Investments & Markets
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Carmignac: Post-Liberation Day portfolio positioning
When political uncertainty reigns supreme, it’s important to focus on the few areas of clarity we can find. That means looking at…
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Aberdeen fund managers comment on market risks and opportunities
With markets experiencing renewed volatility, Aberdeen fund managers outline the key risks and where they’re spotting value. From deeply discounted UK stocks…
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Hargreaves Lansdown: Punishing Chinese tariffs send another jolt of deep pessimism through markets
Markets have been rattled once again by the implementation of Trump’s 104% tariffs on Chinese goods, sparking fears of a lengthy trade…
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Schroders: Stay calm, stick to your plans and be open to opportunities
Falling markets are not new, but that does not stop the sense of panic that grips investors in every rout. Below are…
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Franklin Templeton’s Dina Ting on trade turmoil and the case for tactical country opportunities
‘If US President Donald Trump’s so-called “Liberation Day” hasn’t freed you from the burden of more questions or the pangs of uncertainty,…
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Natixis provide a strategic Q&A on the market impact of Trump’s tariffs
As President Trump’s sweeping new tariff plan rattles markets, Natixis strategists Jack Janasiewicz and Garrett Melson break down the implications for trade,…
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Columbia Threadneedle: How much uncertainty can markets stomach?
In this week’s macroeconomic view from Columbia Threadneedles, Anthony Willis, Senior Economist at Columbia Threadneedle Investments, examines the sweeping implications of President…
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WisdomTree Expands S&L Range with 3x Leveraged European Defence ETP
WisdomTree, a global financial innovator, has expanded its range of tactical ETPs with the first leveraged European Defence ETP. The WisdomTree STOXX…
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Aviva Investors’ latest House View shows that policy uncertainty reshapes the world order
Aviva Investors has released its latest House View, saying that it expects major policy uncertainty to continue to cause unpredictability in markets as we…
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Calastone: UK investors strongly bought the dip in US equities in March but nerves are clear to see
Volatile stock markets failed to deter investors in March, according to the latest Fund Flow Index from Calastone, the largest global funds…
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