Investments & Markets
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Rathbones: Income tax retreat raises big questions ahead of Budget
A recent Rathbones survey of over 3,000 UK adults found that an income tax hike was a top concern ahead of the…
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Markets torn between soft landing narrative and risk-aversion
Daniela Hathorn, senior market analyst at Capital.com, shares her latest round up of the market ups and downs this week as follows:…
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Hargreaves Lansdown: Gilt yields spike after possible government tax rise U-turn
Labour is reported to have ditched their plans to increase income taxes, which would be a meaningful U-turn and potentially has big…
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Is the market wrong about AI losers?
Alistair Boyle, portfolio manager at Mid Wynd International Investment Trust, sets out how just seven stocks accounted for almost 70 per cent of…
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The importance of framing investment gains and losses in uncertain times | Marlborough’s Edward Kennedy shares his thinking
In volatile markets, perspective is everything. Drawing on the quirks of snooker, Edward Kennedy, Head of Marlborough’s Personal Portfolio Service, shares his…
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From niche to necessity: the rise of private equity in modern portfolios
Once reserved for institutions and the ultra-wealthy, private equity is now part of the mainstream investment landscape. Hamish Mair, Fund Manager of…
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Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
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Fund manager insights| Diversification matters but, asks Aberdeen’s Gabriel Sacks, where does China fit in?
With US markets wobbling and global investors reconsidering their sources of growth, attention is turning once again to China. Gabriel Sacks, Co-Manager…
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This week’s market, according to Fidelity International’s Tom Stevenson
As strong earnings ease valuation worries, the US re-opens for business, and UK data guides the Bank of England’s next move, Tom…
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Charles Schwab: Tech-fueled selloff continues, shutdown in focus
Tech selling hasn’t found dip buyers and spilled into Friday, focused on AI valuations amid a thin news flow. Investors await consumer…
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