimism over the economic recovery continues to fuel the rally, writes Ian Slattery.

Zurich’s Prisma multi-asset funds recently reached an impressive new milestone of €5bn in assets under management.* The Prisma range which targets five different risk profiles is highly popular amongst investors and now has over 60,000 policyholders since launching in 2013.

The narrative of stocks vs interest rates continued last week as bond yields moved higher and stocks pulled back once more, writes Ian Slattery.
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Stocks and bonds both fell last week as a slew of positive economic releases manifested into fears about higher inflation and interest rates, writes Ian Slattery.

Timing the markets and getting a forecast of the economy exactly right is an elusive concept. Therefore, holding a diversified range of assets that move in different directions depending on market conditions can be helpful to investors.