Why growth investors are turning to Europe
Investors have pivoted away from the US in favour of Europe’s boosted defence spending, rapid rate cuts, and a more appealing growth outlook
Author: Portfolio Adviser
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Ernst Knacke: The dark before the dawn
Head of research at Shard Capital Ernst Knacke encourages investors to remain vigilant as US recession risks surge
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Mirova and Thematics AM to merge
Mirova and Thematics Asset Management have announced a strategic merger, expected to close in Q4 of 2025
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AXA IM: Bonds re-priced amid uncertainty but will be attractive longer term
Fixed income may have fluctuated, but several drivers make bonds a worthwhile investment over the medium term, writes Chris Iggo
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Tradu: Abolishing share tax is crucial for the UK economy
Dispensing of share tax would reinvigorate UK retail investment and radically transform its underperforming equity markets, writes Brendan Callan
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UK borrowing up £2.3bn higher than expected
It rose to £20.2bn in April, overshooting the £17.9bn estimate set by economists beforehand
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The European stockmarkets hitting the high notes
Europe is in the spotlight lately for more than just Eurovision– its markets are in high demand, but some regions outshine the others
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Consumer Duty: Wealth managers must do more to protect vulnerable customers
While good progress is being made by firms towards meeting Consumer Duty obligations, Natasha Bridgewater, wealth consultant at Simplify Consulting, says many wealth managers must do more to protect vulnerable customers
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Track to the Future – with Boutique Capital Partners’ Rodger Kennedy
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Elston Consulting: How much of a home bias should UK investors have?
UK-oriented investors have often been penalised for lacklustre returns, but a home bias may be a useful diversifier against US equities
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ARK Invest: Why cautious investors should be looking at infrastructure
Infrastructure has all the safe haven elements to make it an appealing investment for those looking to protect their portfolios
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Dynamic Planner’s Abhi Chatterjee: AI is a real game changer
The chief investment strategist says the advent of DeepSeek is directly challenging the established order of AI and transforming the running costs, too