While the European Central Bank did not precommit, the next cut is likely to be in December. By Konstantin Veit, Portfolio Manager at PIMCO Encouraged by recent economic data suggesting inflation might sustainably reach its 2% target next year, the European Central...
Latest Annie Gomes articles
Tapping into the investment opportunity in water
By Joe Mares, portfolio manager, Trium ESG Emissions Improvers Fund The urgent need for investment in water infrastructure has become a national political issue in the UK, driven by both media and grassroots organisations frustrated by poor water quality in lakes,...
No rest for the wicked: Institutional investors go out and into risk again: State Street Global Markets
The State Street Risk Appetite Index picked up modestly at the end of August after cautious start of the month (see Figure 1 below). “August is supposed to be a quiet month, when investors rest up, catch up on projects, read and prepare for the final push into the...
The boom and bust of regulation cycles. A fascinating journey through regulation as JB Beckett reminds us of the value of  Caveat Emptor
The U.K. is amid yet another regulatory cycle, one which has been further complicated by political rotation and a drive for U.K. growth. Having been recently quizzed what it all means by a colleague, it’s got JB Beckett thinking about the current world of that is UK...
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Which global equity sectors are the peak performers?
How global equity sectors are performing Financials and Healthcare sectors trade at all-time highs Industrials, Consumer Staples and...
Investor sentiment more fragile than ever, despite most economic data showing some positive signs
Reflecting on the latest market moves and volatility, Lindsay James, investment strategist at Quilter Investors, has shared her analysis...
Market report: Global growth concerns grip financial markets
Sell-off on global markets over worries about growth prospects. FTSE 100 set for another downbeat session at the start of September....
Unlocking opportunities in the electric vehicle revolution: three key investment areasÂ
As the world intensifies its efforts to achieve net-zero emissions, the decarbonisation of the transport sector is a crucial component....
People moves: CFA Institute announces new Board of Governors, new UK-based Chairman
CFA Institute, the global association of investment professionals, today announces its Board of Governors, effective 1 September 2024, for...
7IM expands board with appointment of Elizabeth G. Chambers as Independent Non-Executive Director
Wealth and investment management firm 7IM has appointed industry veteran Elizabeth (Libby) Chambers as Independent Non-Executive Director...
John Dodd to retire from Artemis
John Dodd will retire from Artemis at the end of 2024, after almost 40 years in the industry. He is currently Artemis’ Executive Chairman....
Number of new UK REITs jumps 61%Â in past year to 45
Total number of REITs in the UK has increased 29% to 157 Removal of stock market listing requirement leading to wave of private REITs The...
China presents stronger valuation opportunities than India: Invesco Asia Trust
By Fiona Yang and Ian Hargreaves, co-managers of Invesco Asia Trust Most client meetings we have these days include a discussion on why we...
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 a rate cut in September, we are...
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