Fairview’s Yearsley: China dominates February amid tariffs and DeepSeek innovation
UK market ‘chugging away’ with 2% gain
Us
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LSEG Lipper’s John: Whither the small-cap premium?
Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time
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First Trust introduces index-tracked US Momentum ETF
Tracks the US Momentum iNDEX index
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US CPI growth tempers in April
Industry commentators discuss the inflation rate downtick
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Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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Morningstar’s Mike Coop: An uncertain future doesn’t mean putting paid to investment goals
Morningstar’s Mike Coop talks equity and bond forecasts for 2024
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Clearbridge Investments’ Schulze: Investors are facing ‘a tough climb’ with their guards down
‘Hopes of a soft landing often take hold before the economy hits the skids’, writes the head of economic and market strategy
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Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained