Chelsea Financial Services

31/08/2026

Superficially, everything has been looking rosy for emerging market investors. The sector had a bumper year in 2025 and is well ahead of developed markets in 2026 as well. However, there is a catch: a significant share of the returns has come from a handful of stocks in a single sector – AI.

The main emerging market index, MSCI Emerging Markets, continues to outpace its developed peers, rising 21.8% for the year to date, around 8% ahead of the MSCI World index*. The index gained 24% in 2025, around 12% ahead of MSCI World*. In other words, emerging markets have been on a roll.

Find out more here: https://www.chelseafs.co.uk/emerging-markets-are-booming-but-are-investors-getting-the-diversification-they-expect/

28/08/2026

What’s a country got to do to get noticed? Fastest growth in the G7, low valuations, high dividends, a perfect foil to AI volatility, yet the UK still can’t grab the attention of investors. Might it finally have reached a point where it can no longer be ignored?

Find out more here: https://www.chelseafs.co.uk/could-investors-finally-rediscover-the-uk-market/

26/08/2026

Trillions of dollars need to be spent on rebuilding global infrastructure over the next 24 years, but which companies will be the unexpected winners? In this article, we highlight six funds that invest in major – and relatively unknown – businesses that could become major beneficiaries of this remarkable rebuilding boom.

Find out more here: https://www.chelseafs.co.uk/the-151-trillion-infrastructure-boom-six-funds-set-to-benefit/

21/08/2026

https://www.ftadviser.com/content/b6e1aab3-53fe-4fb5-acdd-ff4a39702b9b

Jon Mawby, the co-head of absolute and total return credit at Pictet Asset Management, has died following an accident at home.

19/08/2026

Investors have been wobbling on the artificial intelligence trade. Having been convinced that AI would usher in a new golden age of productivity and economic growth, doubts appear to be forming.
Will companies see a return on their vast spending? Will Chinese models pose a competitive threat? Perhaps most importantly, will AI deliver the promised productivity improvements for companies – and at a price worth paying? These are valid concerns, but it is helpful to separate the market response from the reality of AI adoption.

Find out more here: https://www.chelseafs.co.uk/ai-investing-after-the-boom/

17/08/2026

Andy Burnham has a busy summer ahead, deciding on yet another set of priorities for yet another government – the seventh in a decade. While his Chancellor John Healey has promised a “straightforward, well-managed Budget this autumn,” sticking well within the fiscal rules, potential shifts in tax and spending create more uncertainty for UK companies and investors. Stability remains elusive.

Find out more here: https://www.chelseafs.co.uk/political-change-familiar-questions-what-andy-burnham-means-for-uk-investors/

14/08/2026

Beer has been enjoyed for thousands of years, with origins dating back to around 10,000 BC. Today, it remains a global powerhouse. In 2023, the industry contributed $878 billion to global GDP, supported 33 million jobs and generated $376 billion in tax revenues*. In the UK, around a third of a pint’s cost goes towards taxes, so every sip you take makes the Chancellor happier.

So, how do you get exposure to the beer boom?

Find out more here: https://www.chelseafs.co.uk/what-about-the-funds-tapping-into-the-global-beer-market/

12/08/2026

Bonds are back! It’s been a challenging few years for fixed income markets due to interest rate hikes and market volatility, but the backdrop is easing. Here are five reasons why many investors may wish to consider adding some corporate bond funds to their overall portfolios in 2026.

Find out more here: https://www.chelseafs.co.uk/why-corporate-bonds-deserve-a-place-in-your-portfolio-again/

10/08/2026

The latest T. Rowe Price Global Retirement Savers Survey found that 57% of UK savers say they are already contributing everything they can afford to their workplace pension. Yet despite making these contributions, almost half (44%) remain unsure whether they’ll have enough to enjoy a comfortable retirement*.

Building an emergency fund, paying off debt and saving for children’s education are all competing for the same pot of money. The result? Retirement often becomes the financial goal that’s easiest to postpone.

Find out more here: https://www.chelseafs.co.uk/retirement-saving-is-harder-than-ever-but-giving-up-isnt-the-answer/

07/08/2026

https://www.trustnet.com/news/13481469/dont-judge-the-high-yield-bonds-book-by-its-cover

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. Don't judge the high yield bonds book by its cover | Trustnet