Exclusives
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Amova AM on Japan amplification risk: yen weakness and terms-of-trade shock
In this article, Naomi Fink, Chief Global Strategist at Amova Asset Management, explores how external shocks are feeding into Japan’s domestic economy,…
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Move beyond the noise for peace of mind and for opportunity
There was a time when news bulletins routinely ended with a quirky, uplifting story. News at Ten’s “And finally…” segment during the…
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Manager insights | What the Iran conflict means for oil markets and energy equities – Guinness Global Investors
With US-Iran talks last weekend having failed to reach an agreement, the Strait of Hormuz is now effectively closed to energy exports…
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Iran conflict dampens ETF demand in March, but active ETFs remaining on track for another record year
In March 2026, the European ETF market* was unable to escape the markets’ risk-off sentiment. With net inflows of USD 12.1 billion,…
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The Fore: Applying asset management thinking to philanthropy
Philanthropy is often reduced to a financial transaction. A donation is made, a receipt is issued, and the assumption is that impact…
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Japan’s oil position: what the headlines may be missing
The conflict in Iran has been unsettling for investors on many levels – not least the significant human cost and the broader…
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Manager Insights |Why infrastructure holds up amid Middle East inflation pressures
With so much uncertainty hitting the global economy as fears of inflation look to impact growth, Shane Hurst, Portfolio Manager, ClearBridge Investments,…
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Analysis | Are investors overlooking the chances of the Iran conflict being the next ‘big wave’ to hit markets? Strait talking from Trium Capital’s Tonev
Considering the huge levels of uncertainty around the global economy as a result of the conflict in Iran, are markets being complacent?…
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Confluence’s Chris Smith-Hill explains why FBOR is the answer to the risks hiding in your clients’ portfolios
When a client asks what they own, most advisers can answer that question at the fund level. They can point to an…
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Franklin Templeton on the UK’s economic crossroads: what comes after Starmer?
The prospect of yet another British Prime Minister looms large. Should it materialise, the United Kingdom would see its fifth leader in…
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