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...
Investment experts across Franklin Templeton and SIMs provide their perspectives on the impact of today’s ECB rate decision David Zahn, Head of European Fixed Income at Franklin Templeton “The European Central Bank (ECB) cut interest by 25bps to 3.5% as...
Welcome to our latest IFA Talk podcast – which this week is our latest Mortgage and Property special edition. On our agenda today, are the MANY challenges facing first time buyers in the property market, which are amongst the most difficult they’ve faced for over 70...
Local Authority Pension Fund Forum (LAPFF) and CCLA, supported by investors representing £1.6 trillion AUM, have written to the chairs of 76 FTSE 100 companies that have not held a vote on their climate transition plans in the past three years setting out their...
This fund is focused on investing for income, while trying to provide some shelter during wider market falls. John Stopford has built a...
By Joe Mares, portfolio manager, Trium ESG Emissions Improvers Fund The urgent need for investment in water infrastructure has become a...
The State Street Risk Appetite Index picked up modestly at the end of August after cautious start of the month (see Figure 1 below). ...
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....
Government-sponsored investment companies could support UK economic growth and deliver on national priorities, according to a new...
Global dividends rose to a record $606.1bn, up 8.2% on an underlying basis, driven by record European payouts and new dividend payers...
The UK Real Estate Investment Trust (REIT) sector is on the cusp of a major re-rating, according to Matt Norris, Investment Adviser to the...
With the latest US jobs data released today pointing to a weakening US economy, there's clearly much more being read into this data than...
US and UK equity markets have, on average, done well on a two-year view following the first interest rate cut of a cycle Performance in...
The Independent Investment Management Initiative (IIMI), a member-led industry group that represents specialist investment firms, has just...
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