The AIP provides a unique insight into the actual returns being generated by investment managers for their inheritance tax mitigation portfolios based on real performance numbers (net of fees) provided by participating investment managers in Sterling.
Our Q2 2025 commentary examines the shifting fortunes of the US dollar and it's implications for global investors.
This edition explores the historical resilience of the dollar, the evolving sentiment among discretionary fund managers and the potential need for new portfolio strategies in a changing macroeconomic landscape.