Gravis
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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.…
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UK inflation dips – but wealth managers eye the storm ahead. Industry reacts to latest data
UK inflation surprised to the downside in March, with the headline Consumer Price Index (CPI) falling to 2.6%—below both the previous month’s…
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Capital.com: Gold (XAU/USD) rally pauses as sentiment improves, RSI signals potential pullback
Gold prices have pulled back from last week’s highs, as market sentiment improves following tariff exemptions on select Chinese tech products. While…
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Evelyn Partners’ Core MPS shifts from corporate bonds and US Treasuries towards long-dated UK gilts
Evelyn Partners made no changes to the overall mix between equities, bonds and alternatives in its Core Managed Portfolio Service April rebalance,…
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Neuberger Berman: First principles in the face of investment uncertainty
The current situation is unusually difficult to model, and that reinforces the first principles of investment: know your objectives, diversify and rebalance.…
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NS&I revives fixed-rate bonds— AJ Bell’s Laura Suter looks at the detail
NS&I has relaunched its one- and five-year British Savings Bonds with improved rates, offering—for the first time in over 15 years—a choice…
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State Street Markets: Markets have shifted, but what’s next?
Michael Metcalfe, Head of Macro Strategy, State Street Markets, has provided the following 2025 market outlook, ‘Market Signals and Shifts’, which identifies…
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MFS IM on confidence shock, volatility & safe havens (where are they?)
Benoit Anne, Senior Managing Director – Strategy and Insights Group of MFS Investment Management has shared his thoughts on a range of…
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Franklin Templeton launches two new core UCITS ETFs for UK and European investors
Franklin Templeton announces the launch of two new article 8 indexed ETFs, the Franklin S&P 500 Screened UCITS ETF and the Franklin S&P World…
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Square Mile: Income returns as most researched investment outcome among advisers
Square Mile’s quarterly Market Intelligence Report published today reveals that advisers were increasingly researching funds with the potential to deliver income over…
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UK jobs market shows signs of softening as wage growth defies economic headwinds: reaction and analysis
UK labour market data for Q1 2025 offers a complex narrative for wealth managers, as declining vacancies, persistent wage growth, and broader…
