Investments & Markets
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Is oil underestimating escalation risks between Iran and the US?
Oil markets are once again being asked to price geopolitical risk in an environment where escalation feels possible, but not yet inevitable.…
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Morningstar: Global ESG funds record sharp reversal in 2025
Global sustainable open end and exchange traded funds saw an estimated USD 27 billion net outflows in Q4 2025, compared with almost USD 55 billion outflows…
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Quilter Cheviot: Significant moment in AI disruption as software stocks tank
All innovation means there is going to be disruption at some point, and we appear to be at a significant point in…
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The IA: Investors recommend realignment of stewardship to deliver sustainable value
The Investment Association (IA) has today published a report to realign the role of stewardship and chart a pragmatic path forward for…
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Emerging markets equities around 40% cheaper than US on price/earnings multiple, well ahead of long-term average
Aberdeen Investments believes an upcycle for Emerging Markets equity performance may have started, driven by the three C’s of Capex (capital expenditure),…
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Why partnership now outweighs performance in MPS
Advisers want more than performance. They want communication, insight and clear decision-making they can take straight to clients. In 2025, partnership is…
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Record buyers beat record sellers in physical gold and silver
Gold and silver’s dramatic start to 2026 has seen trading and investment records tumble at world-leading marketplace BullionVault. Launched in 2005 and…
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FTSE 100 records: Defensive rush as global volatility intensifies
The FTSE 100 has punched to fresh record highs as investors flood into Britain’s biggest companies in a decisive shift towards defence,…
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PIMCO’s Washington Watch: Government shutdown, Trump’s Fed nomination, and Democratic victories in Texas
From a fast-moving government funding deal to President Trump’s pick for the Federal Reserve and unexpected political shifts in Texas, the week…
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Raymond James Investment Services: No change to UK interest rates this week in more decisive outcome
Having cut the UK base rate six times in the current cycle, rate setters on the Bank of England’s Monetary Policy Committee (MPC) will…
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