Investments & Markets
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December inflation surprise: expert reaction for investors and fund managers
It looks like Christmas has taken its toll on UK inflation. It’s been reported today that UK inflation rose faster than expected…
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Where we’re finding US value winners in 2026 outside of the IT sector
‘Our focus is on stock selection rather than favouring particular sectors’, says Daniel Johnson, Portfolio Manager of the River Road US Large…
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M&G commits £1 billion to power UK innovation, infrastructure and affordable housing
M&G plc has announced its ambition to supercharge the impact of institutional capital by investing over £1 billion into the UK economy over the…
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Copia Capital: What to make of Venezuela
The year started not with a whimper, but with a bang. On 3 January, Donald Trump ordered and successfully carried out a…
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SJP: One year of Trump 2.0 – Volatility, uncertainty and unexpected market resilience
Recent headlines around the Federal Reserve and the broader political backdrop have added a fresh layer of uncertainty to markets, making President…
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AJ Bell: Labour market still weak despite some positive notes
As UK unemployment holds at 5.1% in the three months to November, while the average regular earnings growth slows to 4.5%, with…
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Ninety One shares emerging market equities 2026 outlook
Emerging market equities enter 2026 with a compelling combination of improving fundamentals, greater policy visibility and deep structural growth drivers. That’s the overarching…
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Is platform access becoming the new MPS battleground?
As firms scale and sharpen oversight, platform availability is now shaping adviser choice. Consistency, operational efficiency and digital reporting are becoming non-negotiable.…
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Davos and Dedollarisation: A global lens for sovereign investors
As discussions at Davos turn to dedollarisation, Steve Ryder, Senior Portfolio Manager at Aviva Investors, says incremental shifts away from the dollar…
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Fidelity’s Tom Stevenson reveals what is driving markets this week
Fidelity’s Tom Stevenson comments as soaring precious metals show the cracks in investors’ optimism and geo-politics clouds an ongoing bull market. The…
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