Economy
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Setting up for a Santa rally?Canaccord Wealth’s Hibbert looks ahead to Central Bank announcements
Equities were mostly rangebound in the first week of December, but the positive sentiment that has propelled markets through the year has…
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Fidelity’s Market Week: Jemma Slingo comments on rising rate-cut expectations as investors eye a big December finish
Rising expectations of a December Fed rate cut are giving global equities a late-year lift as Japan’s shift away from negative rates…
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AIC fund manager poll: Emerging Markets tipped for the top in 2026
According to the annual fund manager poll conducted by the Association of Investment Companies (AIC), emerging markets are predicted to be the best performing region next…
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Columbia Threadneedle: Can we now move on from the UK budget?
In his weekly macroeconomic review Anthony Willis, Senior Economist at Columbia Threadneedle Investments, is reflecting on last week’s Budget whilst also looking ahead to whether we might see a…
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2026 market outlook: RLAM’s Trevor Greetham and Dynamic Planner’s Abhi Chatterjee on risks, opportunities and what comes next
Dynamic Planner, the UK’s leading digital advice platform has shared key discussion points from a joint investment outlook between Royal London Asset Management’s…
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Autumn Budget 2025 macro & markets analysis: A “bucket budget” that doesn’t hold water
As expected, the Chancellor has unveiled a wave of tax measures aimed at raising £26bn by 2030, but these could weigh on…
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Pre-Budget insight: More2Life highlights potential tax and later-life impacts
Ahead of tomorrow’s Budget, Dave Harris, CEO of more2life, highlights potential tax and financial pressures that could affect older clients. Advisers are…
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Fidelity’s Market Week: Sentiment steadies, Black Friday shows resilient US consumers, and focus shifts to the Budget
A modest market correction has reminded investors that short-term volatility is a normal feature of long bull runs. This week, Tom Stevenson…
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Fidelity’s Salman Ahmed: Risk-on for 2026 with emerging markets a top conviction call
The environment heading into 2026 is constructive for risk assets, according to Fidelity’s International’s (“Fidelity”) 2026 investment outlook, ‘The Age of Alpha’. Fidelity…
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Another pre-Budget blow for the chancellor as borrowing higher than expected in October
UK government borrowing reached £17.4 billion in October—£3 billion above the OBR’s forecast—and totals £116.8 billion so far this financial year. AJ…

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