Premier Miton’s Birrell discusses risks of ‘benign’ market
Neil Birrell talks market complacency and bond exposure
PA Analysis
-
-
Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error
-
Crisis point: Concerns grow over mounting government debt levels
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
-
One year of Consumer Duty: Industry grapples with advice gap amid added requirements
Research from the lang cat and Octopus Money shows move away from smaller clients
-
Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
How CapEx from the Magnificent Seven is shaping markets
-
Fidelity’s Marcel Stötzel: What the next steps are for tech innovation
Stötzel talks tech, interest rates and innovation cycles
-
Can we expect broader consolidation among investment trusts?
The investment trust sector is increasingly willing to take difficult choices to deliver shareholder value
-
What will the French election result mean for financial markets?
Potential for broader political instability across Europe
-
How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry ponders effect of Labour majority on UK equities and gilts
-
Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers
-
Could the UK small-cap revival be a ‘self-perpetuating cycle’?
Appetite for UK smaller companies has improved, but risks remain
-
Can the ‘tentative’ small-cap recovery continue?
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently
