Investments & Markets
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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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Moneyfarm: Earnings resilience in the face of a macro shock
If your only source of news was the US equity market, what would you think? Well, given that the market is basically…
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Hargreaves Lansdown: earnings boom overshadows Middle East gloom in latest market report
As global markets trade higher on earnings optimism, Matt Britzman, senior equity analyst, Hargreaves Lansdown shares his insights in this market report.…
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Candriam: The new global disorder
Steeve Brument, Global Head of Alternative Investments at Candriam, shares his insights on the effects of the US-Iran conflict on global investments.…
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Q1 earnings reports are meeting high expectations
The Q1 earnings season is in full swing. A lot of the growth hinges on the hyperscalers, which do not only themselves…
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