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Adam & Company insights

Our 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.

Latest posts

Out with the old, in with the new
20 December 2023 in Investing, Latest investment outlook

In our latest blog, we explain why we are looking at fixed income investment opportunities for 2024.

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UK equities: the silver lining to an otherwise gloomy outlook?
19 December 2023 in Investing

Find out why Adam & Company believe there is currently an opportunity to buy small and mid cap (SMID) UK equities at attractive prices.

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12 days of Christmas with Adam & Company: Our festive financial top tips
1 December 2023 in Investing, Wealth/financial planning

Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with Adam & Company’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.

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Balancing the risk and rewards of investing
22 November 2023 in Latest investment outlook, Investing

In this article discover the importance of balancing the risk and rewards of investing when managing clients’ portfolios.

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Adam & Company continues partnership with 10,000 Interns Foundation
17 November 2023 in News

At Adam & Company, we are acutely aware of the challenges faced by so many young people when trying to access professional opportunities. Breaking down the barriers that have often dissuaded these candidates from considering careers in wealth management is of huge importance to us and Canaccord Genuity Wealth Management, and it is for this reason that we have been proud participants of the 10,000 Black Interns programme for the past three years.

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Take the long view: why staying invested is better than moving to cash
25 October 2023 in Investing

In the current climate of rising interest rates, Investment Director Harry Schofield examines why we think staying invested is still the best way to make returns – especially for those looking to invest for the long term.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.