Investments & Markets
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Quilter: Trump to be left waiting for rate cuts as US GDP bounces back
Lindsay James, investment strategist at Quilter, has shared her thoughts on the latest US GDP figures. On the surface, the US economy…
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Markets face defining 72 hours that could shape the rest of 2025
Global investors are entering a moment of truth as a cascade of heavyweight US events converge — a GDP snapshot, a central…
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AJ Bell: Manager versus Machine H1 2025 – Trump makes (some) active funds great again
AJ Bell’s H1 2025 Manager vs Machine analysis has been released, offering the usual interesting insights into how active funds are comparing…
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Fidelity’s Market Week – Tom Stevenson comments on what’s driving markets this week
The rally in global stock markets since the liberation day tariff tumble continues. Day by day, investors push shares further into record…
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Is China recovering under the radar?
I’ve just returned from a trip to China and wanted to share some observations. I believe the recovery is real in parts,…
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Franklin Templeton: IFAs are advising clients to hold firm on US equity allocations against the backdrop of market volatility from Trump Tariffs
A recent Franklin Templeton1 survey which explores the sentiment of UK Independent Financial Advisers (IFAs) towards US equities2 found that nearly two thirds (64%)…
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Global green, social and sustainability bond issuance down 13% in H1 but Q2 matches 2024 levels finds MainStreet Partners
MainStreet Partners has released its summer edition of “GSS Bonds Market Trends Report,” revealing a 13% year-on-year decline in global Green, Social,…
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Candriam: Pharma tariffs – a complex puzzle
The EU and the US reached a trade agreement on Sunday 27 July 2025. However, there is still some confusion around the…
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Guest Insight | Time to regulate? JB Beckett asks is it time to reset the clock?
Markets move in cycles. And so does regulation, usually just after it’s too late. JB Beckett (pictured) rolls back the years (and…
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J. Safra Sarasin: Neutral positioning seems prudent amid rebounding sentiment
Philipp Bärtschi, Chief Investment Officer at J. Safra Sarasin Sustainable Asset Management, explains why a neutral investment stance is prudent in today’s…
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