Cristian Angeloni

1 week ago | investmentweek.co.uk | Cristian Angeloni

Of course, there have been several look-backs to what has defined the 47th US president's first few months, from tariffs to federal job cuts; X and Tesla boss Elon Musk's political foray; more tariffs; the Supreme and federal courts blocking a lot of measures passed by the Trump administration; more tariffs; attempts to reach a peace deal between Russia and Ukraine and, you guessed it, more tariffs.

2 weeks ago | investmentweek.co.uk | Cristian Angeloni

The regulator had already extended the expected timeline for a policy statement for the sector twice – first to Q2 2025, then indefinitely – as the implementation of SDR, and related labels especially, proved trickier among asset managers and more difficult than expected.

2 weeks ago | investmentweek.co.uk | Cristian Angeloni

According to the central bank, US tariffs will lead to a "slowdown in overseas economies and to a decline in domestic corporate profits", however it noted there will be "accommodative financial conditions" to provide support. Following this, the BoJ forecast the country's economic growth rate to rise as overseas economies return to a moderate growth path.

2 weeks ago | investmentweek.co.uk | Cristian Angeloni

Instead, the regulator will publish a "small number" of market reports, which will include communications relevant to different types of firms and insights from its supervisory work. As part of its simplification push, the FCA said it will make it easier for firms to find up-to-date supervisor communications on its website by "retiring historical portfolio and ‘Dear CEO' letters", with a few exceptions.

2 weeks ago | investmentweek.co.uk | Cristian Angeloni

This was because, unusually, the negative correlation between equities and bonds reversed and both assets began falling at the same time. However, claims that the events of 2022 marked the 'death' of such a longstanding model were an "exaggeration", according to James Klempster, deputy head of the Liontrust multi-asset team.