Economy
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PIMCO: Overall US tariff level still high despite exemptions
The president has signalled some flexibility on tariffs but remains committed to his broader trade policy agenda. Libby Cantrill, Head of Public…
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Ninety One: Trade shock accelerates China’s strategic pivot
Iain Cunningham, Head of Multi-Asset Growth at Ninety One, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade…
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UK inflation dips – but wealth managers eye the storm ahead. Industry reacts to latest data
UK inflation surprised to the downside in March, with the headline Consumer Price Index (CPI) falling to 2.6%—below both the previous month’s…
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Evelyn Partners’ Core MPS shifts from corporate bonds and US Treasuries towards long-dated UK gilts
Evelyn Partners made no changes to the overall mix between equities, bonds and alternatives in its Core Managed Portfolio Service April rebalance,…
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UK jobs market shows signs of softening as wage growth defies economic headwinds: reaction and analysis
UK labour market data for Q1 2025 offers a complex narrative for wealth managers, as declining vacancies, persistent wage growth, and broader…
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UK GDP growth: a welcome surprise amid global volatility—but can it last? Industry reaction to latest GDP data
The UK’s latest GDP figures have provided a rare moment of optimism in an otherwise challenging economic backdrop. February’s 0.5% growth announced…
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Quilter: Despite inflation falls, tariff uncertainty will prevent Fed from acting on interest rates
CJ Cowan, portfolio manager at Quilter Investors has shared his thoughts following the latest news on US inflation rates. Much like the…
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PIMCO’s Tiffany Wilding comments on the U.S. economy’s trajectory amid higher tariffs
Tariff policies have the potential to drive stagflation in the U.S. and contraction in other countries, and to complicate the Federal Reserve’s…
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PIMCO: Tariff turbulence – what to watch, including possible constraints
While the path may have twists and turns, the destination seems clear: higher U.S. tariffs. Despite the significant market drawdown, the White…
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CG Asset Management: From the ‘Trump bump to the ‘Trump slump’?
Chris Clothier, Co-CIO, CG Asset Management, commented: “American businesses and consumers look on with concern. In the last quarter’s update we noted that…
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