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Is the era of US exceptionalism over? | Wealth DFM 18 | June 2025
Welcome to the June Edition of Wealth DFM Magazine The first 100 days of any presidency are often seen as…
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Investment as a test of faith: Fiske’s Tony Conway draws parallels between investing and a long-distance trek
As he treks nearly 2,000 kilometres along the ancient Via Francigena, Tony Conway, Investment Manager at Fiske, draws timely parallels between the…
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Weighing up working from home? It could boost your retirement pot by £160k
As employers and employees continue to navigate the post-pandemic working world, the debate around the pros and cons of remote work rages…
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The truth about investing in Europe: Marlborough’s David Walton explores what investors are getting dangerously wrong
Sweeping generalisations rarely serve investors well – especially in Europe. Amid shifting narratives and mixed macro signals, the continent remains rich in…
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Fund manager view: Franklin Templeton’s Cioppa outlines why technology is a long-term evolutionary force
As digital disruption accelerates, Franklin Templeton’s Matt Cioppa, Portfolio Manager of Franklin Technology Fund, urges wealth managers to look beyond short-term noise…
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Fund managers sour on the US as tariffs expected to be partially introduced, according to global fund manager survey
Fund managers are preparing for Donald Trump’s ‘reciprocal tariffs’ to be partially reintroduced when the 90 day pause expires on 8th July, according…
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CFA Institute launches new practical skills modules for Level III CFA® program candidates
CFA Institute, the global association of investment professionals, has announced the launch of three brand-new Practical Skills Modules (PSMs) tailored one for…
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Columbia Threadneedle Market Perspectives: What now after the recovery in equity markets?
If you had the luxury of being on a desert island since the end of March, looking at the S&P 500 index…
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Concrete to climate capital: how real estate must evolve to stay investible
Operational real estate (OpRE) – a hybrid between traditional real estate investments and underlying businesses that generate regular cashflows – is emerging…
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Fidelity’s market week: US bond traders sound alarm over tax cuts and credit downgrade, while Bitcoin surges
Ed Monk, Associate Director at Fidelity International comments on what’s driving investments this week. The world’s two most important financial markets are,…
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UK-EU trade deal: Is it a catalyst for a small cap revival asks FundCalibre’s Darius McDermott?
It’s been a challenging year for UK domestic politics, but today’s trade deal with the European Union offers some solace and a…
