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Guest insight: Artemisโ Andy Gray identifies three overlooked opportunities blooming into tomorrowโs 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 Chinaโs strategic pivot
Iain Cunningham, Head of Multi-Asset Growth at Ninety One, explores Chinaโs 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 Wealthโs Nicolรฒ Bragazza
This week on theย IFA Talkย podcast, hosts Matt and Sue tackle one of the most significant developments shaking global marketsโTrumpโs 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%โbelow both the previous monthโs…
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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 bondsโ AJ Bell’s Laura Suter looks at the detail
NS&I has relaunched its one- and five-year British Savings Bonds with improved rates, offeringโfor the first time in over 15 yearsโa choice…
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State Street Markets: Markets have shifted, but whatโs 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 8ย indexed ETFs, the Franklin S&P 500 Screened UCITS ETFย and the Franklin S&P World…
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Square Mile: Income returns as most researched investment outcome among advisers
Square Mileโs 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…
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Retail investors go digital while confirming the key role of professional advice
Amundi has published a survey assessing how digitally engaged retail investors are: from holding investments on digital platforms to using digital sources…
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PIMCO: Policy volatility and market implications
Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era. Thereโs an adage that there are…
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Quilter Cheviot: Tech tariff rollercoaster at least shows the industry is a special case
Ben Barringer, global technology analyst at Quilter Cheviot, explores the latest volatility in US tech tariffs, highlighting the shifting policy landscape under…
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American Century Investments’ Q2 outlook: Uncertainty presents investors opportunities
In its second quarter investment outlook, American Century Investments offers insights on opportunities in a season dominated by policy and market uncertainty…
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I&P Podcast #12: How advisers can demonstrate true value in protection with Shelley Read of Royal London
In this month’s special ‘Insurance & Protection’ episode of IFA Talk, Matt and Sue are diving into a topic that sits at…