Jenny Hunter
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Investment as a test of faith: Fiske’s Tony Conway draws parallels between investing and a long-distance trek
As he treks nearly 2,000 kilometres along the ancient Via Francigena, Tony Conway, Investment Manager at Fiske, draws timely parallels between the…
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The truth about investing in Europe: Marlborough’s David Walton explores what investors are getting dangerously wrong
Sweeping generalisations rarely serve investors well – especially in Europe. Amid shifting narratives and mixed macro signals, the continent remains rich in…
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Fund manager view: Franklin Templeton’s Cioppa outlines why technology is a long-term evolutionary force
As digital disruption accelerates, Franklin Templeton’s Matt Cioppa, Portfolio Manager of Franklin Technology Fund, urges wealth managers to look beyond short-term noise…
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MAPFRE AM: The tariff war is relaxing, but it has left profound changes in the world economy
The abrupt changes that occurred during the month of April have resulted in nearly flat returns in the major stock indices for…
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MFS Investment Management on Moody’s US downgrade
Moody’s cut the US rating one notch to Aa1 from Aaa. This is the first rating downgrade for the US since August 2023…
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Candriam: Euro-denominated assets benefitting from the rotation out of dollar assets
After the hit to risky assets and even US Treasury bonds in the wake of the so-called “Liberation Day” announcement of a…
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Aberdeen MPS’ Thomas Watts on the week ahead
Thomas Watts, Senior Investment Analyst, Aberdeen MPS, has shared his thoughts on the economic data releases this week. Today online estate agent Rightmove…
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UK economy surprises with strong Q1 GDP growth – but industry experts warn that risks loom for investors
GDP beats expectations with 0.7% rise, but wealth managers eye global trade and fiscal drag The UK economy delivered a welcome upside…
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Fund manager views | abrdn Asia Focus’ Gabriel Sacks on the joy of deadly-dull Asian Stocks (and why boring is the new brilliant)
Blockbuster returns don’t always come with special effects. In praise of banks, boats, and shopping malls, Co-Manager of the abrdn Asia Focus…
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JOHCM’s EM spotlight: Balancing equity and currency
Investing in overseas markets, including emerging markets, involves taking on two separate, but related, sources of risk and return: the local currency…
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Despite apparent sanguine inflation print, US far from out of the woods
Following the release of the latest US inflation statistics this afternoon, Lindsay James, investment strategist at Quilter, has shared her reaction to…
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AJ Bell: Unemployment rises as labour market shows signs of strain
News has been released today to show that UK unemployment has risen to 4.5% in the three months to March 2025, up…
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Fund manager view: Why I’m wary of the US recovery – Jacob de Tusch-Lec, manager of the Artemis Global Income Fund
Jacob de Tusch-Lec (pictured), manager of the Artemis Global Income Fund, explains why the recent rally in US equities may offer investors…
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Hargreaves Lansdown: Is Japan next in line to negotiate trade tariffs?
Japan’s blue-chip exporters, like autos and steel, are facing high tariffs from the US. This could put pressure on some corporate earnings,…
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Trump, tariffs and trade-offs: what the new UK-US trade deal means for markets and portfolios
The first trade agreement of President Trump’s 2nd term in the White House has gone to the UK. Unveiled on VE Day…
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25bp cut in UK interest rates given inflationary risks – but is it enough? The industry reacts.
As expected, the Bank of England’s Monetary Policy Committee moved to cut interest rates today—albeit cautiously—lowering the base rate from 4.5% to…
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FE Investments: Eurozone emerges unlikely winner of Trump tariff crisis
In a seismic period for markets around the world, US tariffs changed the calculus for many investors. In this update, Charles Younes,…
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Columbia Threadneedle: What do the first 100 days of Trump mean for the next 1,361?
Anthony Willis, Senior Economist at Columbia Threadneedle Investments, has provided this week’s macroeconomic review, a week on from Trump reaching 100 days in office during…
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Fed keeps interest rates unchanged – but flags risks of stagflation given uncertain economic environment
Following this evening’s Federal Reserve’s decision to leave interest rates unchanged in the range of 4.25%-4.5%, as had been largely anticipated by…
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ASK Partners: US economic uncertainty to spark boom in UK real estate investing
As Trump’s economic agenda resurfaces, rooted in protectionism, tariffs, and “America First” rhetoric, markets are experiencing renewed and significant volatility. While the…
