The long-awaited merger between Vodafone and the owner of Three, CK Hutchinson, has been announced today, in a deal that will see it become the UK’s largest mobile operator. But what might it mean for consumers? In this analysis, Dr Paul Carter, CEO of mobile...
Latest Guest Commentary articles
Building a greener world with greener cement & steel: comment from abrdn’s sustainability analyst, Nick Gaskell
In his analysis, Gaskell starts by pointing out that steel is important for the electrification of industry – 1MW of solar power requires 35 to 45 tons of steel, while 1 MW of wind power requires 120 to 180 tons of steel. “If steel is to go net zero, this will involve...
“It is too soon to say the UK economy is in the clear despite GDP growth” says Jeremy Batstone-Carr, Raymond James Inv Servs
It is too soon to say the UK economy is in the clear despite GDP growth. That's the thinking of Jeremy Batstone-Carr, European Strategist at Raymond James Investment Services, in response to today's news from the ONS which revealed that UK GDP grew by 0.2% in April...
Fed meeting outlook: are default rates the canary in the coal mine?
Michael Contopoulos, director of fixed income at Richard Bernstein Advisors, looks ahead to today's much anticipated announcement from the Fed as he comments: Obviously, there has been a lot of volatility in the front end of the curve, as investors have constantly...
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UK avoids recession, but fragility remains while investors take stock ahead of Fed interest rate decision
UK GDP is estimated to have grown by 0.2% in April 2023, with consumer facing services growing 1%. The construction sector fell by 0.6% in...
What do JPX Group’s latest corporate value plans hold for investors in Japan? Coupland Cardiff’s Richard Aston is clearly in optimistic mood
In this analysis for Wealth DFM, Richard Aston (pictured), portfolio manager of the CC Japan Income & Growth Trust plc, explains why...
ETFs: Individual building block for multi-asset strategies in volatile markets
Commentary by Marzena Hofrichter, Portfolio Manager Franklin Templeton Investment Solutions and Jason Xavier, Head of EMEA ETF Capital...
Japan stock market nears all-time high – HL’s Cook assesses whether the run can continue
-The Nikkei 225 has surpassed 33,000 – levels not seen since 1990 -Multiple factors have increased investor appetite to invest in Japan’s...
Fed to space out hiking as inflation fight continues: T. Rowe Price
By Blerina Uruci, chief US economist at T. Rowe Price The Federal Reserve is likely to skip an interest rate hike at its meeting this...
Gravis’ Norris points to reassuring signs in the high-quality REITS market
Despite near term uncertainty in the banking sector, the long-term demand for best-in-class next generation infrastructure assets is...
Dina Ting, Franklin Templeton: Is Japan springing into bloom?
Japan’s business and government leaders have undertaken efforts to revitalize the country’s economy. Dina Ting, Franklin Templeton ETFs’...
Finsbury Growth & Income Trust: things really do seem to be gradually getting better says Nick Train
‘’The UK stock market is home to some exceptional companies by global standards and owning a collection of them can help long-term savers...
Calmer conditions for banks, sticky food prices and pound lifts on UK interest rate expectations
·   Markets more positive amid hopes that banking contagion has been contained. ·   Oil price hovers just under $78 as calm...
The issues underlying the UBS deal with Credit Suisse – Validus Risk Management’s Espregueira gets technical with AT1s and CoCos
Commenting on the issues underlying the UBS-Credit Suisse takeover, Validus Risk Management’s Matilde Espregueira, said: “In their haste...
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