Market Report: US stocks climb as debt deal passes, UK M&A activity slumps
US stocks reach a nine-month high as US passes debt ceiling deal Cautious outlook sees UK merger and acquisition activity drop to seven year low Lagarde signals Eurozone inflation hasn’t peaked, warns further interest rate hikes are on the way Brent crude moves higher...
Evolution through revolution as ECB marks 25 years: T. Rowe Price
By Tomasz Wieladek, chief European economist at T. Rowe Price This week marks the 25th anniversary of the European Central Bank (ECB), which has witnessed significant challenges over the past quarter century. The ECB has met these tests thus far, but it had to evolve,...
Cracks in financial markets exposed by speedy & aggressive rate hikes
The eurozone is seeing signs of inflation decelerating as prices dipped more than expected. The region’s preliminary May inflation reading fell to 6.1% y/y, below expectations for 6.3% y/y in a Bloomberg survey of economists. In Germany, the region’s largest economy,...
London Stock Exchange Group | Global M&A Passes The Trillion Dollar Mark After Slowest Annual Start in Three Years
A lower January to May total has only been recorded once in the last decade, in 2020. The number of deals declined 14% compared to last year to a three-year low of 21,301. US$212.7 billion worth of M&A transactions were recorded during the month of May, 20% less...
Latest issue of Wealth DFM magazine
Wealth DFM 6 | Are we heading for recession? | May/June 2023
Recession: are we there yet? Whilst the answer to that question is no – technically - it’s still a good question to ask as it’s one which...
More of today’s top stories
M&A move shines spotlight on Gold’s glimmering prospects
Written by Alison Savas, investment director at Antipodes Partners Gold and gold equities are viewed as a safe haven. As a result, they typically exhibit a low correlation to global equities, which is particularly true during drawdowns. However, this is not what...
Podcast #41: The state of the UK and Global economy -with Brooks Macdonald’s Dr. Niall O’Connor
The focus of this week's IFA Talk Podcast is something that continues to pose a problem to advisers and their clients. The UK and global economy has been subject to turbulence for what seems like forever and as there are seemingly few signs of things getting easier,...
LSEG Lipper | Lipper’s Holdings-Based Classification Model Expands Regional Analysis
Jack Fischer, Senior Research Analyst, LSEG Lipper:  Since 1999, Lipper has classified eligible equity funds based on the fundamentals of the portfolio’s underlying holdings. Over time, while various updates were applied to the quantitative model, the outputs...
Inflation – is the end in sight?
For investment professionals only Author: Ben Lord, M&G Investments As we look ahead to the second half of 2023 we maintain a positive outlook for fixed income markets. With inflation expected to gradually come down, and with the end of the interest rate hiking...
Does the rising wave of layoffs in the Technology Industry have a silver lining? – Kevin Kruczynski, GAM Investments
After a decade of strong growth for technology companies which saw many allot significant resources to new projects and people, they are beginning to scale back. Kevin Kruczynski, investment manager at GAM Investments, examines how this new focus on profitability may...
WisdomTree Quarterly Thematic Review: Will April showers bring May flowers?
In this quarterly thematic review, we analyse the state of thematic strategies in Europe through the lens of performance and flows, as well as any other interesting trends we see in the space. For all of our calculations, we use the WisdomTree Thematic Classification....
BlackRock’s latest Global Family Office Report shows investors re-evaluating growth exposure
BlackRock has today published the findings of its Global Family Office Report, titled Seizing opportunities in times of change. The bi-annual study surveyed 120 single family offices with a total AUM of USD243 billion. Compared to the study two years prior, nearly...
Comment: More sharks and Chat GPT busters needed in the investment management tank
Charles White Thomson (pictured), CEO at Saxo UK, reflects on the changing face of asset management and why experience is value even in an increasingly AI preoccupied world. It was with sadness that I see that UK fish and chip shops are now using shark meat in their...
Press comment: NVIDIA close to pantheon of $1trn companies, as it looks to dominate new era of tech
It has been revealed that Nvidia corporation, the American multinational technology based in Santa Clara California, is close to the pantheon of $1trn companies, and is looking to dominate a brand new era of technology in the sector. Ben Barringer, Equity Research...
Study with institutional investors reveals sustainable trends in gold and metals mining investments
Mining companies have long been subject to criticism for their environmental and social impacts, but a new study by Tresor Gold, a junior mining company focused on exploration and development projects in West Africa, reveals that institutional investors are...
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