Economy
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Liberation Day, one year on: a lesson in active management
One year after Donald Trump’s ‘Liberation Day’ tariffs sent shockwaves through markets, threatening to lift US tariff rates from 2.5% to as…
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Trump talk pushes oil down, but markets remain unsettled
Susannah Streeter, chief investment strategist at Wealth Club, explores how signs of possible US intervention have taken some of the pressure off…
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How higher energy prices may impact portfolios
Frank Talbot, Head of Investment Research at Albemarle Street Partners, explores how sustained elevated energy prices could shape markets and portfolio strategy. Key…
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FTSE holds above 10,000 as oil resumes its climb above $100
Derren Nathan, Head of Equity Research at Hargreaves Lansdown, comments on cautious market sentiment as investors look for clearer signs of de-escalation…
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Stocks rise on Middle East optimism
Matt Britzman, senior equity analyst at Hargreaves Lansdown, looks at how improving sentiment around the Middle East is lifting global equity markets,…
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Industry professionals react as February inflation data shows domestic pressures firming even before oil shock
The latest UK inflation figures already look dated, capturing a February backdrop that has since been overtaken by a sharp deterioration in…
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PIMCO’s latest Cyclical Outlook – Layered uncertainty: Conflict, credit stress, and AI
Tiffany Wilding, Economist, and Andrew Balls, CIO Global Fixed Income at PIMCO, examine how a more uncertain and fragmented global backdrop is…
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Market report: stocks whipsaw, oil pares on Iran resolution hopes
Emma Wall, Chief Investment Strategist at Hargreaves Lansdown, looks at how markets reacted to the latest twist in Middle East tensions, as…
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Stockmarkets surge and oil plummets as dramatic intervention from Trump offers conflicting narratives
With uncertainty and geopolitical news driving increased market volatility in recent days, today’s early red screens have turned green as markets respond…
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Iran conflict: Market pressures will not unwind quickly despite Trump’s pause
Patience and discipline remain essential for investors, says Rathbones’ John Wyn Evans, Head of Market AnalysisMarkets drifting lower day‑by‑day in absence of…
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