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Today’s News
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Investors should not overreact to flattening yield curve: John Plassard, Mirabaud Group
By John Plassard, senior investment specialist at Mirabaud Group While the United States is now set to see… Read more
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Nvidia earnings: Morningstar shares data and comments on strong Q2 results
Yesterday’s Q2 report from AI chip maker, Nvidia, had been widely anticipated by the market. Sharing their commentary… Read more
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Gold vs. CPI: Is Gold a More Stable Investment Than the UK’s Inflation Rate?
The consumer price index (CPI) measures a country’s current economic state by considering a range of goods and… Read more
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How AI Can Transform Wealth Management Contact Centres
By Tom Cassidy, Wealth Consultant at Simplify Consulting Customer contact centres in the wealth industry face numerous obstacles… Read more
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Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan
In this week’s episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset… Read more
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Marlborough’s Sheldon MacDonald tells us why investors could pay the penalty for knee-jerk reactions
Links between the ‘beautiful game’ and investing aren’t always obvious. With the new football season now well underway,… Read more
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Evelyn Partners Sustainable MPS team adds two new funds in latest re-balance
The Evelyn Partners Sustainable Managed Portfolio Service (MPS) team has initiated positions* in the Trium Climate Impact and… Read more
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BNY Investment’s multi-asset funds now risk rated by EV to support advisers’ investment suitability risk assessments
Financial services technology provider EV has risk rated 12 of BNY Investments’ multi-asset funds managed by Newton Investment… Read more
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New CFA Institute Survey reveals industry-wide need for standards and education on AI/GenAI in investing
The CFA Institute has released new survey data on the views of investment industry employers concerning the responsible and ethical… Read more
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Don’t Look Back in Anger active fund managers – passive and tech have been the best strategy since Oasis split
So now we know! After all the rumours doing the rounds over the weekend, news is out that… 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…
