Ernst Knacke: The dark before the dawn
Head of research at Shard Capital Ernst Knacke encourages investors to remain vigilant as US recession risks surge
US equities
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Morningstar: UK multi-asset funds double US equities exposure in eight years
UK equities exposure has plummeted
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WisdomTree: Coinbase S&P 500 listing confirms crypto’s place in ‘inner sanctum’
Firm met and exceeded the stringent S&P 500 entry criteria
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Charles Schwab rolls out thematic investing service in the UK
45 curated thematic areas
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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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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 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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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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Calastone: Investors pull record £3.5bn from UK equities in Q1
While UK equity funds posted their worst ever quarter for net flows
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Trump’s Liberation Day: How to TILT-proof your portfolio
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
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One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs