Economy
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Evelyn Partners’ Daniel Casali reveals five reasons to expect a US equity recovery
Fears of a Trump induced US recession, rising US-Chinese tensions and over-investment in AI technology have weighed on investor sentiment in recent…
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Franklin Templeton’s Stephen Dover on navigating US economic uncertainty
With weaker US economic data leading to volatility in equity markets, Stephen Dover, Franklin Templeton’s Chief Market Strategist and Head of the…
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AXA IM: Why the macro backdrop further boosts the appeal of short-dated bonds
Short duration bonds often have a role to play in an investor’s portfolio regardless of the market cycle – but their appeal…
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Invesco: Fixed income ETFs see strong February inflows amid rising uncertainty
February saw an increase in both macroeconomic and geopolitical uncertainty and a divergence in the outlook in different regions. At $8.5bn, February…
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UK spending cuts likely while Trump whirlwind clouds investment picture, according to global fund manager survey
According to Quilter Investors’ latest Investor Trends Survey, fund groups are expecting Labour to have to implement spending cuts at the upcoming…
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Crypto currency exchanges start to report breaches of Russian sanctions to the UK government says Pinsent Masons
Crypto-currency companies have begun self-reporting suspected breaches of sanctions against Russia to the UK Government, with three out of 50 self-reports originating…
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Experts from PIMCO and Fidelity react on the ECB’s decision to cut rates
Wealth managers are unlikely to be surprised by the news that the ECB has cut rates, as this had been widely anticipated.…
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AXA IM – Market uncertainty ramps up as geopolitical tensions rise
Market performance has been challenged over recent weeks. The more benign macroeconomic backdrop that investors had in mind going into 2025 has…
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JPMAM’s McKechnie: “Payrolls data could suggest there’s still no need for the Fed to act”
Max McKechnie, Global Market Strategist at J.P. Morgan Asset Management (JPMAM), has shared his thoughts on today’s labour market data. “Today’s labour…
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Schroders: “Gradually, then suddenly” – German fiscal policy goes big
With the leaders of Germany’s biggest political parties agreeing an historic debt deal to finance defence and infrastructure spending, James Bilson, Fixed…
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