Eyes on AI as investors look for clues on market recovery
Sentiment on the tech giants will be important in gauging the market’s direction
US equities
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Stocks surge and yields stabilise as Trump tariffs paused
Global investors enthusiastically welcomed a 90 day pause in US reciprocal tariffs
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Markets on a knife-edge as tariff headlines prompt wild swings and Treasury yields jump
Speculation mounting that Federal Reserve chair Jerome Powell will be compelled to take some action
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Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
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Calastone: Investors pull record £3.5bn from UK equities in Q1
While UK equity funds posted their worst ever quarter for net flows
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Trump’s Liberation Day: How to TILT-proof your portfolio
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
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One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs
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US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
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Janus Henderson: UK investors up home bias in rotation away from US equities
Investors dropped their US exposure ‘well below the global average’ and retreated to UK equities as global market volatility mounts
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Invesco upgrades ex-US equities as it stays cautious
‘Shifting market dynamics are leading to downward revisions in US earnings’
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Morningstar: Only 14.2% of active managers beat passives over the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’
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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