Long-dated gilts yields rose to high levels, in light of concerns over fiscal deficits across the developed world.

US markets reached new record highs last week on the back of AI-driven euphoria and corporate earnings above expectations.

The new world order, intensified by threats like the Russia-Ukraine war, is driving calls for higher defence spending.

Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.

Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.

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.