Investments & Markets
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US shutdown: Investors reposition as shutdown begins
The US government has shut down after senators failed to reach a funding deal, marking the first closure since 2018. Services are…
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Hargreaves Lansdown: US shutdown knocks equities off course
Asian stocks are down along with US and European futures as US fails to avoid a shutdown, while Gold hits another all-time…
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TrinityBridge: All at curren-sea
In this market insight report from TrinityBridge, Tony Whincup, their Head of Investment Specialists, reflects on the past week in markets, touching…
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J. Safra Sarasin: US equities look increasingly bubbly
The equity market’s stellar comeback from its April lows has lifted valuations back to the peaks of this cycle. Much of the…
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All politics aside, I vote for UK smaller companies | Eustace Santa Barbara, Marlborough
Eustace Santa Barbara, Co-Manager of the IFSL Marlborough Special Situations Fund, explains why UK smaller companies remain an attractive opportunity despite political…
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Columbia Threadneedle: Japan at a crossroads?
This week we are looking at Japan – a country that’s going to be in focus at the end of the week…
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Mind Money: Are commodities still the go-to hedge today?
Many central banks around the world have recently entered the low rate era. Yet inflation is stubborn, rising in many regions and…
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Fidelity International’s Market Week – Tom Stevenson comments on what’s driving markets this week
There’s little doubt that we are in both a short and long-term bull market. The only question investors must answer is how…
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Aberdeen: Is the rally in the Chinese equity market sustainable?
While the rally has been strong, we believe it is sustainable — underpinned by a set of reinforcing structural, cyclical, and policy…
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Hargreaves Lansdown: 3 global megatrends and how investors could profit
From climate change to resource scarcity and shifting consumer values, structural forces are reshaping how we live our lives. Governments are spending…
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