Author: Jordan

“It is certainly not the brands,” argues Maggie Merklin, chief client officer, Analytic Partners. “It is the retailers and the platforms.” But others see a more complicated picture. “The retailer may have more leverage because they have the foot traffic of the consumer, but in the world of digital retail media, the brands hold the budgets that actually get to move those dollars,” says Andrew Lederman, global VP, digital commerce, Mondelez International.This tension runs throughout the episode as retail media enters a new phase. The easy growth is over. The rules are changing. And the industry is being forced to…

More households are now projected to see increases in mortgage repayments over the next three years as rates remain elevated, the latest Bank of England Financial Stability Report shows. However, the median increase is projected to be materially smaller than the increases already experienced over the last few years. The average rate on a two-year fixed rate at 75% LTV is now 4.92%, 72 basis points higher than at the time of the December report. The average rate on a two-year fixed 90% LTV mortgage is 5.32%, 75 basis points higher than in December, reflecting the increases in…

Core AI Holdings has appointed Arie Goor, CPA, MBA, as chief financial officer, effective July 1, 2026, strengthening its executive leadership team as the Nasdaq-listed artificial intelligence technology and infrastructure company expands its operations and pursues long-term growth initiatives. Based in Miami, Core AI said Goor brings more than 15 years of executive finance experience across the technology, biotechnology and medical device industries. In his new role, he will oversee the company’s financial strategy, capital markets activities and corporate finance operations as it scales its AI-focused business portfolio. Chief Executive Officer Aitan Zacharin said Goor’s background in leading public company…

If you’re a commodities strategist with a specialism in the oil markets, you will be a popular person in 2026. Kobi Platt has made the most of this popularity and moved to Bridgewater.Platt didn’t respond to a request to comment for this article, but his LinkedIn account says he has left hedge fund Brevan Howard, where he was head of commodity strategy in New York and has joined Bridgewater, where he is a commodities specialist in the New York office, working hybrid.💥Follow us on WhatsApp for news alerts.💥Brevan Howard declined to comment on Platt’s exit.Before Platt joined Brevan in 2024,…

The market is not only technically overbought at this time, but arguably on shaky fundamental ground. High inflation is slowly chipping away at the economy, and the steep valuations of artificial intelligence (AI) stocks that performed so well when the AI revolution was still young are now being questioned. Nevertheless, there are compelling growth stocks out there. You just might need to dig a little deeper than you normally would to find them. Here are three suggestions to get your search started. Image source: Getty Images. Plug Power For the entirety of Plug Power’s (PLUG +0.19%) 29-year existence, it’s been…

NBFCs” gold jewellery loans surged nearly 70% year-on-year in May to Rs 3.29 lakh crore, marking the fastest growth across all lending segments, RBI data reveals.Mumbai, Jul 7 (PTI) Outstanding credit extended by non-banking financial companies (NBFCs) against gold jewellery surged nearly 70 per cent year-on-year in May, marking the fastest growth among all lending segments, according to data released by the Reserve Bank of India (RBI) on Tuesday.Outstanding loans against gold jewellery stood at Rs 3.29 lakh crore at the end of May 2026, up 69.9 per cent from Rs 1.94 lakh crore a year earlier.Within the retail loan…

Canada’s nuclear plan hinges on pension money the West keeps missing Benefits and Pensions Monitor Source link

The latest Landlord Trends report found the average landlord now owns 7.3 properties, while 21% describe themselves as full-time or self-employed landlords. As the private rented sector (PRS) becomes increasingly professionalised, there is increased demand from landlords for specialist lending solutions, according to research from Pegasus Insight. The latest Landlord Trends report found the average landlord now owns 7.3 properties, while 21% describe themselves as full-time or self-employed landlords, up from 17% at the end of 2025. Limited company landlords continued to lead this trend, with average portfolios increasing from 12.8 properties in Q4 2025 to 15.3. Around two-thirds (66%)…

Business cycle funds are a category of thematic mutual funds that aim to capture investment opportunities across different stages of the economic cycle.Instead of maintaining a fixed sector allocation, these funds actively shift their exposure across sectors, industries and market-cap segments based on the fund manager’s assessment of changing economic conditions.Let’s understand how these funds work and the top 5 business cycle funds by Assets Under Management (AUM).How do business cycle funds work?The investment approach is based on the premise that sectors tend to perform differently across different phases of the economy. A typical business cycle moves through four stages:…

Gold bars ©Michael Steinberg Gold prices moved lower on Tuesday as traders adopted a cautious stance ahead of the publication of the Federal Reserve’s latest policy meeting minutes, which are expected to provide fresh clues on the outlook for US interest rates. By 05:30 ET (09:30 GMT), spot gold had fallen 1.0% to US$4,124.28 an ounce, while gold futures were down 0.8% at US$4,136.29 an ounce. Stronger dollar weighs on bullion Gold came under pressure as the US dollar strengthened alongside a rise in benchmark 10-year US Treasury yields, which climbed to their highest level in two weeks. A firmer…