Tyndall Partnerships

How do we harness AI's efficiency without losing the human touch clients value? The rise of AI in financial services is transforming efficiency, decision-making, and client insights. But one thing remains irreplaceable: the human touch. By embracing AI as a complement rather than a replacement, financial firms can enhance service quality, improve operational efficiency, and strengthen client relationships. In this article, James Sullivan, head of Tyndall Partnerships explores the issues and discusses how one can strike the right balance. Read the article on Professional Adviser ?? https://lnkd.in/eaSryhwV #AI #financialservices #financialadvisers #IFAs

Head of Tyndall Partnerships, James Sullivan comments on the outlook for global equities on FT Adviser. “Companies broadly appear to be in good health, albeit still dependent on a consumer that is yet to win the fight against inflation. The one large concern remains the valuation of the US equity market that appears to be priced for perfection, which should come with a meaningful health warning. Equities ex-US, however, look great value on paper, but need earnings momentum and profitability to improve, to warrant a re-rating that makes us all some serious money.” Read the article here ?? https://lnkd.in/ePTpqnE9. #globalequities #investmentmanagement #advisers

Global equity markets started 2025 on a positive note, despite some volatility throughout the month. Key developments included: ? Investor focus on the incoming Trump administration’s policy changes and their market impact. ? Strong performance across most equity markets, including the FTSE All-Share Index, up 5.52% in January. ? Significant movements in European equities, supported by ECB rate cuts and encouraging signals from President Lagarde. January also saw major developments in the AI sector, with the unveiling of DeepSeek’s breakthrough technology and the US announcing the $500bn Stargate AI infrastructure project. Looking ahead, our view remains optimistic, with steady global and UK economic activity, anchored inflation, and continued government fiscal support. Read the full newsletter to find out more ?? #marketreview #AI #economy #investments #newsletter Lawrence Patrick James Sullivan

Head of Tyndall Partnerships, James Sullivan comments on the rise in UK gilt yields for Investment Week. Read the article here ?? https://lnkd.in/e-kn9qsv #ukgiltmarket #giltyield #bonds

As 2024 drew to a close, global equity markets finished on a subdued note, with major indices experiencing declines. Central banks remained at the forefront, as less accommodative commentary contributed to a selloff in both equity and bond markets worldwide. From the potential implications of 'America First' policies in the US to interest rate decisions in Europe and ongoing debates around China's economic outlook, December was a month shaped by uncertainty and shifting expectations. Here in the UK, the fallout from the recent budget dominated discussions. While business confidence faces significant challenges, we see opportunities in a stock market that looks exceptionally cheap, coupled with deeply negative sentiment. Looking ahead to 2025, we anticipate a moderately better growth environment, underpinned by gradual interest rate reductions, anchored inflation, and growth-friendly measures globally. Despite the challenges, our medium-term outlook remains highly optimistic. Read the full newsletter below. #investmentinsights #marketreview #economicoutlook #globalmarkets Lawrence Patrick

Head of Tyndall Partnerships, James Sullivan, comments on the investment case for China in the Portfolio Adviser Magazine 'Four Views' column. Read more here ?? https://lnkd.in/eziqmFzf #fourviews #fundselector #dfm #investmentmanagement

Our latest Moving Parts newsletter takes a deep dive into the forces shaping equity markets in November, from the implications of a Trump presidency to the UK's evolving domestic landscape. Highlights include: ???The impact of a Republican clean sweep on the US economy, stock markets, and global trade. ??Insights into UK business confidence and consumer recovery post-budget. ??A closer look at acquisition activity in UK equities. Read the full newsletter to find out more. #movingparts #ukequities #usequities #investmentportfolios

James Sullivan recently spoke to Isabel Baxter of Professional Adviser all about Tyndall Partnerships and how we focus on providing bespoke and tailor-made solutions for clients. Thanks for writing a great article, Isabel! Read more here ?? https://lnkd.in/erhzx7mF #partnerships #investmentmanagement #dfm

“Operating under an advisory licence is commendable but comes with certain administrative headaches. Adopting a trusted?discretionary partner?alleviates such headaches, by ensuring fund switches and/or rebalances are done at the discretion of the DFM, at the proverbial click of a button." Head of Tyndall Partnerships, James Sullivan comments on managing model portfolio services across multiple investment platforms for FT Adviser. Read the article here ?? https://lnkd.in/enJdzJK8 #investmentplatforms #dfm #modelportfolioservice #investmentmanagement

?? October market review - navigating shifts in equity & bond markets ?? In October, global equity markets took a breather after months of gains, with UK equities seeing a -1.47% dip. Meanwhile, bond yields rose sharply, particularly in the US and UK, driven by robust growth signals and inflation data remaining in check. The anticipated Labour government budget unveiled increased borrowing plans, catching the market off guard and adding further pressure on bond yields. Across the Atlantic, the U.S. election results highlighted a major shift, with Donald Trump’s return to office stirring market volatility as investors weigh new fiscal and regulatory policies. Looking ahead to 2025: Despite short-term fluctuations, we’re optimistic. US fiscal support and gradual interest rate reductions, combined with renewed economic stimulus in China, lay a strong foundation for global growth. Here in the UK, positive consumer spending prospects and steady interest rate cuts provide reasons to be hopeful as business and consumer confidence recover. For more insights, read our full newsletter!