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Today’s News
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Markets torn between soft landing narrative and risk-aversion
Daniela Hathorn, senior market analyst at Capital.com, shares her latest round up of the market ups and downs… Read more
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Autumn Budget: more fiscal tightening, but by how much?
Analysis from Raphael Olszyna-Marzys, international economist at J. Safra Sarasin Sustainable Asset Management Chancellor Rachel Reeves will unveil… Read more
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Hargreaves Lansdown: Gilt yields spike after possible government tax rise U-turn
Labour is reported to have ditched their plans to increase income taxes, which would be a meaningful U-turn… Read more
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Alex Funk appointed CEO of PortfolioMetrix
Alex Funk, currently UK CIO of PortfolioMetrix, has been appointed CEO, with founder Brandon Zietsman transitioning into the… Read more
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Is the market wrong about AI losers?
Alistair Boyle, portfolio manager at Mid Wynd International Investment Trust, sets out how just seven stocks accounted for almost… Read more
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The importance of framing investment gains and losses in uncertain times | Marlborough’s Edward Kennedy shares his thinking
In volatile markets, perspective is everything. Drawing on the quirks of snooker, Edward Kennedy, Head of Marlborough’s Personal… Read more
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EQ Investors appoints Tom Wait as Investment Manager
EQ Investors (EQ), the B Corp wealth manager, today announces the appointment of Tom Wait as Investment Manager… Read more
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Podcast #148: The future of advice – Sparrows Capital’s Arnie Millington on value, trust and technology
How can advisers prove their value, close the advice gap, and embrace technology without losing the personal touch?… Read more
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From niche to necessity: the rise of private equity in modern portfolios
Once reserved for institutions and the ultra-wealthy, private equity is now part of the mainstream investment landscape. Hamish… Read more
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Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the… Read more
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Latest Publications
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Are emerging markets entering a new investment era? | Wealth DFM 24 | June/July 2026
Welcome to the Summer edition of Wealth DFM Magazine. With tensions still ongoing in the Middle East, along with heightened…
