Investments & Markets
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JOHCM UK Equity Income Fund: Performance, portfolio activity, dividend update and outlook
The UK market succumbed to some of the global pressures in March, with tariff-driven concerns impacting markets globally. The performance gap between…
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IA: Fund outflows ease in February despite tariff turbulence ahead
Outflows from funds eased to £562 million in February, following January’s £3 billion outflow, according to data published by the Investment Association…
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Octopus Investments Dividend Barometer: Outlook ahead for UK smaller companies is brighter
Octopus Investments, an investment manager on a mission to invest in the people, ideas and industries that will change the world, today…
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Trump’s ‘Liberation Day’ tariffs: analysis and reaction examining what wealth managers need to know
So now we know the extent of it. President Trump has unveiled his long-anticipated so-called, ‘reciprocal’ tariff plan, dubbing it ‘Liberation Day’…
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Hargreaves Lansdown: Tesla Q1 deliveries disappoint, strong energy deployment offers some relief
Tesla’s Q1 deliveries were down 13% to 336,681 vehicles, while their Q1 energy deployment went up 160% to 10.4 GWh. Matt Britzman,…
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Fidelity International: Investors urged to stay focused on the long-term ahead of Liberation Day volatility
As markets brace for further volatility ahead of Trump’s anticipated “Liberation Day” trade tariffs, research from Fidelity International (‘Fidelity’) shows that one in three…
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Chelsea Financial Services on Liberation Day: How to TILT-proof your portfolio
Donald Trump’s Liberation Day has markets on a knife-edge. Investors today must contend with what we like to call Tilt, or Trump-induced…
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ARC: One in three wealth managers reduce exposure to US in Q1
The ARC Market Sentiment Survey, a quarterly poll of 78 investment management CIOs examining the 12-month outlook for the major asset classes and…
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5 keys to portfolio construction, according to Capital Group’s Chris Miles
Chris Miles, Head of UK & Ireland Client Group at Capital Group, tells us why he believes that investors must focus on…
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Aegon UK to unlock private markets for 700,000 workplace pension members
Aegon UK has passed a major milestone following the FCA’s approval of the final two of the three LTAF’s which will provide…
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