Trump delays 50% tariff escalation on Europe
Negotiations were extended until 9th July after a call with European Commission President Ursula von der Leyen over the weekend
Geopolitics
-
-
Wealth manager Q&A with Nick French: ‘We need to find new ways to connect’
As technology has transformed how we absorb and react to information and market developments, Wealthtime’s commercial director says advisers must prioritise engaging the next generation of wealth
-
RSMR’s Rayner: Is now the time to make active management great again?
CEO questions whether it’s time for investors to ‘broaden their outlook on developed markets’
-
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
-
Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
-
Square Mile’s Fund Selector: IA Sterling Strategic Bond funds to watch
Eduardo Sánchez, associate research director – fixed income, alternatives and multi-asset, checks out the top performers and compelling newcomers
-
How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
-
Avoiding market frights this Halloween
Tensions in China and a close election in the US could quash investor sentiment
-
The end of the peace dividend: Preparing for higher defence spending
Governments are upping their defence budgets as geopolitics become ever more problematic, writes FundCalibre’s Darius McDermott
-
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
-
Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election