Markets were mixed amid renewed inflation pressures, with central banks holding or raising interest rates.
AI concentration risks are rising as financial and commercial interdependence between major players amplifies exposure across equities, credit and infrastructure valuations.
The transition from UK PRIIPs KIDs to the new Consumer Composite Investments (CCI) Product Summary brings significant changes for product manufacturers. The new Product Summary is designed to provide consumers with clearer, more accessible information about investment objectives, risks, costs and potential performance. Behind this simplified document sits a complex regulatory framework, with over 100 requirements to consider.
Markets continue their ascent, but volatility is increasing. Markets are continuing to take a long view of current geopolitical shocks, with attention focused on earnings. The June SpaceX listing captured a euphoric mood when investor enthusiasm briefly outran fundamentals, although subsequent corrections suggest a return to greater sobriety.
Markets trend higher, with volatility increasingly short-lived rather than sustained. Investors are reacting quickly to news and Presidential tweets, e.g. on/off peace talks, but revert to underlying trends supported by earnings and momentum. US underlying growth is strong. Central-bank path pricing is “higher for longer.” Broad productivity is consistent with growth but mid-cap pricing is subdued.
Our Managing Director Martyn Dorey sits down with Rebecca Booth to explore her fascinating journey from the creative industries to the heights of corporate governance in the hedge fund world.
Rebecca shares her unique perspective on Practical Idealism – the art of turning bold ideas into real-world impact.
In this episode of Dorey FinTalk, we sit down with visionary Marc Winn to explore one of his latest ideas: building a tunnel to Bréhon Tower.
Marc breaks down why the islands need to embrace radical infrastructure, rethink connectivity and stop being afraid of “impossible” projects.
Sally shares stories from her career, including working with individuals before they became high profile names. They explore what we can learn from the spaces we work in, how personality profiling can shape better teams, why feeling content at work truly matters, and how flexibility can unlock greater productivity.
Global equities are buoyant, with industrials lifted by defence and infrastructure demand. Financials gain from credit quality, revived deal‑making, and investments into private markets. Gold outpaced major indices. Mega-cap AI techs continue to drive gains in the S&P 500, but other sectors are strengthening.
Global equities are buoyant, with industrials lifted by defence and infrastructure demand. Financials gain from credit quality, revived deal‑making, and investments into private markets. Gold outpaced major indices. Mega-cap AI techs continue to drive gains in the S&P 500, but other sectors are strengthening.
Higher risk: Trump trade war puts the global economy at a knife edge.