Month: June 2025

Advisor Perspectives reports that Dallas-area manufacturing activity continued its downtrend in June, with the Dallas Fed noting a further dip in factory conditions compared to the previous month, signaling ongoing economic headwinds for industrial sectors. The central bank highlighted reductions in production, new orders, and hours worked. According to the Financial Times, Alphabet has struck […]

By Asset Allocator Journal Staff The Financial Times reports that JPMorgan Asset Management has warned of a potential mispricing in global stock markets due to investors underestimating inflation persistence and overconfidence in central bank rate cuts. Investment chief John Bilton emphasized that inflation risks remain embedded, and markets are pricing in a “perfect outcome.” According […]

By Asset Allocator Journal Staff The Financial Times reports that France’s AXA is preparing a potential €2 billion sale of its reinsurance unit, AXA XL Reinsurance, as part of a broader strategy to streamline operations and focus on more profitable segments. According to insiders, the insurer is working with advisers to gauge interest in the […]

By Asset Allocator Journal Staff According to Advisor Perspectives, Raymond James is making a strategic investment in a new wealth management platform. The initiative aims to modernize advisor and client experiences by emphasizing personalization, scalability, and cloud-native infrastructure. The firm plans to collaborate with several technology partners and expects broader rollout by 2026. The Financial […]

According to Visual Capitalist, the leading private equity firms raised an impressive $2.58 trillion in capital between 2020 and 2024, as detailed in their “Top 50 Private Equity Firms by Capital Raised 2020-2024” graphic. This comprehensive visualization, sourced from Private Equity International, highlights the dominance of U.S.-based firms, which account for the majority of the […]

By Asset Allocator Journal Staff MedTech Dive reports that medtech venture funding grew in Q1 despite a drop in deal volume, as larger investments flowed into diagnostics and AI-driven devices. Most capital went to later-stage companies, with early-stage deals declining. The data, drawn from PitchBook, shows a trend toward concentrated, high-value funding. According to Advisor […]

By Asset Allocator Journal Staff According to Business Matters, the UK has fallen behind France in renewable energy investment as British green project commitments declined sharply. France secured a larger share of global capital in the sector, with the UK seeing a drop attributed to delays, regulatory uncertainty, and shifts in policy support. Analysts cited […]

By Asset Allocator Journal Staff According to MedTech Dive, venture capital funding for medtech rebounded strongly in Q1 2025, reaching highs not seen since 2022 and including multiple nine-figure rounds. While IPOs and M&A activity remain limited, recent exits like Beta Bionics’ public offering and significant acquisitions by Boston Scientific signal cautious recovery. Per Advisor […]

By Asset Allocator Journal Staff Morrisons has reported a rebound in second-quarter sales after a cyberattack earlier this year disrupted operations, according to Business Matters. The supermarket chain stated that like-for-like sales increased as customer numbers rose and key initiatives took hold. Executives credited strong performance in fresh food and the relaunch of the “More” […]

By Asset Allocator Journal Staff Japanese companies are significantly increasing capital expenditures, reversing years of cautious investment behavior, according to Advisor Perspectives. This shift spans multiple sectors, including manufacturing and services, and reflects growing corporate confidence in the domestic and global economic outlook. Analysts note that the trend is boosting foreign investor interest and potentially […]