Investments & Markets
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St. James’s Place: Stagflation risks loom as fixed income investors look to H2
Greg Venizelos, Credit and Fixed Income Strategist at St. James’s Place, comments on the economic backdrop shaping markets in the first half…
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Columbia Threadneedle: The message is discipline, not retrenchment
Anthony Willis, Senior Economist at Columbia Threadneedle Investments, has shared this week’s macroeconomic review, as recent market weakness looks more like a repricing than a…
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SpaceX IPO is like science fiction but with a price tag to match
SpaceX’s forthcoming IPO has captured global investor attention, with reports suggesting a valuation of around $1.75 trillion and a raise of up…
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Attara: Why falling inflation won’t ease SME pressure
The ONS data shows CPI inflation dropped to 2.8% in April 2026, down from 3.3% in March. At face value, that suggests…
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Retail investors double down on US tech despite Nasdaq pullback
Despite last week’s sell-off in US technology stocks, IG data suggests UK retail investors remain firmly bullish. Trading activity in the Nasdaq…
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OpenAI, Anthropic, SpaceX face the real test after IPOs
OpenAI has now joined AI rivals Anthropic and SpaceX in filing for an IPO to tap public markets to pursue ambitious plans,…
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The role of fixed income within multi-asset strategies and MPS
Wealth managers are reassessing asset allocation frameworks in the light of higher yields and changing correlations between different asset classes. The traditional…
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US jobs surprise sparks global market turbulence
Tom Stevenson, Investment Director at Fidelity International comments as stronger than expected US jobs data prompts speculation about the direction of travel…
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Gravis: Not all private credit is created equal
Private credit has moved rapidly from being an asset class in the ascendancy to one under intense scrutiny, but treating it as…
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St. James’s Place: Dispersion, resilience and the importance of diversification
Carlota Estragues Lopez, Equity strategists at St. James’s Place, comments on the key themes shaping global equity markets in 2026, the risks…
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