The article covers Germany's plan to increase defense and infrastructure spending by up to €1 trillion, highlighting its positive impact on market sentiment...

With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.

Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.

The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...

Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.

The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.

Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.

In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.

The S&P 500 (excluding mag 7) has delivered strong gains this quarter, outperforming the large tech stocks.

Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.

Central banks' diverging actions are on display as the Fed holds rates steady, the BoE cuts rates on easing inflation, and the BoJ raises rates to tackle...

Indian markets have delivered strong gains this year on expectations of strong economic growth and demand.

Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.