Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
macro
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Markets on a knife-edge as tariff headlines prompt wild swings and Treasury yields jump
Speculation mounting that Federal Reserve chair Jerome Powell will be compelled to take some action
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
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US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
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Diversification: The cornerstone of resilient multi-asset portfolios
Building a resilient multi-asset portfolio requires looking beyond simple allocations, writes Aviva Investors’ Smera Ashraf
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Evelyn Partners to put on MPS roadshow for advisers
Seven stops spread around the country taking place in May and June this year
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Bank of America: Cash allocations at 15-year lows
The bank said this reflects the fact investors remain bullish despite tariff concerns
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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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Lombard Odier Investment Managers launches global macro strategy
DOM Global Macro joined last April from Credit Suisse
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Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
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Gilt holdings drop £123m as private investors look elsewhere
Numbers from Lubbock Fine showed holdings dropped from £3.38bn to £3.26bn
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Premier Miton’s Williams: 2025 will be a lot more volatile
Williams noted 2024 has been ‘a relatively good year’ for investors