Economy
-
Close Brothers Asset Management provide market insights on UK defence spending, the US budget bill, and inflation
The UK government’s decision to ramp up defence spending was welcomed by the US government last week. Prime Minster, Sir Kier Starmer,…
-
T. Rowe Price: End of bund scarcity to impact global risk-free rate
Last night, the German government had its ‘whatever it takes’ moment. The planned €500bn infrastructure fund and defence exemptions will significantly add…
-
JOHCM UK Equity Income Fund: 2025 market performance, portfolio activity, and economic outlook
JOHCM UK Equity Income Fund have provided their latest update covering performance, portfolio activity and outlook for 2025. Performance The UK market,…
-
abrdn comments ahead of tomorrow’s ECB interest rate decision
Felix Feather, Economist, at abrdn comments ahead of the ECB’s rate decision tomorrow as follows: “With inflation slowing and growth weak, we…
-
PIMCO European Central Bank preview: Discussing restrictiveness
At Thursday’s meeting, we expect the ECB to lower the deposit facility rate by 25 basis points, to 2.5%. The new staff…
-
32 UK-listed companies say they have been hit by China’s economic slowdown
At least 32 UK-listed companies have informed shareholders that they have been impacted by the slowdown in the Chinese economy, according to…
-
Schroders: Who is at risk from tariffs and what do they mean for equity markets?
Schroders Senior Strategist, Andrew Rymer, looks at which economies might face tariffs, the potential economic impact, and implications for equity markets. There…
-
abrdn economists comment on Trump’s 25% EU tariff
Commenting on the latest threats from President Trump on his favourite topic of tariffs, Lizzy Galbraith, Political Economist at abrdn, said; “US…
-
Invesco: US uncertainty, German elections top global market news
Last week brought a range of developments for investors to watch, including acknowledgements of uncertainty during corporate earnings calls, questions about US…
-
Fidelity Perspectives: What makes this China rally different?
Chinese equities had strong returns in 2024 but were highly volatile with short-lived rallies driven by hope and policy interventions. Improved economic…
Wealth DFM Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
Wealth DFM Talk Podcast – listen to the latest episode
