Frank Talbot

London

Head of Investment Research at Citywire

Investment Analyst....my views are my own etc etc. Murray fan.

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Articles

Le graphique de la semaine : la chute du dollar pourrait se poursuivre

1 week ago | citywire.com | Frank Talbot

La valeur du dollar américain s’est effondrée en 2025, l’indice du dollar américain (DXY) ayant chuté de 8,8% depuis son récent pic du 14 janvier 2025. Cette baisse a aggravé les pertes subies par les actions américaines au cours de cette période - le S&P 500 ayant perdu 4,7% depuis le début de l’année. Déjà inscrit(e)? Conseillez-vous ou gérez-vous personnellement des investissements pour des clients ?
Dollar dive could have further to go

1 week ago | citywire.com | Frank Talbot

The value of the US Dollar has collapsed in 2025, with the US Dollar Index (DXY) falling 8.8% since its recent 14 January 2025 peak. This slide has compounded the losses sustained by US equities over that time – with the S&P 500 shedding 4.7% year-to-date. Already have an account? Do you personally advise on or manage investments for clients?
Gold’s record high makes it the ‘consensus contrarian’ bet

2 weeks ago | citywire.com | Frank Talbot

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Gold’s record high makes it the ‘consensus contrarian’ bet

2 weeks ago | citywire.com | Frank Talbot

The ensuing trade war has left few havens for investors. But one that stands out more than any other has been gold, which hit a record high of $3,500 per troy ounce last week. It has offered some of the only negatively correlated returns among major asset classes and has been a foil for falling equities. Already have an account? Do you personally advise on or manage investments for clients?
Récord de entradas para los ETF europeos de renta variable

1 month ago | citywire.com | Frank Talbot |Maddalena Liccione |Diego Montes |Carlos de Fuenmayor

Marzo registró la mayor entrada de capital en ETF europeos de la historia, con 4.900 millones de euros destinados a ETF mixtos de gran capitalización europeos. Este es el segundo mes consecutivo en que el sector bate su récord de flujos tras la entrada masiva de 3.000 millones de euros en ETFs en febrero. ¿Ya tienes una cuenta? ¿Asesoras o gestionas las inversiones de clientes personalmente?
Le graphique de la semaine : flux record vers les ETF d'actions européennes depuis deux mois consécutifs

1 month ago | citywire.com | Frank Talbot

Le mois de mars a été marqué par l’afflux le plus important jamais enregistré dans les fonds négociés en bourse (ETF) d’actions européennes, avec 4,9 milliards d’euros investis dans des ETF de grandes capitalisations européennes. C’est le deuxième mois consécutif que le secteur bat son record de flux après l’afflux de 3 milliards d’euros dans les ETF en février. Déjà inscrit(e)? Conseillez-vous ou gérez-vous personnellement des investissements pour des clients ?
Record flows into European equity ETFs for back-to-back months

1 month ago | citywire.com | Frank Talbot

March had the biggest inflow into European equity exchange-traded funds (ETFs) on record, with €4.9bn going into Europe large-cap blend ETFs. This is the second consecutive month that the sector has broken its flow record after €3bn flooded into ETFs in February. Already have an account? Do you personally advise on or manage investments for clients?
AQR sets record straight on ‘magical’ buffer ETFs

1 month ago | citywire.com | Frank Talbot |Nour Azhar |Victoria Bell |James Connor

In a volatile market that’s increasingly becoming saturated with sophisticated-sounding products, buffer ETFs have become an alluring illusion offering investors a false sense of security, according to AQR Capital Management. The New York-based investment manager’s research warned that investors piling into the $234bn universe of options-related strategies were likely heading for ‘disappointment’. ‘To be blunt, these buffered funds are a marketing success.
‘He lit up a room with his warmth’: Amber River’s James Brunning dies

1 month ago | citywire.com | Frank Talbot |Victoria Bell |James Connor

Amber River has announced its CEO for East Anglia James Brunning has died after a short illness. Brunning, described as a ‘well-respected and highly regarded member of the advice community’, died on 30 March. He leaves behind his wife Tabitha and family. Brunning, or Bruno - an affectionate nickname given to him by colleagues, joined Amber River East Anglia as managing director in March 2023, before becoming CEO.
Fundsmith leads underperforming UK fund giants

1 month ago | citywire.com | Daniel Grote |Frank Talbot |Sophie Downes |Natalia Vasnier

Citywire has created a directory of the 103 biggest and fastest-growing funds whose performance really matters to most portfolios. Explore the directory here. Equity funds make up the biggest slice of our list of most important funds in the UK with 59 entries. They also have the most assets with £406.7bn – more than half of the assets under management in the directory. Already have an account? Do you personally advise on or manage investments for clients?