UK investors flee bond funds amid US Treasury turmoil May 7, 2025 UK investors sold £1.2bn of bond fund holdings throughout April, as US bond markets fell into turmoil over Trump’s tariffs. As Treasury yields spiked during the month over fears around the fiscal ability of the US, investors fled the asset class in droves, according to data from Calastone. At one point last month, analysts were [...]
Revealed: The 2025 City AM Awards Winners May 7, 2025 The winners of the 2025 City AM Awards were unveiled at a glittering ceremony in the heart of the Square Mile last night in front of 500 guests. The gongs were handed out on stage in the Guildhall, following a speech from former Bank of England Chief Economist Andy Haldane. City AM Editor-in-Chief, Christian May, [...]
Man Group stock price target downgraded on performance fee concerns May 1, 2025 Man Group’s share price target has been downgraded by City broker Peel Hunt over concerns that the investment manager could see performance fee returns plummet in 2025. In a trading update last month, Britain’s largest hedge fund revealed that its assets had dropped by $5.6bn (£4.2bn) in the first two weeks of April thanks to [...]
Force ISA savers to invest more in UK equities, Peel Hunt says May 1, 2025 ISA rules should be rewritten to force savers to invest into UK equities, a leading City investment bank has argued, claiming the move would be vital to rejuvenate London’s ailing capital markets. The cap on cash ISAs should be slashed from £20k to £5k to promote a transfer of savings into shares, according to a [...]
Jupiter: ‘Mixed update’ for asset manager amid market volatility April 24, 2025 Jupiter Fund Management saw assets fall by £1bn over the first three months of 2025, after funds were hit by investor withdrawals and market volatility. The stock price of the asset manager dipped two per cent this morning following the publication of what Investec described as “mixed” quarterly results. Analysts had been expecting Jupiter to [...]
City broker upgrades Boohoo shares to ‘Hold’ April 23, 2025 City broker Shore Capital has upgraded fast-fashion retailer Boohoo, now trading as Debenhams, from a ‘Sell’ to a ‘Hold’ in light of its falling share price. Boohoo’s share price has dropped by more than a third since last November, after a series of poor trading updates and a public spat with Mike Ashley. Shore Capital [...]
Analysts ‘bullish’ on UK fintech Wise despite tariff threat April 16, 2025 Wise’s trading update left analysts with a “bullish outlook” on the money transfer firm, but they warned of a tariffs threat. The UK fintech pocketed £350m in underlying income for the fourth quarter – a 13 per cent jump year-on-year. International payments bolstered the firm’s intake, soaring 28 per cent to £39.1bn. This offset a [...]
Polar Capital stock downgraded amid warning of dividend cut April 14, 2025 Polar Capital has been downgraded by two different City analysts after its assets fell significantly more than had been expected by forecasts. The tech-focused asset manager lost £2.4bn over the last quarter almost entirely due to £2.3bn of losses in investment returns, as US tech giants have struggled to match the stock price returns of [...]
Tariff turmoil pushes gold to fresh high as mining stocks soar April 11, 2025 The price of gold has climbed to another record high, as anxiety around Donald Trump’s tariff plan and a falling dollar push investors into the traditional safe haven asset. The price of bullion rose 1.5 per cent to break $3,200 (£2,451) per troy ounce for the first time on Friday as equities across Asia fell [...]
UK equity funds suffer worst quarter ever as investors pull billions April 8, 2025 UK-focused funds suffered their worst ever quarter on record over the last three months, despite a strong performance from the FTSE 100 and other UK equity markets. Over the first three months of 2025, investors pulled £3.5bn from UK funds, with £1.2bn being withdrawn in March alone, according to data from Calastone. “Instead of putting [...]