Investments & Markets
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UK’s mid-market firms show improved business growth in March but economic uncertainty continues
Mid-market businesses continued to outperform the wider UK economy in March, as business activity rose for the sixteenth month in a row,…
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Editor’s Note: Easter Sunday — a brief pause in a demanding year
As wealth managers, Easter Sunday doesn’t just mark a day of religious or seasonal significance. It’s one of the few moments in…
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TrinityBridge’s Tony Whincup shares market insights – trading tariffs
It was a good week for US equities, which rebounded +5.7% in nominal terms (+4.4% in sterling terms) after last week’s hefty…
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Guest insight: Artemis’ Andy Gray identifies three overlooked opportunities blooming into tomorrow’s quality compounders
In the following insight for Wealth DFM, Andy Gray, co-manager of the Artemis UK Special Situations Fund, outlines why Unilever, Babcock, and…
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ClearBridge Investments: Infrastructure poised to mostly weather US tariff storm
Nick Langley, Portfolio Manager at ClearBridge Investments provide his view that a new regime of tariffs will likely create the need for…
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Polar Capital’s Nick Davis comments on the promising outlook for Europe this year
With European markets entering 2025 on firmer footing, Nick Davis, Fund Manager at Polar Capital, outlines why the European ex-UK market offers…
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Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza
This week on the IFA Talk podcast, hosts Matt and Sue tackle one of the most significant developments shaking global markets—Trump’s reintroduction of tariffs.…
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Capital.com: Gold (XAU/USD) rally pauses as sentiment improves, RSI signals potential pullback
Gold prices have pulled back from last week’s highs, as market sentiment improves following tariff exemptions on select Chinese tech products. While…
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Neuberger Berman: First principles in the face of investment uncertainty
The current situation is unusually difficult to model, and that reinforces the first principles of investment: know your objectives, diversify and rebalance.…
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NS&I revives fixed-rate bonds— AJ Bell’s Laura Suter looks at the detail
NS&I has relaunched its one- and five-year British Savings Bonds with improved rates, offering—for the first time in over 15 years—a choice…
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