investments
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Tracker funds: W1M’s Nersen Pillay highlights the illusion of diversification and the risks involved
Frequently hailed for their low costs and broad market exposure, tracker funds are a popular choice for many investors seeking passive investment…
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Fidelity’s Market Week: Tom Stevenson comments as US market extends gains and focus turns to the Bank of England
Tom Stevenson, Investment Director, Fidelity International comments on what’s driving markets this week: “With October closing out at the end of last week,…
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NS&I reports £1 million jackpot win for two Premium Bond holders from Shropshire and York
NS&I has reported today that two fortunate Premium Bond holders in Shropshire and York are celebrating today after winning £1 million each…
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Vanguard: Over £5 billion is getting spooked in “zombie” share classes!
Don’t get caught by a zombie share class this Halloween! Vanguard is urging investors to check whether they’re in an old fund…
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US-China relations: A truce on the surface
After a few weeks of tit-for-tat tensions during which the US expanded its ‘Entity List’ to include blacklisted companies’ subsidiaries with more…
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FTSE Russell and StepStone Group launch global fund-level daily private market indices
FTSE Russell, the global index provider, and StepStone Group, a global private market investment firm, have announced the launch of the FTSE StepStone…
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Aubrey Capital Management: The Indian conundrum
Fresh back from a research visit, there is little doubt that India is among the best-managed large economies globally, with a humbling…
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Canaccord Wealth: Are we breaking the back of inflation?
Last week saw the UK get a disinflationary boost. Better than expected economic data boosted UK assets. UK small and mid-cap equities…
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Neuberger: Recent credit stress a canary in the coal mine?
While idiosyncratic credit risk is beginning to emerge, signs of broader credit or systemic stress are still sparse. The recent collapse of…
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Ossiam: Is equal weight the antidote to market concentration in US equities?
Paul Lacroix, Head of Products for Ossiam, a leader in quantitive investment strategies, considers the case for equal weight strategies against the…
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The War of the Words: JB Beckett dissects Saba’s battle with Britain’s Investment Trust establishment
Activist investor Boaz Weinstein’s assault on the UK investment trust establishment has been as much about rhetoric as returns. In his latest…
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Mirabaud: Why convertible bonds are the best of both, all over again
The first nine months of 2025 have been a showcase for why convertible bonds deserve a strategic place in investors’ portfolios. The…
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J. Safra Sarasin: Risks are lurking in US equities
The US Q3 earnings season is in full swing, producing strong results, with financials taking the lead. Strong advisory and trading revenues,…
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Quilter seeds new US small cap fund for WealthSelect Responsible portfolios
Quilter has today announced it has seeded a new fund to be included in its Responsible portfolios in the WealthSelect Managed Portfolio…
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Aberdeen provides insight on China’s new five-year plan
There were few surprises from the fourth plenum’s communique. It largely signals a continuation of recent policy priorities (under the umbrella of…
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AJ Bell: What the changing dynamics of inflation could mean for UK bond markets
While a softer inflation print gives the market some breathing space, it doesn’t erase the structural inflation story. Inflation is still nearly…
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Nuveen: Bubble, bubble… or just late-cycle shuffle?
“It isn’t Halloween yet, but there’s a chill in the air – and in markets. An extended US government shutdown is delaying…
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Wealth experts respond to UK inflation figures, which remain at 3.8% for a third successive month
UK inflation held firm at 3.8% for a third consecutive month in September, according to the latest figures from the Office for National Statistics…
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Wealth engagement is a journey, not a transaction| Simplify’s Nick Clarke encourages intermediaries to rethink client experience proposition
In the evolving landscape of wealth management, traditional models of consumer engagement have long been centred around transactions and periodic touchpoints says…
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Neuberger: Seeing the opportunity in volatility amid US-China trade tensions
Recent volatility related to US-China trade tensions and credit risk in the banking sector is a stark reminder of macro risks that…
