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The 5 trends driving Japanese stocks in 2025
A new Prime Minister… sustained inflation… long-awaiting interest rate hikes… Japan certainly hasn’t been short on key macro… Read more
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Schroders: Trump’s on-off tariffs: The potential effects in the US and elsewhere
Trump’s use of tariff threats is rattling markets. Schroders Head of Global Economics David Rees and Senior US… Read more
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Podcast #106: Investing in 2025 – What to look out for with Morningstar’s Chief Research and Investment Officer, Dan Kemp
This week, Jenny and Brandon are diving into what lies ahead for investing in 2025. After the rollercoaster… Read more
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Marlborough’s Santa Barbara: Despite the doom-mongers, is AIM’s best yet to come?
The AIM market turns 30 this year, prompting questions about its future. Can it defy sceptics and remain… Read more
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Guest insight: Bond bull market fuels active opportunities across the yield curve says PGIM Fixed Income’s Peters
Bond market strength in 2024 still presents active investment opportunities according to Gregory Peters, Co-Chief Investment Officer PGIM… Read more
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Will the US economy and markets survive Trump’s tariffs?
Written by Stephen H. Dover, CFA Chief Market Strategist, Head of Franklin Templeton Institute US President Donald Trump… Read more
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What if there’s a bear market in 2025? – John Plassard, Mirabaud Group
By John Plassard, senior investment specialist at Mirabaud Group The data on bull markets shows that historically, bullishness… Read more
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abrdn comments on China’s response to US tariffs and what might follow
Robert Gilhooly, Senior Emerging Markets Economist at abrdn, comments on China’s response to US tariffs and what might… Read more
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BoE interest rate cut likely on Thursday but divisions remain over economic risks | SJP’s Mehta
The Bank of England’s MPC is expected to cut UK interest rates at its first meeting of the… Read more
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DeepSeek and Nvidia: what to expect from the new Space Race
By Garry White, Chief Investment Commentator at wealth manager Charles Stanley The artificial intelligence (AI) breakthrough announced by… 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…
