Peter Carey
-
UK’s mid-market firms show improved business growth in March but economic uncertainty continues
Mid-market businesses continued to outperform the wider UK economy in March, as business activity rose for the sixteenth month in a row,…
-
Editor’s Note: Easter Sunday — a brief pause in a demanding year
As wealth managers, Easter Sunday doesn’t just mark a day of religious or seasonal significance. It’s one of the few moments in…
-
TrinityBridge’s Tony Whincup shares market insights – trading tariffs
It was a good week for US equities, which rebounded +5.7% in nominal terms (+4.4% in sterling terms) after last week’s hefty…
-
Guest insight: Artemis’ Andy Gray identifies three overlooked opportunities blooming into tomorrow’s quality compounders
In the following insight for Wealth DFM, Andy Gray, co-manager of the Artemis UK Special Situations Fund, outlines why Unilever, Babcock, and…
-
ClearBridge Investments: Infrastructure poised to mostly weather US tariff storm
Nick Langley, Portfolio Manager at ClearBridge Investments provide his view that a new regime of tariffs will likely create the need for…
-
Polar Capital’s Nick Davis comments on the promising outlook for Europe this year
With European markets entering 2025 on firmer footing, Nick Davis, Fund Manager at Polar Capital, outlines why the European ex-UK market offers…
-
Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza
This week on the IFA Talk podcast, hosts Matt and Sue tackle one of the most significant developments shaking global markets—Trump’s reintroduction of tariffs.…
-
Capital.com: Gold (XAU/USD) rally pauses as sentiment improves, RSI signals potential pullback
Gold prices have pulled back from last week’s highs, as market sentiment improves following tariff exemptions on select Chinese tech products. While…
-
Neuberger Berman: First principles in the face of investment uncertainty
The current situation is unusually difficult to model, and that reinforces the first principles of investment: know your objectives, diversify and rebalance.…
-
NS&I revives fixed-rate bonds— AJ Bell’s Laura Suter looks at the detail
NS&I has relaunched its one- and five-year British Savings Bonds with improved rates, offering—for the first time in over 15 years—a choice…
-
State Street Markets: Markets have shifted, but what’s next?
Michael Metcalfe, Head of Macro Strategy, State Street Markets, has provided the following 2025 market outlook, ‘Market Signals and Shifts’, which identifies…
-
MFS IM on confidence shock, volatility & safe havens (where are they?)
Benoit Anne, Senior Managing Director – Strategy and Insights Group of MFS Investment Management has shared his thoughts on a range of…
-
Franklin Templeton launches two new core UCITS ETFs for UK and European investors
Franklin Templeton announces the launch of two new article 8 indexed ETFs, the Franklin S&P 500 Screened UCITS ETF and the Franklin S&P World…
-
Square Mile: Income returns as most researched investment outcome among advisers
Square Mile’s quarterly Market Intelligence Report published today reveals that advisers were increasingly researching funds with the potential to deliver income over…
-
Retail investors go digital while confirming the key role of professional advice
Amundi has published a survey assessing how digitally engaged retail investors are: from holding investments on digital platforms to using digital sources…
-
PIMCO: Policy volatility and market implications
Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era. There’s an adage that there are…
-
Quilter Cheviot: Tech tariff rollercoaster at least shows the industry is a special case
Ben Barringer, global technology analyst at Quilter Cheviot, explores the latest volatility in US tech tariffs, highlighting the shifting policy landscape under…
-
American Century Investments’ Q2 outlook: Uncertainty presents investors opportunities
In its second quarter investment outlook, American Century Investments offers insights on opportunities in a season dominated by policy and market uncertainty…
-
British Business Bank’s Growth Guarantee Scheme to support businesses affected by tariffs
The Growth Guarantee Scheme will provide approximately £500m of additional lending capacity to help smaller businesses across the UK. The extra funding…
-
Cathie Wood at ARK Invest comments on Trump’s tariff policy
Following the chaotic week of Trump’s Tariff’s Policy, Cathie Wood, CEO and CIO at ARK Invest, has shared her thoughts. “While many observers…
