The natural buyers of new equity have suffered relentless outflows
Giddy investors have pushed up stocks in one of the stronger opening months to any year in the past decade
If the US president takes a more flexible approach, tariffs may end up being used as a bargaining tool rather than end goal
Plus GLP-1’s and packaged foods
They undercut traditional managers while upselling traditional ETF investors
Level last seen in 2002 as tech-fuelled equity rally throws up red flag on ‘Fed model’ for comparing valuations
Academic findings on macro-market behaviour contradict widely accepted previous research
Equities rally as authorities set explicit investment targets for mutual funds and state-owned insurance companies
And the impacts of tariffs on Canada and Mexico
Dividends have exceeded pre-crisis levels while lenders have topped up returns with buybacks
Investors pour money into European equities as fears over tariffs eased
Benchmark Hong Kong share index down 1.6% after trade shot at Beijing
And our stock picking contest results
US stocks ticked higher but currencies swung the day after Donald Trump’s inauguration
Tariff threats send jolt of volatility through currency markets
Going over last year’s winners … and our losers
And more on the UK discount
Incoming president to issue executive orders on deportations, tariffs and cuts to regulation
Strong results from $25tn worth of companies needed to help drive rally after shaky few weeks for S&P 500
Easing underlying US inflation pressures and strong bank earnings ‘emboldened the bulls’ on Wall Street
Debate rages as key UK companies list elsewhere
FTSE groups adopt practice criticised by lawmakers although research suggests it could lift long-term stock prices
Buying frenzy peaked at end of year spurred by Donald Trump’s presidential victory
Some stocks avoid ripples in the fixed income market
LVMH and Hermès push up Cac 40 after Richemont’s better than expected sales
