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Worth reading Emma Dunkley' in-depth analysis of the investment trust industry with comments from AIC, Laith Khalaf, Investec, Emma Wall. "I think we are moving into a new world, and I would expect boards to take action, which should see discounts narrow and also dampen

City Hive appoints Hargreaves Lansdown's Emma Wall and Rathbones' David Coombs as ACT chairs investmentweek.co.uk/4409149/ via Investment Week

Hargreaves Lansdown adds five VCTs to client offering ahead of tax year deadline investmentweek.co.uk/4410788/ via Investment Week

Sir Keir will love me, I’m doubling down on UK equities ft.com/content/8da906… via @ft

“The stock market is declining in anticipation of fairly obvious negative consequences,” says Jed Ellerbroek, portfolio manager at Argent Capital Management. “Trump has implemented a lot of policies that are going to slow economic growth.” money.com/recession-vs-b…

Taking a break from market wildness to wish those who celebrate a Happy Rex Manning Day (this will reveal how many teenagers of the 90s follow me...)

Trump paused tariffs and stock markets bounced – what’s next for investors? hl.co.uk/news/trump-pau…’s-next-for-investors?

thetimes.com/business-money…

Great to join Frank Holland on CNBC this morning to talk market reaction to trade talks - I’m cautious to pessimistic on short term outlook, Rome wasn’t built in a day, and futures are pricing in a quick result

Sure, shares are risky, but so is cash. In fact, according to Duncan Lamont at Schroders, holding too much of it over the last decade or so may have cost UK investors more than £500 billion bloomberg.com/news/newslette…

Me: “Sorry to be a Debbie downer” Great to talk job cuts at Burberry (shares up 17% today but still down >25% in 5 yrs), US inflation outlook, UK GDP expectations for Q1 out in the morning and as ever… Trump and tariffs with Sky News.

Enjoyed talking to Frank Holland this morning on CNBC sharing our outlook for markets, macro and continued volatility (for both!) cnbc.com/video/2025/06/…

Interest rates are normal, the world is not ft.com/content/488f9d… via @ft

Great to talk to Darren McCaffrey on Sky News today (and every Wednesday!) This morning we chewed the cud on the #spendingreview, UK PMI which is in expansion mode (just) and why both the pound and European stocks were up intraday. The answer to both? (Swipe right)

"My recommendation right now is to enjoy the summer," Prime Capital Financial deputy CIO Will McGough says. "Markets are in a range, both with equities and rates."

Kicked off this morning with brilliant chat with Will Bain and Simon French on BBC 5 Live Sport #WakeUpToMoney on #SpendingReview #TradeWar and #InfrastructureDevelopment (powered by tea and chocolate corn cakes…)

UK retail sales plummeted in May, the first time they have fallen this year, in a sharp reversal that suggests the economy could be struggling in the second quarter bloomberg.com/news/articles/…

Reports Rachel Reeves will announce a cut to the cash ISA limit at her 15 July Mansion House speech. If true, I think it's a mistake. I doubt it'll substantially nudge people to invest not save; said to be the aim. This isn't nudge economics, its piss people off economics.

US President Donald Trump to begin sending out letters to trading partners as soon as Friday setting unilateral tariff rates ahead of a July 9 deadline for negotiations bloomberg.com/news/articles/…

EU and US negotiators are heading into another week of intensive talks, as they seek to clinch a trade deal by August 1 bloomberg.com/news/articles/…