artemis
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Hargreaves Lansdown: No Easter surprise for equity markets as investors flock to safe haven assets
As European markets open lower after the Easter break, Matt Britzman, senior equity analyst at Hargreaves Lansdown has shared his market report.…
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Candriam: Steepening curves across the board
The bond markets in March were already abuzz with talk of tariffs, as the Trump administration implemented previously delayed tariffs on Canada,…
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UK financial services professionals secure biggest bonuses globally
The UK recorded the highest bonus payouts across all markets, overtaking North America and exceeding the bonuses awarded in Europe and APAC,…
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UK’s mid-market firms show improved business growth in March but economic uncertainty continues
Mid-market businesses continued to outperform the wider UK economy in March, as business activity rose for the sixteenth month in a row,…
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Editor’s Note: Easter Sunday — a brief pause in a demanding year
As wealth managers, Easter Sunday doesn’t just mark a day of religious or seasonal significance. It’s one of the few moments in…
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Centrus’ Bryan Conway comments on ECB interest rate cuts
Bryan Conway, Director at international corporate finance firm Centrus, has shared his insights on the recent ECB interest rate cuts. The European…
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TrinityBridge’s Tony Whincup shares market insights – trading tariffs
It was a good week for US equities, which rebounded +5.7% in nominal terms (+4.4% in sterling terms) after last week’s hefty…
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Nickel Digital study with institutional investors and wealth managers predicts strong growth in tokenisation
Increasing numbers of institutional investors and wealth managers are predicting growth in tokenisation as more become aware of the benefits, according to…
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M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms
M&G announces a partnership with platform technology provider FNZ, paving the way for greater access to its flagship £64 billion PruFund range…
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Carmignac: A spotlight on luxury in earnings season
Kevin Thozet, a member of the investment committee at Carmignac explores how the luxury sector might fare this earnings season and beyond. …
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ECB cuts rates for 7th time – two more expected in 2025 before tide turns
The European Central Bank has delivered its seventh interest rate cut in a year and there are two more to come in…
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No need for the ECB to be so hesitant, says JPMAM’s Natasha May
Natasha May, Global Market Analyst at J.P. Morgan Asset Management (JPMAM), has shared her thoughts on today’s ECB interest rate cut. “The…
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Earth Day: A £50bn investment opportunity for the UK’s renewable energy future
To mark the 55th anniversary of Earth Day next week, and the call for everyone around the globe to unite behind renewable…
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Federated Hermes shares weekly markets wrap-up
In this week’s markets wrap-up from Federated Hermes, Sandy Pei explains why there are still investment opportunities in China, while Karen Manna…
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PIMCO: Overall US tariff level still high despite exemptions
The president has signalled some flexibility on tariffs but remains committed to his broader trade policy agenda. Libby Cantrill, Head of Public…
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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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ClearBridge Investments: Infrastructure poised to mostly weather US tariff storm
Nick Langley, Portfolio Manager at ClearBridge Investments provide his view that a new regime of tariffs will likely create the need for…
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Ninety One: Trade shock accelerates China’s strategic pivot
Iain Cunningham, Head of Multi-Asset Growth at Ninety One, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade…
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Polar Capital’s Nick Davis comments on the promising outlook for Europe this year
With European markets entering 2025 on firmer footing, Nick Davis, Fund Manager at Polar Capital, outlines why the European ex-UK market offers…
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Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza
This week on the IFA Talk podcast, hosts Matt and Sue tackle one of the most significant developments shaking global markets—Trump’s reintroduction of tariffs.…
