Generation next with Georgie Flowers: Question the obvious
Investment research is an inherently creative process, says the Sarasin Partners equity analyst, while value and opportunity are often found outside the usual channels
Tariffs
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US court blocks Trump’s tariff plans
It ruled the president had overstepped in using emergency powers to fast track trade policy, which he has already filed an appeal against
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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
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Flight to safety: What are the prospects for traditional ‘safe havens’?
Following equity and bond market volatility in April, what are the prospects for traditional ‘safe haven’ assets?
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High GDP growth exceeds expectations, but experts warn of slowdown
The UK economy grew 0.7% in the first quarter after a period of stagnation, yet Trump’s tariffs and Reeve’s tax hikes could unravel investors’ optimism
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FundCalibre: Investing in the new Europe
The investment case for Europe has fundamentally changed after pivoting exports away from the US and building a more self-reliant economy
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Markets rise on US/China tariff breakthrough
Both sides have cut tariffs for a 90-day period – but there is still work to be done to reach formal agreement
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Fed defies Trump to keep rates unchanged
Commentators say Fed has made right decision due to uncertainty created by Trump’s tariffs
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UK investors pull net £1.24bn from bond funds in April amid market storm
North American equity funds attracted £1.5bn as investors ‘bought the dip’ amid tariff turmoil, according to Calastone
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FTSE 250 recovers from Liberation day sell-off
But further market turbulence remains likely
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Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
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Aberdeen: Six key repercussions of Trump’s tariffs
Aberdeen Investments’ chief economist Paul Diggle looks through the noise of recent weeks