Economy
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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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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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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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