BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase
US Equities
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Global markets fall as Trump tariffs spark trade war concerns
Equity markets have fallen in the wake of US tariffs on China, Canada and Mexico
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Invesco rolls out US equity climate transition ETF
Tracking the S&P 500 with exclusions
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BlackRock launches two US equity ETFs to European Investors
BlackRock ETFs offer exposure to Nasdaq 100
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US bond market to ‘stay under pressure’ as US Federal Reserve holds rates
The decision to hold interest rates at 4.25-4.5% comes one week after US President Trump demanded a rate cut
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China’s AI breakthrough causes US tech stock tumble
DeepSeek’s ChatGPT-like model could rewrite the investment case for AI, according to Morningstar’s Kenneth Lamont
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Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
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Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
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Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
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Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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‘Strap in’: Trump returns to questions on tariffs and inflation
Trump returns for second term in the White House