Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. The portfolio underperformed in the quarter due to stock selection. The composite returned 5.02%, net of fees, compared to 7.62% for the MSCI AC World Net Index. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Ha ...

For more on what this all means for the markets, let's bring in UBS Global Wealth Senior Portfolio Manager, Alan Rex Shaffen. Alan, thank you for being here. Um, what do you make of Kevin Hassid's comments there.>> You know, I I think it's Leslie, thank you for having me on, Carl. Thank you. Um, what you saw in 2025 was a period of fog and uncertainty.And I think what you heard from from Kevin Hasset and what you're seeing in the administration that 2026 is going to be a time of clarity, of normalization, a ...

The price has risen more than 20% since early July, when President Donald Trump floated the idea of a 50% tariff. ...

Prediction sites are on fire, Clearwater Analytics is being taken private, Disney's latest Avatar tops the box office, and more news to start your day. ...

Ah, the markets. A bastion of rationality, predictability, and calm, right? Not when Donald J. Trump is in the driver’s seat, or even just tweeting from the back. The year 2025 has proven to be yet another masterclass in market volatility, where a single pronouncement can send trillions soaring or plummeting, often with the same dizzying speed as a Truth Social post going viral. Investors, bless their hearts, have spent the better part of the year clutching their pearls and portfolios, trying to decipher wh ...

Core Insights - The federal government is set to issue a one-time, tax-free payment of $1,776, termed the 'Warrior Dividend,' to approximately 1.45 million eligible military service members this holiday season [1][7] - This benefit is designed to honor the year of the nation's founding, 1776, and is expected to provide a short-term boost to U.S. consumer spending [3][6] Funding Details - The funding for the 'Warrior Dividend' is expected to come from revenue generated through tariffs and provisions in the One Big Beautiful Bill [2][4][7] - Specific details on the funding mechanism remain unclear, but President Trump has indicated that the tariff revenue will play a significant role [3][7] Eligibility Criteria - The benefit will be available to service members across all ranks, specifically those in active duty service in pay grades O-6 and below as of November 30 [5] - Reserve component service members must be on active-duty orders for 31 days or more as of the same date to qualify for the dividend [5][6] - The distribution of the 'Warrior Dividend' is expected to occur before December 20 of this year [6]

We only lost FedEx saying Tariff.6-1 on these earnings call mentions.Gotta love it.Easy (@EasyEatsBodega):Going a wee bit hard on some Earning Call markets today.Using @MentionMetrix and filtering based on the past year.Actually reading the full transcript where words are mentioned, and seeing if we can get some Wins here. https://t.co/sfVVIYnIk5 ...

Greg, it's great to see you as always. >> Always a pleasure, >> man. I I could use all of the words this morning that I've been hearing.Confusing, murky, foggy. Take it with a grain of salt. That's those are some of the things I've heard to describe this morning's CPI report.What can we say about the report. What did it tell us. >> I call it a Swiss cheese report.It's full of holes. Uh we're missing a lot of data across the board. Um the main message in my opinion is the following.one, we have still a gradu ...

The challenge, especially within my supply chain, is now how do you have enough productivity initiatives to offset the the increased cost of of all the products for the industry as a whole. You have more than 80% dependence on China as a sourcing market for some of the bigger players. That exposure is less and they have more nimble, more flexible supply chains to navigate this disruption For the medium sized and smaller players, this has been very, very disruptive.Can you just move your supply chain out of ...

The British pound weakened against other major currencies in the European session on Wednesday, after U.K. inflation slowed more than expected in November. Data from the Office for National Statistics showed that the consumer price index rose 3.2 percent year-on-year, slower than the 3.6 percent increase in October. Inflation was forecast to ease marginally to 3.5 percent.On a monthly basis, the CPI dropped 0.2 percent, in contrast to the 0.4 percent rise posted in October. Prices were expected to remain f ...