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’
geopolitics
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German election result brings prospect of a ‘business-friendly’ coalition
Friedrich Merz is set to become Germany’s chancellor after the Christian Democrats won the largest share of the Bundestag
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Gold heading for fresh highs as inflation and tariff fears rise
Central banks have been acquiring more
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Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
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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
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Trium: Why geopolitics will keep pushing gold prices higher
The gold rally shows no signs of slowing as banks around the globe continue to ramp up buying, writes Tom Roderick
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Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
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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
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Premier Miton’s Rayner: Underestimate the persistency of trends at your peril
A ‘range of dynamics’ including geopolitical conflict are in play
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Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
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Square Mile: Income-related funds lose appeal
Havelock London leads for most-searched fund group and individual active fund
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Quilter WealthSelect managers highlight ‘no landing’ scenario concerns
MPS managers have paused adding to their fixed income allocation over fears sticky inflation could delay rate cuts