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1 week ago | 
wealthdfm.com | Matt Williams
Gold prices have pulled back from last week’s highs, as market sentiment improves following tariff exemptions on select Chinese tech products. While the full details are still pending, this development could signal a temporary truce in the ongoing trade conflict between the world’s two largest economies.
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1 week ago | 
ifamagazine.com | Matt Williams
Evelyn Partners made no changes to the overall mix between equities, bonds and alternatives in its Core Managed Portfolio Service April rebalance, but there were changes within the bond and equity allocations. Lead Portfolio Manager James Burns said, “The changes within the bond portion saw a new position initiated in longer-dated UK gilts through Vanguard UK Government Bond Index.
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1 week ago | 
wealthdfm.com | Matt Williams
Evelyn Partners made no changes to the overall mix between equities, bonds and alternatives in its Core Managed Portfolio Service April rebalance, but there were changes within the bond and equity allocations. Lead Portfolio Manager James Burns said: ‘The changes within the bond portion saw a new position initiated in longer-dated UK gilts through Vanguard UK Government Bond Index.
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1 week ago | 
wealthdfm.com | Matt Williams
The current situation is unusually difficult to model, and that reinforces the first principles of investment: know your objectives, diversify and rebalance. At the start of last week, the VIX Index of stock market volatility, a key indicator of investors’ uncertainty, hit levels unseen outside of the Global Financial Crisis (GFC) and the Covid-19 pandemic.
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1 week ago | 
wealthdfm.com | Matt Williams
Michael Metcalfe, Head of Macro Strategy, State Street Markets, has provided the following 2025 market outlook, ‘Market Signals and Shifts’, which identifies a number of pressing questions, the answers to which would shape global financial markets this year. But in just three months, the market’s conviction, as captured in concentrated positions in risk and US assets, has quickly evaporated in the face of policy and economic uncertainty.
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1 week ago | 
wealthdfm.com | Matt Williams
Benoit Anne, Senior Managing Director – Strategy and Insights Group of MFS Investment Management has shared his thoughts on a range of key topics. The market symptoms of a confidence shock – It is rather uncommon to see a triangular market correction, namely that the treasury bond market, the equity market and finally the currency market of a given country would all sell off at the same time. But it does happen on occasions.
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1 week ago | 
wealthdfm.com | Matt Williams
Square Mile’s quarterly Market Intelligence Report published today reveals that advisers were increasingly researching funds with the potential to deliver income over the first quarter of 2025. Searches for income-related strategies accounted for 42.3% of all views, an increase of nearly five percentage points on Q4 2024, pushing capital accumulation to second place with a 38.5% share.
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1 week ago | 
wealthdfm.com | Matt Williams
Franklin Templeton announces the launch of two new article 8 indexed ETFs, the Franklin S&P 500 Screened UCITS ETF and the Franklin S&P World Screened UCITS ETF. This offering is a further addition to the suite of index tracking ETFs in the Franklin Templeton ETF range and brings the total number of UCITS ETFs classified as either article 8 or 9 to 17.
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1 week ago | 
ifamagazine.com | Matt Williams
Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era. There’s an adage that there are decades when nothing happens and weeks when decades happen. The past several days have demonstrated that point. The U.S. on 2 April unveiled the most significant tariffs in almost a century, deepening a rout in U.S. stocks. By 9 April, just as broad-based tariffs took effect, the U.S. 30-year bond yield surged amid a sell-off in the Treasury market.
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1 week ago | 
wealthdfm.com | Matt Williams
Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era. There’s an adage that there are decades when nothing happens and weeks when decades happen. The past several days have demonstrated that point. The U.S. on 2 April unveiled the most significant tariffs in almost a century, deepening a rout in U.S. stocks. By 9 April, just as broad-based tariffs took effect, the U.S. 30-year bond yield surged amid a sell-off in the Treasury market.
