Investments & Markets
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Iran war could cost Treasury up to £8bn a year, finds IPPR
A new report from the Institute for Public Policy Research (IPPR) recommends the government act urgently to mitigate the risk of Trump’s war in Iran from causing…
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China: AI hardware firms are the current winners
While the latest Deepseek model was launched with much less fanfare, compared to last January’s first launch, its partial use of Chinese…
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Six reasons ‘there may be trouble ahead’ for the UK economy and why it matters for investors
Tomorrow’s local elections may add to political uncertainty, but inflation, taxation, energy costs and weak productivity are also weighing on the outlook. Daniel Casali, Chief Investment Strategist at Evelyn…
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Quilter Cheviot sets out stewardship activity across Sustainable Opportunities Funds
Quilter Cheviot has published details of its stewardship activity across the Sustainable Opportunities Balanced and Sustainable Opportunities Growth Funds, including engagement work…
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Join the space race with investment trusts
Since SpaceX showed the world that launching rockets and deploying satellites could be a highly profitable business, an entire industry has developed around “space…
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Aubrey Capital Management: The role of consistency in Emerging Markets
Emerging Markets (EM) are often characterised as volatile and unpredictable, and to some extent that is fair. There are periods when performance…
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Fidelity shares weekly market report as AI-led markets face critical test amid energy uncertainty
Tom Stevenson, Investment Director at Fidelity International comments as markets reach a watershed, with earnings soaring on the back of continuing AI…
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The credit market lens: making sense of a cross-asset disconnect
Oil sends a warning, risk assets shrug, and rates markets price in a more cautious distribution of outcomes. Lotfi Karoui, Multi-Asset Credit…
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World Cup trade beats the market: Sponsor stocks deliver more than triple the returns of the S&P 500 during tournament window
Major sponsors of the FIFA World Cup have delivered more than triple the returns of the S&P 500 during tournament periods, according…
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Liontrust shares global equities outlook
In the latest edition of the quarterly newsletter ‘The Future Strategist’, Mark Hawtin and the Liontrust Global Equities team share their market outlook…
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