Investments & Markets
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Columbia Threadneedle Market Perspectives – What a difference a week makes
Anthony Willis, Senior Economist at Columbia Threadneedle Investments shares his latest market analysis with us, reflecting on the significant events of last week…
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Fidelity’s Market Week – Jemma Slingo comments on what’s driving markets this week
Jemma Slingo, Pensions and Investment Specialist, Fidelity International comments: “It is a strange time to be an investor. In the past few months,…
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Longer-duration stance needed with growth set to slow
By Fatima Luis, senior portfolio manager at Mirabaud Asset Management Our macro view hasn’t changed since the start of the year, but…
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Wall Street rallies as tariff fears ease and Fed boosts sentiment
By Daniela Sabin Hathorn, senior market analyst at Capital.com Equity markets have resumed their upward trajectory, climbing the proverbial “wall of worry” despite…
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The golden opportunity in California carbon
By Tom Roderick, portfolio manager of the Trium Epynt Macro Fund. California’s carbon market just got political. After President Trump deployed the…
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HSBC Asset Management 2025 mid-year investment outlook: “New rules” reshape global investment playbook
As we head towards the second half of 2025, HSBC Asset Management have released their latest update, outlining their belief that the…
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Fidelity International warns of deepening global fragmentation in mid-year investment outlook
Fidelity International has today released its mid-year investment outlook highlighting the dramatic shift in global markets and the growing need for regional…
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HL’s Britsman shares morning market report: calm returns to global markets, Shell denies BP takeover rumours
As US markets pause for air, S&P 500 approaches new high, the US dollar hits a three-year low, and Shell denies BP takeover…
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Morningstar Indexes: European Equities Through a Moat Index Lens
As we approach the close of a first half which has seen the Morningstar Developed Markets Europe Index outperform the Morningstar US Market Index by more…
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Time for European assets to shine says Ninety One’s Holroyd-Jones
Alex Holroyd-Jones, Multi Asset Portfolio Manager at Ninety One, discusses the evolving landscape in Europe, as investors seek to diversify away from…
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