uncertainty
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Five stocks that could benefit from a warming world
As record-breaking temperatures become more common around the world, investors are increasingly looking at the companies positioned to benefit from a hotter…
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Tech bounces, oil declines but Europe deals with fresh energy shock
Susannah Streeter, Chief Investment Strategist at Wealth Club, shares a market report, with one energy shock replacing another for Europe as extreme…
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How AI, GLP-1s and de-globalisation are reshaping growth, value and quality
AI, GLP-1s and de-globalisation are reshaping sector dynamics and challenging traditional growth, value and quality classifications. Christopher Lees, Senior Fund Manager of…
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Aegon: The UK IPO market on Brexit anniversary
On the anniversary of Brexit this week, Neil Goddin, Head of Equities at Aegon Asset Management, shares his insights on the state…
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The quiet revolution that has made emerging markets an AI play
From commodities to compute, Robert James, portfolio manager, TT International’s emerging markets equity strategies, shares his insights on emerging markets. There is…
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HSBC Asset Management 2026 mid-year outlook
As we look forward to the second half of 2026, a growing disconnect has emerged between a challenging global economic environment and…
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Investors who backed Spain over England would now be £10k better off
After England failed to find the net against Ghana, fans may be wondering whether the Three Lions can go all the way…
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Are you paying hedge fund prices for equity beta in disguise?
Kevin Gray, Chief Investment Officer at Fortem Capital, shares his insights on how many discretionary equity long/short funds deliver returns driven largely…
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Podcast #177: The importance of succession planning, with Hoxton Wealth’s Chris Ball
In this week’s episode of IFA Talk, we’re diving into the topic of succession planning, which is one of the most important…
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PIMFA issues non-financial misconduct guidance
PIMFA, the trade association representing wealth managers and financial advisers across the UK, today publishes new guidance to help member firms navigate…
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Friction threatens to derail private market democratisation
In this exclusive article, Chloe Mercer, co-founder and COO of Private Markets Alpha, shares her expert insights on friction risks in private…
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Chips slammed in early plunge
In what appears to be a leadership test after months of gains, chip stocks plunged early ahead of Micron’s earnings tomorrow. News…
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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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Brexit at 10: A slower growth economy, not a broken one
Ten years on from the referendum, Brexit appears to have contributed to a slower-growth, lower-investment and lower-productivity economy, even if it did…
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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…
