Dan Wills
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Inflation spike is a worry for consumers, businesses and the Bank of England – AJ Bell
Given the news today that inflation has crept up to 3.6% in June after coming in at 3.4% in May, there’s plenty…
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Evelyn Partners: US inflation rises more than expected in June as tariff impact creeps in
Although the headline annual rate came in slightly ahead of expectations (2.7% against 2.6%) the monthly print came inline so this slight…
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Aberdeen: Global smaller caps surge post ‘Liberation Day’, with UK, Europe and Asia ex Japan in the lead
Analysis from Aberdeen shows that smaller companies globally have outperformed their large cap counterparts across major asset classes since Liberation Day on…
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FE Investments’, Charles Younes, discusses a new risk premium and how US policy is tipping the balance on global markets
Markets have experienced considerable volatility over the past three months, as political developments have driven dramatic shifts in global allocations. Inflation and…
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US tariffs to slow both global economic and insurance premium growth, says Swiss Re Institute
Global growth is decelerating as US tariff policy reduces trade and heightens uncertainty. Consumers and firms have likely already begun cutting spending…
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Hargreaves Lansdown: Tariffs uncertainty takes effect on US equity funds
May was another strong month for flows, with £2.0 billion being invested into funds. Victoria Hasler, head of fund research, Hargreaves Lansdown…
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End of 90-day tariff pause nears: what could happen next and why investors might want to do nothing
Dan Coatsworth, investment analyst at AJ Bell, has provided his thoughts on the end of the 90-day tariff pause. “There is the…
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Quilter’s Lindsay James reflects on one year of Labour as market sentiment sours and growth stalls
A year ago, on 4th July 2024, the General Election resulted in a commanding majority for the Labour party as Sir Keir…
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US economy proving’remarkably resilient’: Investment strategists react to latest US jobs data
Wealth managers and investment strategists have kept a keener-than-usual eye on today’s US jobs numbers. Why? They’re looking for hard data on…
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Charles Stanley: Business owners choosing to sell up – rather than out of – business
Exits by UK high-growth companies remain an important mechanism for unlocking value across the startup ecosystem. However, exiting a business in today’s…
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New: CIOs’ rebalance portfolios as sentiment towards the US dollar plunges
Asset Risk Consultants (ARC) latest investment manager sentiment survey of CIOs reveals that the US dollar is the most negatively rated asset…
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Amid volatility, optimism surges for European markets: Natixis Investment Managers Strategists Survey
In the aftermath of US President Donald Trump’s liberation day tariff policy, there has been a significant shift in sentiment towards Europe,…
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British Business Bank’s Small Business Equity Tracker finds AI deals 40% larger on average than deals across UK equity market
The average size of artificial intelligence (AI) deals was significantly higher than deals across the wider UK equity market in 2024, underlining…
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Bank of England keeps interest rates unchanged as inflation fears persist – but what does it mean for wealth managers? Reaction
The Bank of England has held interest rates steady at 4.25%, a decision that had been widely expected by markets but still…
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Hidden GEMs: A turn in the US dollar cycle and what it means for emerging market debt
After more than a decade of US dollar dominance, signs are emerging that the currency’s extraordinary rally may finally be peaking. A…
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Capital.com: UK inflation fails to impress, rate cut bets shift to autumn
The latest UK inflation data released on Wednesday has done little to ease pressure on the Bank of England (BoE). While headline…
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UK inflation steady at 3.4% amid data correction, markets await next move and experts respond…
Today’s inflation figures may not have surprised the market, but they’ll still be shaping strategy across portfolios. With CPI holding steady at…
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The week ahead from Aberdeen
Thomas Watts, Senior Investment Analyst at Aberdeen MPS, comments on the economic data releases this week. “The coming week could be defined as…
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CG Asset Management: Productivity is the biggest UK economic challenge
Productivity, or the lack of it, is the biggest single issue facing the UK economy. On this there is almost universal agreement.…
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Spending Review signals a shift in fiscal direction—what wealth managers need to know
Chancellor Rachel Reeves has delivered her first Spending Review to Parliament, laying out the government’s funding plans for the next three years—and…
