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Quilter: Despite inflation falls, tariff uncertainty will prevent Fed from acting on interest rates
CJ Cowan, portfolio manager at Quilter Investors has shared his thoughts following the latest news on US inflation… Read more
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Capital.com: Could โonly Chinaโ tariffs work?
So, in another wild turn of events, Donald Trump announced Wednesday afternoon that he was postponing reciprocal tariffs… Read more
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ARK: Structural problem or an adjustment phase – Will anyone win in Trump’s tariff war?
While the very real and devastating effects of physical war dominate news bulletins, notably in Ukraine and Gaza,… Read more
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PIMCO’s Tiffany Wilding comments on the U.S. economyโs trajectory amid higher tariffs
Tariff policies have the potential to drive stagflation in the U.S. and contraction in other countries, and to… Read more
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Nikko Asset Managementโs Asian Fixed Income team comments on the tariff impact on Asian fixed income markets
โLiberation Dayโ tariffs were significantly higher than what the market expected. The impact of these tariffs was especially… Read more
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Bond market turbulence triggers Trumpโs tariff U-turn: investment strategists share reaction to market rebound and ongoing uncertainty
Markets staged a dramatic rebound yesterday as President Trump announced a surprise 90-day pause on newly imposed country-specific… Read more
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M&G’s Head of Global Equities comments on tariffs and equity markets
As markets grapple with the uncertain trajectory of global trade policy, Daniel White, Head of Global Equities at… Read more
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Aberdeen comments on the latest macro movements in the US and China
Aberdeenโs economists have provided their assessments on the shifting macro dynamics in the US and China, with implications… Read more
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JOHCM UK Equity Income’s Clive Beagles reacts to tariff news
Clive Beagles, Senior Fund Manager of the JOHCM UK Equity Income Fund, has shared his latest thoughts with… Read more
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Why are bond markets selling off and what should investors do? AJ Bell’s Khalaf explains the current downturn
When bond markets are discussed in national news headlines, you know something serious is going on. It’s happening… Read more
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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…











