Investments & Markets
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Thornburg IM: Diversification thesis intact despite differing Iran impacts
The global monetary landscape has shifted hard due to the Iran conflict’s impact on oil, LNG, and other commodity prices. Coordinated easing…
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AI powers corporate rebound as cost pressures rise and geopolitical risks intensify – Fidelity International 2026 Analyst Survey
Companies entered the year feeling better than at any point since the chaotic aftermath of the Covid pandemic, driven by a once-in-a-generation…
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Why Japan’s economy no longer fits an old output gap story
Economic measures are rarely a major source of controversy. When disagreements over economic measures do arise, however, it is worth deconstructing the…
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Aberdeen responds to fall in gold price
As gold falls in price, Sara Niven, manager of the aberdeen Global Balanced Growth Fund, has shared her thoughts. “In the aberdeen…
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What Japanese PM Sanae Takaichi’s decisive election victory means for interest rates and value investors
Japanese Prime Minister Sanae Takaichi plans to ramp up government spending following her decisive election victory could lend extra support to value…
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How geopolitical risks are splitting Central Bank policy
The world’s major central banks held their latest interest rate decision meetings last week against a backdrop of escalating conflict in the…
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Problems with NS&I and probate go much wider
Families often face inheritance tax late payment charges for failings at banks and other financial institutions. Laura Walkley, Partner and Head of…
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Hargreaves Lansdown: President Trump’s strike extension fails to lift the mood
Stocks, bonds, and gold all fell yesterday as markets want action, not words. Matt Britzman, Senior Equity Analyst at Hargreaves Lansdown, shares…
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Stagflation fears swirl, four weeks on from Iran war outbreak
Susannah Streeter, Chief Investment Strategist at Wealth Club, shares a market update, four weeks on from the start of the war in…
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Royal London: Simplifying the advice rules
Jamie Jenkins, director of policy, at Royal London gives his views on the ‘CP26/10: Simplifying the pensions and investment advice rules’ consultation, which…
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