Author: Wes Dennis

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 […]

By Asset Allocator Journal Staff Meta is preparing to roll out advertisements on WhatsApp’s Status feature later this year, according to the Financial Times. The company will also begin offering in-chat promotions through its WhatsApp Business platform. These changes mark the first time WhatsApp will include display ads, representing a significant shift for an app […]

By Asset Allocator Journal Staff According to Business Matters, BT’s chief executive announced that AI advancements could lead to further job cuts at the company. The integration of AI is aimed at improving efficiency but raises concerns about workforce reductions in the telecom sector. This development highlights the growing influence of AI on corporate restructuring […]

By Asset Allocator Journal Staff The Financial Times reports that Harvard and Yale have begun disclosing detailed breakdowns of their private market holdings, spanning private equity, venture capital, and real estate. The schools are revealing performance metrics, multi-year return patterns, and liquidity profiles amid pressure for transparency. The move challenges longstanding opacity in elite endowment […]

By Asset Allocator Journal Staff According to the Federal Reserve, enforcement actions against Synovus Bank and Signature Bank have been formally terminated, signaling both institutions have corrected past supervisory deficiencies. The Fed notes the closures follow successful remediation of credit, liquidity, and risk management issues. This marks the conclusion of long-standing oversight efforts. The Financial […]

By Asset Allocator Journal Staff A recent ruling detailed by WealthManagement.com found that a $2 million bequest to a spouse failed to qualify as a QTIP trust because the required statutory language was not incorporated into the trust document. The U.S. Tax Court emphasized that taxpayer intent is not sufficient without compliance with Internal Revenue […]