Peter Carey
-
Food for thought: beyond the obvious in South Korea
In this exclusive article, Gabriel Sacks, Lead Manager of Aberdeen Asia Focus, shares his expert insights on South Korea, focusing on investor…
-
Rathbone Global Opportunities Fund: 25 years of active investing through volatile markets
Over 25 years, the Rathbone Global Opportunities Fund has navigated multiple waves of market volatility while delivering strong long-term returns. Against the…
-
Why Morningstar is bearish on the SpaceX IPO
As investor interest builds around SpaceX’s highly anticipated IPO taking place this week, Morningstar has published two new pieces of research examining both the company’s per share valuation and its largest…
-
Beyond oil: The overlooked economic fallout of the US-Iran conflict
As markets continue to assess the implications of the ongoing US-Iran conflict, attention has largely focused on energy prices and disruption to…
-
Fidelity International: UK shares among world’s cheapest as investors look closer to home
UK shares are among the cheapest in the world, according to new analysis from Fidelity International (Fidelity). Comparing major stock markets across…
-
Focus on CPI as Middle East tensions flare up
Daniela Hathorn, Senior Market Analyst at Capital.com, explains how escalating Middle East tensions and shifting Federal Reserve expectations are weighing on global…
-
St. James’s Place: Stagflation risks loom as fixed income investors look to H2
Greg Venizelos, Credit and Fixed Income Strategist at St. James’s Place, comments on the economic backdrop shaping markets in the first half…
-
Columbia Threadneedle: The message is discipline, not retrenchment
Anthony Willis, Senior Economist at Columbia Threadneedle Investments, has shared this week’s macroeconomic review, as recent market weakness looks more like a repricing than a…
-
SpaceX IPO is like science fiction but with a price tag to match
SpaceX’s forthcoming IPO has captured global investor attention, with reports suggesting a valuation of around $1.75 trillion and a raise of up…
-
Attara: Why falling inflation won’t ease SME pressure
The ONS data shows CPI inflation dropped to 2.8% in April 2026, down from 3.3% in March. At face value, that suggests…
-
Retail investors double down on US tech despite Nasdaq pullback
Despite last week’s sell-off in US technology stocks, IG data suggests UK retail investors remain firmly bullish. Trading activity in the Nasdaq…
-
OpenAI, Anthropic, SpaceX face the real test after IPOs
OpenAI has now joined AI rivals Anthropic and SpaceX in filing for an IPO to tap public markets to pursue ambitious plans,…
-
The role of fixed income within multi-asset strategies and MPS
Wealth managers are reassessing asset allocation frameworks in the light of higher yields and changing correlations between different asset classes. The traditional…
-
US jobs surprise sparks global market turbulence
Tom Stevenson, Investment Director at Fidelity International comments as stronger than expected US jobs data prompts speculation about the direction of travel…
-
Gravis: Not all private credit is created equal
Private credit has moved rapidly from being an asset class in the ascendancy to one under intense scrutiny, but treating it as…
-
St. James’s Place: Dispersion, resilience and the importance of diversification
Carlota Estragues Lopez, Equity strategists at St. James’s Place, comments on the key themes shaping global equity markets in 2026, the risks…
-
China keeps buying gold as UK maintains stable reserves
China’s appetite for gold is growing, with net imports via Hong Kong jumping more than 80% in April. Yet the UK’s gold…
-
Asia’s massive tech rout marks first real ‘macro shock’ of the AI era
The massive sell-off sweeping through Asia’s technology sector marks “the first real macro shock of the AI era” and exposes just how…
-
Finscape UK fund flows in April 2026
There were plenty of reasons to stay away from investments in April, but British investors prioritised their tax allowances over geopolitical volatility,…
-
Hargreaves Lansdown announces free participation in SpaceX IPO
Hargreaves Lansdown (HL) confirms its participation in the SpaceX initial public offering (IPO). HL’s two million customers can now apply for shares…
