Author: Jordan

David LePoidevin, lead portfolio manager at LePoidevin Group at CG Wealth Management, joins BNN Bloomberg to discuss the outlook on the markets. Signs of weakening consumer demand, rising mortgage-payment burdens and elevated equity valuations are strengthening the case for defensive investment strategies. Inflation-protected bonds may offer attractive long-term returns as investors navigate economic uncertainty and geopolitical risks.BNN Bloomberg spoke with David LePoidevin, senior portfolio manager at Canaccord Genuity Corp., about the impact of Middle East developments on oil prices, Canada’s latest retail sales data, risks in the housing and banking sectors, and why Treasury Inflation-Protected Securities remain his highest-conviction investment…

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With SpaceX jumping over 10% post-IPO to a valuation above $2.8t and pulling attention away from other megacap tech stocks, many investors are taking a fresh look at cyclical sector stocks linked to the broader economy. At the same time, a new Federal Reserve Chair, potential shifts in interest rates, and headlines around a possible U.S.-Iran peace deal are all feeding into this rotation. This article highlights 3 stocks from the Cyclical Sector Stocks screener that appear positively exposed to these developments and is intended to help you decide which opportunities might deserve a closer look now. Hitachi Energy India…

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‘Human capital’ is the term of the moment as AI takes over the corporate world. Standard Chartered CEO Bill Winters said his bank was getting rid of “low value” human capital with the help of AI while Microsoft CEO Satya Nadella said firms need to balance human and token capital. The term is not new to finance; Goldman Sachs and hedge fund D.E. Shaw have been building out human capital teams for years, but AI is changing things there too.💥Follow us on WhatsApp for news alerts.💥D.E. Shaw is currently hiring for an AI specialist to be “an early member of…

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Nationwide implemented rate cuts of up to 28bps across its two-, three-, five-, and 10-year fixed mortgage range, bringing its lowest available rate to 4.29%, with reductions covering first-time buyers up to 95% LTV, remortgage customers up to 90% LTV, and home movers, including a no-fee two-year fix at 60% LTV for remortgage at 4.83% and a no-fee five-year fix at 90% LTV for first-time buyers at 4.89%. Rely launched a limited-edition buy-to-let range for non-portfolio landlords covering HMOs and non-HMOs at 55% and 65% LTV, with two-year fixed rates from 3.51% and five-year fixed rates from 4.58%, available for…

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FORM 8.3PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BYA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% ORMORERule 8.3 of the Takeover Code (the “Code”)1.KEY INFORMATION(a)Full name of discloser:Barclays PLC.(b)Owner or controller of interest and shortpositions disclosed, if different from 1(a):(c)Name of offeror/offeree in relation to whoseINTERNATIONAL PERSONAL FINANCE PLCrelevant securities this form relates:(d)If an exempt fund manager connected with anofferor/offeree, state this and specify identity ofofferor/offeree:(e)Date position held/dealing undertaken:18 Jun 2026(f)In addition to the company in 1(c) above, is the discloser makingNOdisclosures in respect of any other party to the offer?2.POSITIONS OF THE PERSON MAKING THE DISCLOSURE(a)Interests and short positions in…

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FR: How is today’s buy-to-let market shaped by the challenging mix of economic and regulatory change in recent years? While it’s difficult to deny that conditions over the last few years have been challenging, we’re seeing a market that has adjusted rather than retreated en masse. Activity is more considered, but career landlords remain engaged. They’re reassessing how they invest, looking carefully at what opportunities exist and using finance strategically. This can be seen in the increase in property held in limited companies and the focus on higher yield potential. That can mean HMOs, or acquiring homes that…

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Stock markets are still setting record highs, despite the unstable geopolitical backdrop and economic uncertainty. Market euphoria has been boosted by SpaceX’s initial public offering (IPO) last week, and by the potential IPOs of OpenAI, the owner of ChatGPT and its rival Anthropic.Yet market breadth is at record lows. Just a handful of AI-related names have been responsible for virtually all of the MSCI World’s performance this year. What’s more, in the past, bumper IPOs have sometimes been the sign of a market top.In the current environment, some investors may want to take some profits, reduce exposure to stocks and…

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