LTAFs Will Get an ISA Boost As long-term asset funds widen access to private markets, these are the important considerations for new investors. Evangelia Gkeka
Where Should Investors Look Next Among Economic Mixed Messages? Kunal Kapoor, CFA, Philip Straehl, Preston Caldwell, and Toby Moerschen
London Stock Exchange Earnings: Further Acceleration of Data and Analytics Expected Niklas Kammer, CFA
Apple Earnings: Strong iPhone Beat Brings Our Valuation Up and Tariff Costs Prove Light for Now William Kerwin, CFA
Unilever Earnings: Solid Developed Market Performance Offsets Emerging Market Weakness Diana Radu, CFA
Microsoft Earnings: We Were Wrong When We Thought Last Quarter Would Be Hard to Top Dan Romanoff, CPA
British American Tobacco Earnings: Raising Fair Value on More Positive Outlook We were encouraged to see the US combustibles business return to growth. Kristoffer Inton
LTAFs Will Get an ISA Boost, but New Investors Should Do Their Homework As long-term asset funds widen access to private markets, these are the important considerations for new investors. Evangelia Gkeka
Eurozone Inflation Stable at 2% Both headline and core inflation were above economists’ forecasts for the euro area. Sara Silano
Where Should Investors Look Next Among Economic Mixed Messages? Kunal Kapoor, CFA, Philip Straehl, Preston Caldwell, and Toby Moerschen
The US Fed Tees Up a September Rate Cut, but Will it Happen? Powell sounds hawkish on inflation, but we still see two rate cuts in 2025. Preston Caldwell
Where Should Investors Look Next Among Economic Mixed Messages? Kunal Kapoor, CFA, Philip Straehl, Preston Caldwell, and Toby Moerschen
Global ESG Fund Flows Rebound in Q2 2025 Despite ESG Backlash and Geopolitical Uncertainty Hortense Bioy