It’s been 10 months since US President Donald Trump’s ‘Liberation Day’ tariffs shook stock markets, but now tariffs are back in the financial spotlight. While markets have only dipped slightly, …
In the first 10 months of 2025, more than US$63 billion went into global equity ETFs. That’s over US$20 billion more than the next most popular category, US equities. It’s …
Never before have we seen fiscal deficits, or rate cuts of this magnitude, delivered outside of recessions. With President Trump returning to the White House and trade hostilities back on …
Over the past five years, the percentage of U.S. stocks represented in the most popular global indices has grown substantially. The so-called “Magnificent Seven” – a handful of technology giants¹ …
The start of a new year is always filled with fresh speculation on what we’ll see in the year ahead for markets — from predictions on if the AI bubble …