US inflation registers at 2.8% as market braces for ‘step into the unknown’
US tariff discussion adds uncertainty to inflation predictions
Equities
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WisdomTree unveils first European defence ETF
Defence and security ‘underrepresented in many portfolios’
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Calastone: Investors pile back into equities in February
While bond funds record their third strongest month on record for inflows
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Analysis: 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
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ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated
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Quilter Cheviot: Starmer spending plans to ‘significantly benefit’ defence stocks
These ‘ambitious targets’ have implications for investors
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Morningstar: Political clarity could lift German equities
The upcoming election in Europe’s largest economy may provide a tailwind
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Bank of America: Cash allocations at 15-year lows
The bank said this reflects the fact investors remain bullish despite tariff concerns
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One in three UK investors increasing exposure to foreign equities
Research from ETP provider GraniteShares
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How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk
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IA: Net retail outflows slow to £1.6bn in 2024
UK equity funds suffer £783m in net retail outflows
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Will the ‘year of the snake’ be prosperous for investors in Chinese stocks?
The return of Donald Trump to the White House complicates the picture