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Today’s News
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Where we’re finding US value winners in 2026 outside of the IT sector
‘Our focus is on stock selection rather than favouring particular sectors’, says Daniel Johnson, Portfolio Manager of the… Read more
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M&G commits £1 billion to power UK innovation, infrastructure and affordable housing
M&G plc has announced its ambition to supercharge the impact of institutional capital by investing over £1 billion into the… Read more
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Copia Capital: What to make of Venezuela
The year started not with a whimper, but with a bang. On 3 January, Donald Trump ordered and… Read more
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SJP: One year of Trump 2.0 – Volatility, uncertainty and unexpected market resilience
Recent headlines around the Federal Reserve and the broader political backdrop have added a fresh layer of uncertainty… Read more
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AJ Bell: Labour market still weak despite some positive notes
As UK unemployment holds at 5.1% in the three months to November, while the average regular earnings growth… Read more
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Ninety One shares emerging market equities 2026 outlook
Emerging market equities enter 2026 with a compelling combination of improving fundamentals, greater policy visibility and deep structural growth… Read more
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Is platform access becoming the new MPS battleground?
As firms scale and sharpen oversight, platform availability is now shaping adviser choice. Consistency, operational efficiency and digital… Read more
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Davos and Dedollarisation: A global lens for sovereign investors
As discussions at Davos turn to dedollarisation, Steve Ryder, Senior Portfolio Manager at Aviva Investors, says incremental shifts… Read more
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Fidelity’s Tom Stevenson reveals what is driving markets this week
Fidelity’s Tom Stevenson comments as soaring precious metals show the cracks in investors’ optimism and geo-politics clouds an… Read more
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Trump’s new tariff plan set to cause chaos for companies and raise US inflationary risks
As President Donald Trump announces 10% tariffs on UK, Denmark and other European countries on “all or any… Read more
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Latest Publications
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2026 Fixed Income Insights
Welcome to the 2026 edition of Fixed Income Insights – a refreshed and reimagined publication that we have developed with…
