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The situation in Iran remains volatile. The two-week ceasefire, intended to create breathing room for diplomacy, is already under strain. Many details of the agreement remain unclear or even disputed. Raphael Olszyna-Marzys of J. Safra Sarasin weighs in. wealthdfm.com/macroeconomic-…

Charlotte Lamb, CFA deputy portfolio manager of the Evenlode Income fund, says there is no ‘right’ way to invest and is always conscious of psychological biases 📰 Read the full article in our latest magazine issue: portfolio-adviser.com/magazine-artic…

Industry veteran Richard Parkin has joined T. Rowe Price Group as the head of retirement, according to a recent announcement from the firm. portfolio-adviser.com/parkin-joins-t… #PortfolioAdviser #Retirement #PeopleMoves #CompanyResults #NewHire

Syz Group has hired former Lombard Odier manager Florian Marini as head of equities. portfolio-adviser.com/syz-bank-hires… #PortfolioAdviser #SyzGroup #Equities #NewHire

This week on the pod it's Joe Bauernfreund. Buying quality companies at deep discounts—and then forcing a rerating. Japan: how much more? Korea: how much more? Why AVI tilts from the US (spoiler.. value), how private-equity trusts can come good and MORE. open.spotify.com/episode/3j7NA5…

Must read article on activism in the investment trust industry from MIGO's Charlotte Cuthbertson. "Every investment trust must continually justify its existence, with thoughtful activism driving relevance, resilience and long-term value. The dynamic of well-considered, ongoing engagement from specialist investors and boards who listen carefully to those views, underpins the dynamic of good governance, unlocking value for all shareholders." @AICPRESS

Portfolio Adviser asks EM experts how the region is implicated as the dollar’s safe-haven status is rocked and uncertainty reign. Read more: markallen.mydigitalpublication.co.uk/publication/?i… #EmergingMarkets #Investors #Financials

Congratulations to Nick Greenwood - a champion for investment trusts and an all-round nice guy. Good to see he still involved at @TrustAVI. Good succession planning sees Charlotte Cuthbertson continue to manage the trust with the welcome addition of Tom Treanor. @AICPRESS

Revealed: Spinners, a fledgling chain of leisure venues offering darts, crazy golf and shuffleboard, has raised £4m from investor Gresham House Ventures to fund its expansion as it seeks to tap into growing consumer demand for 'competitive socialising'. news.sky.com/story/spinners…

It’s been a challenging year for UK domestic politics, but today’s trade deal with the European Union offers some solace and a clear message to global investors says Darius McDermott (pictured), managing director at FundCalibre (@FundCalibre) #SmallCap wealthdfm.com/uk-eu-trade-de…

Why asset managers need to pursue more than scale with M&A deals trib.al/foeU9k1

Great to see @RichardByworth from @SyzCapital on @CNBC discussing all things #BTC ahead of the launch of the @SyzCapital BTC Alpha Fund - a new milestone in #BTC denominated funds of funds cnbc.com/video/2025/03/…

International Biotechnology Trust (IBT) +1.5% to 694.3p after Johnson & Johnson buys its top 7.2% holding Intra-Cellular Therapies at a 40% premium of $132 a share. ITCI is the 27th M&A deal Schroders’ Ailsa Craig & Marek Poszepczynski have seen since 2021 londonstockexchange.com/news-article/I…

More M&A on the cards for UK wealth management fnlondon.com/articles/wealt…

AJ Bell Investment Trust podcast Using trusts to access private equity investment techniques: interviews w/ Oakley Capital and Strategic Equity Capital Deep dive on Monks I/Trust I talk to @WinterfloodInvT's Emma Bird on income, revenue reserves & more open.spotify.com/show/4VNOa6w9H…

Small caps: how to ride the recovery wave of UK equities trib.al/rHUKuDi

📉Investors still underexposed to alts, fund buyer study finds .@pgim research into European and Asian market trends indicate surge in demand yet to be properly realised. ➡️citywire.com/selector/news/… ✏️@SloleyChris

Yet more evidence of how central climate action would be to a Labour government. businessgreen.com/news/4331245/c…

Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas, investment director at Antipodes Partners says other companies are stealing its thunder #ArtificialIntelligence #TechInvesting #SemiconductorIndustry portfolio-adviser.com/antipodes-oppo…

Sarasin & Partners LLP (@sarasinpartners), the global thematic investment manager which invests £19.2 billion on behalf of charities, private clients, intermediaries and institutions, has appointed Christopher Cade as Partner. ifamagazine.com/sarasin-partne…