Independent coverage of UK markets, FCA policy and institutional trading
As longtime advisors and investors know, sometimes it’s not enough to simply keep an eye on what ETFs are currently available on the market. In fact, it’s oftentimes crucial to monitor the funds that …
Concentration risk may have been overshadowed by major geopolitical events this year, but it hasn’t gone away. Indeed, the big AI hyperscalers remain a significant part of portfolios, but with that co…
Ever since tensions ratcheted up in the Middle East earlier this year, inflation has resurfaced as a primary concern for advisors and investors alike. As such, every monthly Consumer Price Index (CPI)…
US stock markets slid sharply Friday as President Trump announced plans for a "massive increase" in tariffs on Chinese imports. Investors woke up to a sudden drop, breaking the months-long calm in the…
BRASILIA, July 15 (Reuters) – Services activity in Brazil fell 0.4% in May from April on a seasonally adjusted basis, government statistics agency IBGE said on Wednesday, missing economists’ expe…
Investor demand for AI chip manufacturers has surged this year. The industry is expected to reach revenues of $1.3 trillion in 2026, according to Yahoo Finance, driven by a global AI infrastructure bu…
We take the push of a button for granted. A tap on a smartphone’s tempered, touch-sensitive glass can summon a product, start a conversation with AI, or set a global logistics network in motion. For m…
The big rally in small caps has the Russell 2000 easily outpacing the S&P 500 this year. While large-cap tech titans dominate the headlines, small companies have been quietly making noise with investo…
Canada’s housing market is showing growing signs of recovery following a challenging winter and spring amid high economic uncertainty from the global trade war.
As we move into the summer months, the U.S. economy and financial markets continue to demonstrate resilience. Corporate earnings have generally exceeded expectations, consumer spending remains healthy…
A number of stocks fell in the afternoon session after the February jobs report revealed an unexpected contraction in employment, with the healthcare industry showing significant job losses.
The race to zero defined a generation of product strategy, and index funds built on dirt-cheap beta became the dominant force in asset management. That playbook still works, but it no longer tells the…
Trade tariffs and related uncertainty contributed to strong fluctuations in economic activity during the first half of 2025, with frontloading of activity, especially in Ireland. The unwinding of thes…
Norges Bank’s Monetary Policy and Financial Stability Committee decided to keep the policy rate unchanged at 4.5% at its meeting on 18 September. Based on the Committee’s current assessment of the out…
China's economy grew at a faster-than-expected rate in the second quarter, keeping the country on track to meet its full-year target of 5% and easing some pressure on policymakers to step up stimulus …
The miss against forecasts underscores how the Iran-linked oil shock is now compounding, rather than merely coinciding with, China's long-running property downturn, adding a fresh external drag to an …
Even with the Warner Bros. Discovery (WBD) acquisition out of its hair — leaving Paramount Skydance (PSKY) to hold the bag — Netflix, Inc. (NFLX) is struggling this year.
State Street Investment Management is turning positive on healthcare stocks after nearly a year of caution. The firm’s Q3 2026 sector outlook upgraded healthcare from neutral to positive. That marks t…
In our view, the second quarter was defined by strong but uneven US equity performance. The S&P 500 delivered a solid rebound in April, posting its best monthly gain since November 2020 and moving to …
API Report: US Crude Oil Inventories Fall by 8.33 Million Barrels, Missing Market Forecasts
The 2026 war with Iran has created an array of geopolitical consequences — some of which have directly impacted investor portfolios. Foremost among these is weakening growth expectations, which have p…
Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically…
The once obscure CLO ETF market has officially broken out of its niche shell and entered a new phase of growth. Heading into 2026, total global assets quickly topped $35 billion and have now surged pa…
Financial markets are once again being driven by the same dominant theme: inflation and what it means for Federal Reserve policy. The latest twist in that story comes once again from crude oil, where …