Peter Carey
-
Fund manager view: Trumpian economic chaos has put US in the danger zone says Trium Capital’s Tom Roderick
As Trump’s second term ushers in a wave of protectionism and fiscal unpredictability, Trium Capital’s Tom Roderick (pictured), portfolio manager of the…
-
Four out of five institutional investors and wealth managers see ETFs as core portfolio holdings
As the European ETF industry celebrates its 25th anniversary, new research covering institutional investors and wealth managers across Europe [1] commissioned by…
-
Morningstar’s Michael Field reveals the top three European stocks you don’t want to skip
The European equity market currently offers around 6 percent upside on our numbers, yet there are pockets of opportunity with even greater…
-
Share buybacks: Martin Currie’s Jo Rands highlights how they can be the hidden element of investment returns
With UK equities trading at historically low valuations and corporate balance sheets in robust health, share buybacks have emerged as a powerful…
-
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…
-
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…
-
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…
-
Fund managers sour on the US as tariffs expected to be partially introduced, according to global fund manager survey
Fund managers are preparing for Donald Trump’s ‘reciprocal tariffs’ to be partially reintroduced when the 90 day pause expires on 8th July, according…
-
Columbia Threadneedle Market Perspectives: What now after the recovery in equity markets?
If you had the luxury of being on a desert island since the end of March, looking at the S&P 500 index…
-
Concrete to climate capital: how real estate must evolve to stay investible
Operational real estate (OpRE) – a hybrid between traditional real estate investments and underlying businesses that generate regular cashflows – is emerging…
-
Fidelity’s market week: US bond traders sound alarm over tax cuts and credit downgrade, while Bitcoin surges
Ed Monk, Associate Director at Fidelity International comments on what’s driving investments this week. The world’s two most important financial markets are,…
-
UK-EU trade deal: Is it a catalyst for a small cap revival asks FundCalibre’s Darius McDermott?
It’s been a challenging year for UK domestic politics, but today’s trade deal with the European Union offers some solace and a…
-
13 investment trust continuation votes fall in next five weeks
Thirteen investment trusts have continuation votes coming up over the next five weeks, with the most imminent being those of Impax Environmental Markets and US…
-
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…
-
Columbia Threadneedle Investments to bring Active ETF offering to Europe
Columbia Threadneedle Investments will build on its successful range of Active ETFs in the US by launching a range of four UCITS…
-
Aviva Investors: Does the US-China tariff pause herald the end of the EUR/USD rally?
The US and the People’s Republic of China (PRC) have agreed a 90-day pause in the tariff escalation: US reciprocal tariffs on China…
-
Fundscape: Platforms defy volatility with best net sales in three years
Against a volatile geopolitical backdrop, it was no surprise to see stock markets yo-yoing throughout the first quarter and dragging down platform…
-
Pridham Report: 54% of fund groups report net sales growth in Q1
More than half (54 percent) of U.K. fund groups reported net sales growth in Q1, according to the latest Pridham Report. Net…
-
Cloning scams top fraud concern for investment managers and their customers
To mark “Take Five” fraud prevention week, the Investment Association (IA) – the trade body for the investment management industry – is…
-
Quilter’s WealthSelect MPS smashes £20bn barrier
Quilter has announced its WealthSelect Managed Portfolio Service (MPS) has exceeded £20bn in assets under management, cementing its position as a leading…
