inflation
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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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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…
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UK GDP growth: a welcome surprise amid global volatility—but can it last? Industry reaction to latest GDP data
The UK’s latest GDP figures have provided a rare moment of optimism in an otherwise challenging economic backdrop. February’s 0.5% growth announced…
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Quilter: Despite inflation falls, tariff uncertainty will prevent Fed from acting on interest rates
CJ Cowan, portfolio manager at Quilter Investors has shared his thoughts following the latest news on US inflation rates. Much like the…
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PIMCO’s Tiffany Wilding comments on the U.S. economy’s trajectory amid higher tariffs
Tariff policies have the potential to drive stagflation in the U.S. and contraction in other countries, and to complicate the Federal Reserve’s…
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PIMCO: Tariff turbulence – what to watch, including possible constraints
While the path may have twists and turns, the destination seems clear: higher U.S. tariffs. Despite the significant market drawdown, the White…
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CG Asset Management: From the ‘Trump bump to the ‘Trump slump’?
Chris Clothier, Co-CIO, CG Asset Management, commented: “American businesses and consumers look on with concern. In the last quarter’s update we noted that…
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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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MAPFRE AM: What effects will Trump’s universal 10% tariff have on the economy?
“Tariff is the most beautiful word in the dictionary.” These were the words of Donald Trump on October 15, shortly before the…
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The IA: At the moment, the only certainty seems to be uncertainty
Commenting on President Trump’s decision on tariffs, Miranda Seath, Director of Market Insights at the Investment Association, said: “There was a flood…
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Schroders on Liberation Day: Inflation up, growth down – and a huge dollop of uncertainty
In response to international trade tariffs announced in the last 24 hours, Johanna Kyrklund, Group Chief Investment Officer, Schroders and George Brown, Economist at…
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Morningstar: How have Liberation Day tariffs impacted sectors across Europe?
With 25% tariffs on the EU, and 10% on the UK, Morningstar’s equity research team have delved into the sector impact across…
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JOHCM UK Equity Income Fund: Performance, portfolio activity, dividend update and outlook
The UK market succumbed to some of the global pressures in March, with tariff-driven concerns impacting markets globally. The performance gap between…
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Trump’s ‘Liberation Day’ tariffs: analysis and reaction examining what wealth managers need to know
So now we know the extent of it. President Trump has unveiled his long-anticipated so-called, ‘reciprocal’ tariff plan, dubbing it ‘Liberation Day’…
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Aberdeen: Five questions (and answers) ahead of Trump’s tariff announcements
Trump’s announcements are expected to push the average US tariff rate well above 10%, though we think some tariffs will be partially…
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BNY: Three considerations ‘come into play’ for Trump’s Liberation Day
Ahead of Trump’s ‘Liberation Day’ announcements, Vincent Reinhart, Chief Economist at BNY, has shared three factors which should be considered. “The argument…
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CMC Markets: Donald Trump at the poker table – “Liberation Day” and decision time
Today, Donald Trump is going all in. While it’s possible that the U.S. President may ultimately push through and negotiate better deals…
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Aston University: Global cost of 2025 tariff war could reach $1.4 trillion
An analysis by Aston University researchers is the first to estimate the economic fallout from six US trade tariff scenarios and their…
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KPMG: Confidence dips among financial services chiefs as geopolitical events weigh on revenues
Financial services leaders are less confident about profitability in the second quarter of 2025 compared to the first quarter, as they expect…
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Quilter Cheviot: UK economy treads water as data confirms anaemic growth in Q4 2024
Richard Carter, head of fixed interest research at Quilter Cheviot, has shared his thoughts on the latest UK GDP quarterly national accounts…
