Over the weekend, US President Donald Trump announced tariffs targeting the US’s closest trading partners.

On Monday, Nvidia experienced a sharp decline of 16.9%. The sell off happened on the back of news that the Chinese AI company DeepSeek has developed large-language models with significantly reduced reliance on AI chips. This news raises concerns about the scale of future demand.

Gilt yields have recently been the subject of news interest. But, looking through the noise, are gilts a poor investment today?

This report draws on our independent fund research and in-depth insights into the financial services industry.

It is hard to think of another year, like 2024, when headlines were this heavy. Yet markets powered on to new highs. Equities, bonds, property and commodities all delivered strong returns.

This report is based on our unbiased fund research. We look back on what has been a difficult year for active fund management firms.

As we wake to the news that Donald Trump will become the 47th President of the United States, we offer our reflections.

Has the recent budget delivered any good investment opportunities?

In the buildup to Labour’s first UK Budget for 14 years, it was widely expected that Chancellor Rachel Reeves would announce a tax-and-spend approach with the dual purpose of fixing the UK’s damaged public finances and stimulating economic growth.