Investments & Markets
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Neuberger: Political and policy volatility on the rise
Recent elections in the US and dynamics in Europe highlight rising political volatility and the potential for divergent policy shifts. Investors should…
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Rebuilding a creaking sector:ARK Invest’s Tom Barker explains why and how the sustainable infrastructure revolution is coming
Infrastructure investment is entering a new era says Tom Barker, Product Specialist at ARK Invest Europe. In the following analysis for Wealth…
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View from PIMCO’s Investment Committee: Starting valuations fuel 2025 bond performance, 2026 potential
In a new video update, Dan Ivascyn, Group CIO at PIMCO, shares the firm’s latest views from the Investment Committee. He talks about…
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Robeco publishes 2026 outlook: ‘The synchronized shift’
In its 2026 economic outlook titled ‘The synchronized shift’, Robeco anticipates a rare, short-lived global upswing reminiscent of 2017, as alleviating trade tensions,…
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CFA Institute equips the investment sector to navigate AI developments
Responding to the rapid uptake of artificial intelligence in the investment sector, CFA Institute today announced the release of AI in Asset Management: Tools, Applications, and Frontiers, a comprehensive new resource created…
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C for Chancellor Reeves: Investors hand out mixed grade ahead of crunch Budget
With Rachel Reeves’ second Budget statement around the corner, asset managers have issued their report card for her performance in the role…
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Reform and resilience: fund manager insight from Chikara’s Richard Aston on why foreign flows have returned to Japan
In this Wealth DFM exclusive, renowned Japan specialist Richard Aston, Portfolio Manager of the CC Japan Income & Growth Trust and the…
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Fund manager update |TEMIT’s Chetan Sehgal shares latest EM analysis
Sharing his latest commentary with us, Chetan Sehgal, Lead Portfolio Manager of Templeton Emerging Markets Investment Trust (TEMIT), reports stabilising prospects across…
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Fidelity’s Tom Stevenson comments as third quarter earnings season draws to a close
Tom Stevenson, Investment Director at Fidelity International, has shared his thoughts on what is driving markets this week, as the third quarter…
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Aberdeen: 6 macro themes that will reshape investing in 2026
Aberdeen, the specialist asset manager, has outlined 6 macro themes it believes will reshape investing in 2026 and beyond. These are geopolitical…
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