annual report
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Opinion: Marlborough’s Chand Lall suggests five reasons to believe UK equities are truly back on track
For years, UK equities have watched enviously as their US cousins partied on without them. But has the music finally stopped across…
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How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie
2025 is shaping up to be a busy year for the wealth management industry, says Tara Gillespie, Head of Global Assets at…
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Cohen & Steers’ Palma outlines expected returns for the next 10 years amid elevated inflation and resilient global growth
Jeffrey Palma, head of multi-asset solutions at Cohen & Steers, shares the firm’s latest 10-year capital market assumptions, exploring how shifting macroeconomic…
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Assessing Trump’s biggest balancing act | Artemis’ Chris Kent explores the ‘One Big Beautiful Bill’ that’s coming down the line
From tariffs to tax cuts, Trump’s second term is shaping up like a three-ring circus – and he’s juggling semiconductors, Medicaid, and…
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Fund manager view: Trumpian economic chaos has put US in the danger zone says Trium Capital’s Tom Roderick
As Trump’s second term ushers in a wave of protectionism and fiscal unpredictability, Trium Capital’s Tom Roderick (pictured), portfolio manager of the…
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Share buybacks: Martin Currie’s Jo Rands highlights how they can be the hidden element of investment returns
With UK equities trading at historically low valuations and corporate balance sheets in robust health, share buybacks have emerged as a powerful…
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Investment as a test of faith: Fiske’s Tony Conway draws parallels between investing and a long-distance trek
As he treks nearly 2,000 kilometres along the ancient Via Francigena, Tony Conway, Investment Manager at Fiske, draws timely parallels between the…
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The truth about investing in Europe: Marlborough’s David Walton explores what investors are getting dangerously wrong
Sweeping generalisations rarely serve investors well – especially in Europe. Amid shifting narratives and mixed macro signals, the continent remains rich in…
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Fund manager view: Franklin Templeton’s Cioppa outlines why technology is a long-term evolutionary force
As digital disruption accelerates, Franklin Templeton’s Matt Cioppa, Portfolio Manager of Franklin Technology Fund, urges wealth managers to look beyond short-term noise…
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Fund manager views | abrdn Asia Focus’ Gabriel Sacks on the joy of deadly-dull Asian Stocks (and why boring is the new brilliant)
Blockbuster returns don’t always come with special effects. In praise of banks, boats, and shopping malls, Co-Manager of the abrdn Asia Focus…
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Fund manager view: Why I’m wary of the US recovery – Jacob de Tusch-Lec, manager of the Artemis Global Income Fund
Jacob de Tusch-Lec (pictured), manager of the Artemis Global Income Fund, explains why the recent rally in US equities may offer investors…
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Roger Lee at Cavendish talks Liberation Day’ and the UK’s potential to profit
Roger Lee, Head of Equity Strategy at Cavendish, a leading UK investment bank for growth companies takes a look at the potential…
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Guiding investors through market anxiety: Novia Global’s Linda Johnstone highlights a strategic role for wealth managers
Periods of market volatility can trigger powerful emotional responses from clients – often to their own detriment. In the following article, Linda…
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Guest insight: Artemis’ Andy Gray identifies three overlooked opportunities blooming into tomorrow’s quality compounders
In the following insight for Wealth DFM, Andy Gray, co-manager of the Artemis UK Special Situations Fund, outlines why Unilever, Babcock, and…
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Should you bet on a unique tree or a ‘forest’ of stocks? Vanguard’s Lewis highlights lessons of diversification
Wealth creation in equity markets is driven by a tiny fraction of stocks—so small, in fact, that missing just a handful could…
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Liberation day ironies: Artemis’ Paras Anand highlights the strategic void behind Trump’s trade war
In a striking reflection on the ironies of “Liberation Day,” Paras Anand, CIO of Artemis, draws a sharp comparison between President Trump’s…
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Trump’s tariffs and unintended consequences: Antipodes Partners’ Mitchell asks could they be making the rest of the world great again?
As Trump’s sweeping new tariffs continue to send shockwaves through global markets, US equities suffer their worst quarter in over a decade…
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Luck plays a role in investing says Marlborough’s MacDonald – but process is what really matters
Fortune may play its part in investing but, in his latest insight for Wealth DFM, Sheldon MacDonald, CIO of Marlborough. reminds us…
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The democratisation of finance: Novia Global’s Linda Johnstone asks which platform deserves your vote?
The concept of democracy extends beyond politics—it is reshaping financial services too. Investment platforms should be at the forefront of this shift,…
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Global Markets, Sentiment Shifts, and Smarter Investing, according to Charles Younes, FE fundinfo
In a world where markets seem to pivot on headlines and political rhetoric, staying ahead of the curve is no easy feat.…
