Opinion

Friday Briefing: No Fed rate cuts this year

Markets

Friday Briefing: No Fed rate cuts this year

Friday Briefing

clock 12 May 2025 • 5 min read
Square Mile's Scott Spencer: It is time to take another look at the UK

UK

Square Mile's Scott Spencer: It is time to take another look at the UK

Pro-growth agenda

clock 09 May 2025 • 4 min read
Killik & Co's Andrius Makin: What portfolio managers need to see in SDR pause

Regulation

Killik & Co's Andrius Makin: What portfolio managers need to see in SDR pause

Regulations cannot progress

clock 08 May 2025 • 4 min read
Hargreaves Lansdown's Derren Nathan: An earnings season different from all others

Markets

Hargreaves Lansdown's Derren Nathan: An earnings season different from all others

Companies have missed opportunity to lower expectations bar

clock 07 May 2025 • 3 min read
Sanford DeLand AM's Keith Ashworth-Lord: Postcard from Omaha

Companies

Sanford DeLand AM's Keith Ashworth-Lord: Postcard from Omaha

'Classic Buffett' stuns at AGM

clock 06 May 2025 • 3 min read
Friday Briefing: Beyond the first 100 days

Markets

Friday Briefing: Beyond the first 100 days

Tariffs, cuts, and more tariffs

clock 06 May 2025 • 5 min read
FundCalibre's Juliet Schooling Latter: 'The global fund doing things differently – with great results'

Funds

FundCalibre's Juliet Schooling Latter: 'The global fund doing things differently – with great results'

Differentiation essential

clock 02 May 2025 • 5 min read
EFG International's GianLuigi Mandruzzato: Trump interference with Fed independence will have serious consequences

US

EFG International's GianLuigi Mandruzzato: Trump interference with Fed independence will have serious consequences

Risk to markets

clock 01 May 2025 • 4 min read
Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

Investment

Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

'Conventional diversification no longer provides adequate protection'

clock 30 April 2025 • 4 min read
Van Lanschot Kempen's Lampros Smailis: DeepSeek and you shall find opportunities in AI infrastructure

Technology

Van Lanschot Kempen's Lampros Smailis: DeepSeek and you shall find opportunities in AI infrastructure

'AI will become more efficient'

clock 29 April 2025 • 4 min read
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