Stories of the week: US tariffs, global markets and Rachel Reeves

Wealth managers reduce exposure to US assets; AllianceBernstein secures two SDR labels; Pennon Group most shorted UK stock

clock • 1 min read

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Partner Insight: Are investors looking for an AI bubble in the wrong place?

Partner Insight: Are investors looking for an AI bubble in the wrong place?

As the AI industry expands rapidly, Vaughan Nelson thinks we should be wary of booms in narrower parts of the AI ecosystem.

Vaughan Nelson, Natixis Investment Managers
clock 08 October 2026 • 9 min read
Peel Hunt selects SJP, Rathbones and IntegraFin as top wealth stocks

Peel Hunt selects SJP, Rathbones and IntegraFin as top wealth stocks

Asset & Wealth Management outlook

Patrick Brusnahan
clock 07 October 2026 • 2 min read
Partner Insight: Digging into the investment case for copper

Partner Insight: Digging into the investment case for copper

Copper prices have risen sharply in recent months, but a combination of geopolitical and broader macroeconomic themes have left the near-term pricing outlook uncertain. At the same time, structural demand remains robust and supply is increasingly challenged. James Richards and Oliver Hextall discuss their conviction in the long-term investment case for copper, and emphasise the importance of remaining selective.

James Richards and Oliver Hextal - Co-Portfolio Managers, Fidelity Transition Materials Fund
clock 07 October 2026 • 4 min read
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