Investments & Markets
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Insight | Supertankers in new waters: BlackRock & Blackstone and the liquidity-gating fracture
By JB Beckett (author of New Fund Order), for financial advisers, asset allocators and wealth managers. Scale in asset management is often…
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Ninety One on Oil shock: when geopolitics shuts the taps
The effective closure of the Strait of Hormuz has jolted oil markets, exposing the scale of geopolitical risk embedded in global energy…
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Columbia Threadneedle: How much pain will $100 oil cause, and what can be done about it?
With oil now trading above $100 per barrel, Anthony Willis, Senior Economist at Columbia Threadneedle Investments, has shared his thoughts in this week’s market review.…
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Aubrey on OpenAI: The beginning of the end?
OpenAI helped ignite the biggest technology investment cycle in decades, but cracks may be starting to appear. With monetisation under pressure and…
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TM Brickwood UK Value Fund surpasses £200m in its first year
The TM Brickwood UK Value Fund, co-managed by Ben Whitmore and Kevin Murphy, has reached £220 million1 in assets under management within…
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Recovery rally as oil prices retreat from scorching levels | Wealth Club’s Streeter
After Trump’s latest comments impacting the oil prices and Asian markets clawing back some losses, Susannah Streeter, Chief Investment Strategist, Wealth Club,…
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Fidelity’s Market Week: Tom Stevenson comments as shares and bonds fall in response to a surge in the oil price
With investors warning of the risk that prolonged disruption through the Strait of Hormuz could add to inflation pressures and weigh on…
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Aberdeen: Bond markets brace for inflation risks as oil climbs above $100
Escalating tensions in the Middle East have pushed oil prices sharply higher overnight and into today, unsettling global markets, prompting investors to…
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The philosophy and science of global small-cap investing
Tobias Bucks, Co-Manager of the Marlborough Global SmallCap Fund, explores the philosophy and science behind global small-cap investing, and reveals why disciplined,…
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Economic impact spreads as analysts wait on how US defines ‘victory’| Rathbones’ Evans
Following the latest developments in the Gulf, John Wyn-Evans, Head of Market Analysis at Rathbones, shares his latest analysis telling us why…
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