Economy
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Recession probability has eased off with signs of stabilising growth
Nicolas Jullien, Global Head of Fixed Income at Candriam, outlines why easing recession risks and resilient growth are shaping a more selective…
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CGAM macro snapshot – three risks: Greenland, tariffs & new Fed chair
Emma Moriarty, Portfolio Manager at CG Asset Management, highlights three mounting macro risks linked to Greenland, tariffs and the choice of the…
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Inflation rises to 3.4%: experts on what it means for mortgages and homebuyers
UK inflation moved higher than expected in December, complicating the outlook for interest rates and adding fresh uncertainty for mortgage advisers, borrowers…
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December inflation surprise: experts assess the impact on advisers and clients
UK inflation surprised to the upside in December, giving the Bank of England’s policymakers fresh food for thought at the start of…
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Labour market still weak despite some positive notes
Danni Hewson, Head of Financial Analysis at AJ Bell, assesses a UK labour market still under strain as unemployment remains at a…
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Fidelity’s Market Week: Soaring precious metals show the cracks in investors’ optimism and geo-politics clouds an ongoing bull market
Tom Stevenson, Investment Director at Fidelity International, says the coming days will test whether markets can continue to shrug off a barrage…
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Greenland Tariffs: What happened, and how to position for the new Europe risk premium
Charu Chanana, Chief Investment Strategist at Saxo, assesses the market fallout from President Trump’s threat to impose tariffs on several European nations…
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Japan snap election: it’s not about fiscal dominance (yet)
Naomi Fink, Chief Global Strategist, examines whether Japan’s expected snap election truly signals a shift toward “fiscal dominance”. She argues that, despite…
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Geopolitical tensions are not going away
Raphael Olszyna-Marzys, International Economist at J. Safra Sarasin Sustainable Asset Management, examines how fresh geopolitical strains and political pressure on the Federal…
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The Aristotle List: 10 improbable but possible outcomes for 2026, by Paul Jackson
Paul Jackson, Global Market Strategist, EMEA at Invesco today releases his annual list of ten contrarian calls. With his “Aristotle List”, Jackson…
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