Investments & Markets
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Fidelity: Gulf continues to hold the key to global equity markets but strong earnings growth puts a floor under prices for now
Tom Stevenson, Investment Director, Fidelity International comments on what’s driving investments this week. Just when you think it is safe to go…
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Move beyond the noise for peace of mind and for opportunity
There was a time when news bulletins routinely ended with a quirky, uplifting story. News at Ten’s “And finally…” segment during the…
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Aberdeen: Two steps forward one step back in Iran conflict
Lizzy Galbraith, Senior Political Economist at Aberdeen, has shared her insights on the Iran conflict. “Progress towards a lasting ceasefire between the…
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Filling the space between passive and active investment approaches: Franklin Templeton’s Lisa Wang
With the limitations of both passive and active investing increasingly exposed, attention is turning to hybrid approaches that blend systematic efficiency with…
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Geopolitics dominates the headlines: what has changed for investors?
Felix Wintle, Manager of the VT Tyndall North American Fund, comments on geopolitics, the inflation outlook, and the implications for markets. We can all see…
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New NextWealth Guide shows how the CRP for advisers has become a Consistent Retirement Playbook
New research from NextWealth sponsored by Brooks Macdonald finds that while only 56% of financial advisers say they have a Centralised Retirement…
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Equities have left Iran conflict behind | J. Safra Sarasin Sustainable Asset Management
While geopolitical risks remain, global equities are refocusing on fundamentals, with earnings momentum, led by tech, underpinning market resilience, says Wolf von Rotberg of J.…
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Ceasefire offers relief but remains a fragile pause, says Franklin Templeton Institute
The US-Iran ceasefire has lifted markets; however, Head of Franklin Templeton Institute’s Stephen Dover explains why this looks more like a relief…
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US-Iran peace deal could trigger sharp sector rotation as falling oil prices reshape market winners and losers, says deVere CEO
There will be clear winners and losers across global stock markets should the US and Iran reach a peace deal this weekend, affirms the CEO of one of the world’s largest…
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How should portfolios be repositioned in a world of lasting fragmentation?
Jeremy Harding, Head of Wealth Management at Norman K. London, comments on how investors should reposition portfolios in a world shaped by persistent geopolitical fragmentation…
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