Charles Schwab rolls out thematic investing service in the UK
45 curated thematic areas
Equities
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Aberdeen: Overlooked mid-caps could be ‘attractive sweet spot’
Trading at record low valuations compared with large firms
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Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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Eyes on AI as investors look for clues on market recovery
Sentiment on the tech giants will be important in gauging the market’s direction
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Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
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Advice clients demanding broader direct investment access
Rathbones research found increased demand for ETFs, investment trusts, equities, bonds and private markets
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Evelyn Partners’ MPS exits L&G and Artemis corporate bond funds to buy Gilts
On the equities side, the MPS has trimmed down UK exposure
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Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
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Stocks surge and yields stabilise as Trump tariffs paused
Global investors enthusiastically welcomed a 90 day pause in US reciprocal tariffs
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Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
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Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
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One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs