US and UK equity markets have, on average, done well on a two-year view following the first interest rate cut of a cycle Performance in the first year can be patchy (as markets have already priced in the move) There are two glaring exceptions to the average positive...
Latest Sue Whitbread articles
Index tracker inflows dominate in July signalling green shoots of investor optimism – The Investment Association
UK savers invested £1.3 billion into funds in July, according to data published by the Investment Association (IA). Whilst cautious optimism persists among investors, in a second consecutive month of inflows of over £1 billion, higher flows to fixed income funds...
The evolution of property investment: from traditional to digital
https://vimeo.com/1004102638/546f3443d7?share=copy We were delighted to host our recent webinar, in association with Gravis Advisory Ltd. The discussion was chaired by IFA Magazine’s Sue Whitbread, Editor, and Jenny Woods, Senior Financial Journalist, who were joined...
JPMAM’s McKechnie: “no need for panic” after today’s JOLTs data
Commenting on this latest Job Openings and Labor Turnover Survey ( JOLTs) data in the US, Max McKechnie, Global Market Strategist at J.P. Morgan Asset Management (JPMAM) said: “Despite coming in slightly below expectations today’s JOLTS release confirms there is no...
More Sue Whitbread stories
Unlocking opportunities in the electric vehicle revolution: three key investment areasÂ
As the world intensifies its efforts to achieve net-zero emissions, the decarbonisation of the transport sector is a crucial component....
People moves: CFA Institute announces new Board of Governors, new UK-based Chairman
CFA Institute, the global association of investment professionals, today announces its Board of Governors, effective 1 September 2024, for...
7IM expands board with appointment of Elizabeth G. Chambers as Independent Non-Executive Director
Wealth and investment management firm 7IM has appointed industry veteran Elizabeth (Libby) Chambers as Independent Non-Executive Director...
John Dodd to retire from Artemis
John Dodd will retire from Artemis at the end of 2024, after almost 40 years in the industry. He is currently Artemis’ Executive Chairman....
Number of new UK REITs jumps 61%Â in past year to 45
Total number of REITs in the UK has increased 29% to 157 Removal of stock market listing requirement leading to wave of private REITs The...
China presents stronger valuation opportunities than India: Invesco Asia Trust
By Fiona Yang and Ian Hargreaves, co-managers of Invesco Asia Trust Most client meetings we have these days include a discussion on why we...
Investors should not overreact to flattening yield curve: John Plassard, Mirabaud Group
By John Plassard, senior investment specialist at Mirabaud Group While the United States is now set to see a rate cut in September, we are...
Nvidia earnings: Morningstar shares data and comments on strong Q2 results
Yesterday's Q2 report from AI chip maker, Nvidia, had been widely anticipated by the market. Sharing their commentary and continuing...
Gold vs. CPI: Is Gold a More Stable Investment Than the UK’s Inflation Rate?
The consumer price index (CPI) measures a country's current economic state by considering a range of goods and services. Unlike gold...
How AI Can Transform Wealth Management Contact CentresÂ
By Tom Cassidy, Wealth Consultant at Simplify Consulting Customer contact centres in the wealth industry face numerous obstacles...
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