Investments & Markets
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Markets in denial over AI and oil shock says Ninety One’s Mahtani
Markets may be underestimating the economic impact of the Hormuz disruption even as AI optimism accelerates, creating a growing disconnect between buoyant…
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Opinion|TEMIT’s Andrew Ness on why emerging markets offer more than a short-term rebound
Underpinning investment in Emerging Markets right now is a performance story backed up by deeper structural shifts. That’s the view of Andrew…
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Capital Group: Investors reposition fixed income for diversification and liquidity amid macro uncertainty
Asset owners are increasing allocations to fixed income as they recalibrate portfolios in response to heightened macro uncertainty and equity market risk,…
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Fidelity International’s Jemma Slingo shares market report
Fidelity International’s Pensions and Investment Specialist Jemma Slingo comments as UK political developments weigh on markets, inflation uncertainty persists, and AI momentum…
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Chikara shares outlook on India: From short-term pain to structural shift
Andy Draycott, Portfolio Manager of the Chikara Indian Subcontinent Fund, shares his insights on the market situation in India. Market selloffs don’t…
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Investing in the countries competing in the World Cup
Following the FA Cup Final last Saturday, and with the Premier League season set to conclude this Sunday, football fans will be…
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Franklin Templeton experts comment on the resilience of Emerging Markets
As the geopolitical environment grows increasingly complex – shaped by energy tensions, volatile oil prices, cautious central banks, and concerns over global…
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A dynamic approach to global fixed income investing
Brought to you in partnership with Capital Group Adapting fixed income portfolios across market cycles Dynamic global fixed income: Investing across the…
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Wealth Club: Downbeat mood as China summit sparks more worry and UK political crisis rumbles on
FTSE 100 looks set to end the week on the back foot, falling in early trade, as the China-US summit switches focus…
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CMC Markets on FTSE 100, oil & investor sentiment
Andreas Lipkow, Chief Market Analyst at CMC Markets, has commented on investor sentiment heading into the weekend amid renewed geopolitical and macro…
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