PIMCO
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Message for investors is one of measured vigilance
Anthony Willis, Senior Economist at Columbia Threadneedle Investments, has shared his insights on the markets in this week’s macroeconomic review. Despite a fluctuating geopolitical and…
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2/3 asset managers say fragmented data holds back efficiency
Fragmented fund data remains a critical barrier to operational efficiency and distribution effectiveness for asset managers, according to new research from FE fundinfo.…
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Gilt markets eye chancellor race as Burnham leads leadership contest
Following yesterday’s resignation of Keir Starmer, Jonathon Marchant, Fund Manager at Mattioli Woods, shares his insights on the Labour leadership race, and…
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Fixed income: strategy, risk, and return
Wealth managers remain confident in fixed income’s role, but increasingly selective and client-led in how it is used. In our latest publication,…
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Starmer gone: five things investors should watch out for
Following Keir Starmer’s resignation as Leader of the Labour Party and Prime Minister, Dan Coatsworth, Head of Markets at AJ Bell, has…
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PM resignation triggers surge in gold enquiries as investors seek safety
The Pure Gold Company has reported a 93% increase in enquiries over the weekend (compared to the average over the last 12 months)…
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Global stock markets weigh up multiple uncertainties
Tom Stevenson, Investment Director at Fidelity International, comments as global stock markets weigh up multiple uncertainties, with the prospect of a new…
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Are emerging markets entering a new investment era?
War in the Middle East, energy market uncertainty and persistent geopolitical tensions might once have rattled emerging markets (EM). Yet in 2026, the…
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IG: UK stocks bounce after PM resignation
Following Starmer’s resignation, new analysis from IG shows that UK equities have typically bounced in the week following a prime minister’s resignation, regardless of…
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Investors get real-time view of UK bond market activity for the first time
For the first time, investors and market participants can access a single, real-time source of prices and trading activity across the UK…
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Viewpoint | Not all multi-strategy funds are built the same
Multi-strategy hedge funds are attracting enormous investor interest. And it’s easy to see why, according to Donald Pepper, Co-CEO & Head of…
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Aberdeen highlights depth of senior management involvement in engagements a defining feature of 2025
Aberdeen Investments has published insights from its 2025 engagement highlights for active equities and fixed income, and Aberdeen Group’s 2025 Stewardship Report.…
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Market comment: markets survive a busy week of central banks and geopolitics
Markets are heading into the weekend on a relatively constructive footing, though the path to get here has been anything but smooth,…
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Franklin Templeton: Inflation fears may be overdone despite oil price concerns
In the following article, Michael Browne, Global Investment Strategist at Franklin Templeton Institute, shares his latest market views on inflation, central bank…
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Hawkish Fed meeting delays dollar downturn
Ugo Lancioni, senior portfolio manager at Neuberger, shares his insights on the recent Fed meeting. The recent weakening of the dollar should…
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M&G launches €200 million active European CLO ETF
M&G Investments has launched an actively managed Exchange Traded Fund (ETF) investing in European collateralised loan obligations (CLOs), extending its Active ETF…
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BlackRock expands access to systematic active investing
BlackRock today announced the launch of the iShares World Thematic Rotation Active UCITS ETF (THRW), an actively managed core thematic global equity…
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Mid cap companies occupy unique position in investment landscape
Sagar Thanki, Co-Portfolio Manager of the Guinness Global Quality Mid Cap Fund, comments on the opportunities in the global mid-cap market. The prevailing…
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What’s behind Buffett’s billion-dollar Japan bet?
In March this year, Warren Buffett’s Berkshire Hathaway announced it would pay $1.8 billion to take a 2.49% stake in Tokio Marine,…
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Fidelity remains constructive on equities for H2
Global markets have shown remarkable resilience in the face of geopolitical turmoil, rising energy prices and increasing inflation concerns, according to Fidelity International’s (“Fidelity”) Mid-Year…
