25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
Analysis
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ECB delivers second interest rate cut of 2025
25 bps cut announced amid fiscal stimulus in Germany and US tariff fears
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Will a Ukraine ceasefire boost or burden Europe?
Europe has rallied at the prospect of a ceasefire, but the subsequent costs on Ukraine’s neighbours could prove to be yet another headwind
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
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Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
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RSMR’s Rayner: Is now the time to make active management great again?
CEO questions whether it’s time for investors to ‘broaden their outlook on developed markets’
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Troy’s Harries: GLP-1’s impact on drinks stocks
The adoption of GLP-1s has shifted behaviour towards healthier habits and away from alcohol, but Troy’s James Harries questions whether the trend will last
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Morningstar: Eltifs ‘a growing breed’ but fund selectors warned on fees and returns
Eltifs ‘unlikely to harvest the same hefty illiquidity premiums’ as trusts
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German election result brings prospect of a ‘business-friendly’ coalition
Friedrich Merz is set to become Germany’s chancellor after the Christian Democrats won the largest share of the Bundestag
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European markets boosted by defence stocks
Stoxx 600 and Dax 40 both hit highs following the start of talks between the US and Russia over the Ukraine war
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Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
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Who are the winners (and losers) of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble