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Today’s News
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Guest insight | Marlborough’s Sheldon MacDonald explains how the big tech wobble has exposed the folly of non-diversification in portfolios
Sharing his views on Markowitz’ MPT still holds good today, Sheldon MacDonald, CIO at Marlborough, reminds us why… Read more
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Fears of US recession fits the bill, but it might not be driving equity markets – George Lagarias, Forvis Mazars
“While a US recession narrative fits the bill, we are not convinced that it is indeed driving equity… Read more
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Guest insight: Ark Invest Europe’s Bhushan tells us why he believes Wizโs rejection of Google deal is the start of a cybersecurity IPO spree
By Rahul Bhushan, Managing Director at ARK Invest Europe In July 2024, cybersecurity firm Wiz decided to reject… Read more
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Economic backdrop remains solid despite market volatility, giving investors long-term opportunities
Following the volatility in financial markets over recent days, Lindsay James, investment strategist at Quilter Investors has commented. She… Read more
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Bank of England cuts UK interest rates | reaction to today’s big news from across the industry
UK interest rates have been cut today by the Bank of England for the first time in 4… Read more
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Beyond Nvidia: Wisdom Tree’s Tahir highlights five semiconductor companies making waves without the hype
With wealth managers giving particular scrutiny to tech stocks given the current rotation in sectors, analysis from Mobeen… Read more
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The IA reports UK investment management industry AUM grow to ยฃ9.1 tn in 2023
The UK investment management industry has seen a growth in assets under management to ยฃ9.1 trillion in 2023… Read more
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Fed holds interest rates but September cut may still be on the cards
Today’s decision by the Fed to keep US interests on hold hasn’t come as much of a surprise… Read more
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Phoenix Group and Schroders to launch new private markets investment manager with ยฃ1bn initial commitment; up to ยฃ2.5bn over three years
Phoenix Group, the UKโs largest long-term savings and retirement business with 12 million customers, and Schroders, the global… Read more
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M&G Investment Insights: India, Navigating Volatility Post-Budget
Written by Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments The Indian equity market has been experiencing a turbulent… 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…






