Investments & Markets
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Moneyfarm: Earnings expectations diverge
Equity markets have performed well recently, driven in particular by renewed optimism in the US around Artificial Intelligence. It’s tempting to dismiss…
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ARK Invest Europe: Investing in defence in the age of cybersecurity and artificial intelligence
Defence technology is one of the hottest investment themes of 2025. During the first half of 2025, Global Defence and European…
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CGAM: US inflation will prove more intransigent than transitory
President Trump’s firing of the head of the Bureau of Labor Statistics (BLS) on the back of poor jobs numbers was foolish.…
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abrdn Asia Focus’ Gabriel Sacks on looking beyond the obvious in South Korea
If your list of South Korean companies stops at Samsung, Hyundai and “that one that makes beauty products,” you’re not alone, and…
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deVere Group: Stocks at record highs but investors may be jumping the gun
Global equities have pushed to fresh records, driven by softer US inflation data and growing confidence that the Federal Reserve will cut…
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Capital.com: US Crude (WTI) hovers near key support as traders await US-Russia talks
Oil markets have entered a cautious “wait-and-see” mode ahead of the scheduled meeting between President Trump and President Putin in Alaska. Prices…
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Hargreaves Lansdown shares market report as Wall Street leads stocks higher
US inflation data released yesterday showed lower than expected impacts from President Trump’s tariffs. That led to anticipation that the US Federal…
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Fidelity: Rate cut expectations, tariff dynamics and fiscal dominance – the key market drivers for the months ahead
Capital markets are entering a phase of potential disruption. Recent developments in the United States, geopolitical tensions, and structural shifts in monetary…
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UK investment management industry reaches new heights with £10 trillion AUM
The UK investment management industry recorded an impressive 10% growth in assets under management (AUM) to reach a new peak of £10.0…
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Quilter remains the most recommended adviser platform but Aviva narrows gap
Quilter is the most recommended adviser platform by value for the first half of 2025, retaining its top spot for the second…
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