Investments & Markets
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Global managed income 2026 outlook: Defence remains key according to Ninety One’s Stopford
Markets enter 2026 facing persistent fiscal pressures, concentrated equity leadership and an uneven global recovery, defence takes precedence over outright risk-taking. Following…
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US fixed income: policy-driven opportunities emerge
Ashok Bhatia, Global Head of Fixed Income at Neuberger, highlights how US policy support is creating new opportunities in high-quality fixed income.…
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GSS Bonds face a defining moment as reinvestment wall and SFDR 2.0 redraw the market landscape
MainStreet Partners’ latest GSS Bonds Market Trends Report highlights a record reinvestment cycle, the growing strategic role of Green Bonds under SFDR…
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Market update: Equities on front foot while gold and silver hover near records
With gold and silver price rises grabbing the headlines of even the national media, there’s plenty going on in the markets right…
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T. Rowe Price: Why gold remains a strategic hedge rather than a cyclical trade
Gold’s move through previous record highs underscores the rationale for our long-standing favourable view of gold as a strategic portfolio diversifier as…
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Moneyfarm’s Richard Flax on separating signal from noise in a shifting global landscape
It’s been a busy couple of weeks globally and on the markets. We could be forgiven for focusing solely on events related…
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Gold and Silver prices climb to all-time highs as US tariff threats against Europe reinforce precious metal safe haven
Amid lingering market and geopolitical uncertainty triggered this week by U.S. tariff threats against Europe, IBV Gold London Manager, Yuvana Singh, has commented…
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Aubrey Capital Management shares global conviction outlook for 2026
2025 was a tale of two halves for the Aubrey Global Conviction Fund. Broader market performance in the first half favoured our…
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Why 2026 signals a turning point for UK dealmaking
Only two months ago, British investors were fleeing equity funds at unprecedented rates. Between July and October 2025, £7.3 billion exited UK…
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Global profits rose to a new record in 2025 with rising sales and expanding profit margins, according to Capital Group Global Equity Study
Global profits grew strongly in 2025, reaching a projected record US$4.85 trillion for the world’s largest 1,600 listed companies, up 12.2% year-on-year, according…
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