S&P 500 recoups some of its earlier losses but still declines 0.5%
Rate cut bets and easing tensions over government borrowing fuel gilts rally
The market is navigating a regime where there is more volatility, dispersion of returns and changes in stock leadership
Currency at lowest since July 2024 after finance minister expresses concern over ‘one-way’ weakening
One of world’s wealthiest charitable foundations notes ‘exceptional levels’ of market concentration in tech stocks
For a monopsonistic buyer such as the defence department, profitability looks like an opportunity in disguise
Long-term inflation expectations tick up after US prosecutors launch criminal investigation into chair Jay Powell
Active managers such as Nick Train and Terry Smith have struggled amid the rise of passive funds and US tech stocks
It’s the poster child for AI, but surely its shares are too expensive now
Star fund manager says he is ‘acutely disappointed’ and feels ‘the opposite of pride’ about returns for investors
Contrarians have their work cut out
Prospects are improving more than the dim consensus of economic forecasts
Every investment seems risky in 2026 — but paddle on we must
Shares in Danish territory’s biggest bank have risen 33% this week
Company behind Truth Social platform faces scepticism over last month’s deal with TAE Technologies
Optimistic shareholders need to apply some sort of probability to this oil sector revenue actually materialising
Some investors reduce positions or buy protection for their portfolios amid concerns over valuations
A strong economy, a bubble that doesn’t burst, and a bit of AI sanity
With US megadeals in the pipeline, the fight for investor attention is going to get tougher
As 2026 begins, optimists are talking down bubble anxiety
Asset manager Shuhei Abe says he is looking for managers with new attitude to exert pricing power as inflation returns
London’s blue-chip stock index benefits from surge in banking and mining shares in 2025
So much of bubble activity is driven by feedback loops, dubbed reflexivity by the well-known investor
Hedge fund titans recover after weak start to year but fail to keep pace with some smaller firms
Reviewing a dozen years of stock forecasts
