us equities

A direct rebuttal to a piece from Vishal Teckchandani

A direct rebuttal to a piece from Vishal Teckchandani

Delve into key factors shaping the future of US equities in 2025 and what switched-on investors should be focusing on.

Could a rotation out of stocks into bonds be one of 2025’s surprises?

Investors enter 2025 with cautious optimism following a stellar 2024 for equities, as stretched valuations and elevated bond yields pose near-term challenges. Despite...

Donald Trump’s radical policy agenda has created some financial market uncertainty, in terms of the outlook for investment returns.

As AI reshapes the global economy, the race to power its data centers is unlocking untapped potential in energy infrastructure.

Following the crowd into a Trump Trade like Tesla will end in tears. Here are three lessons for surviving Trump's next term for investors.

Even with recession odds at 35%, JPMorgan has shifted its bias from defensive to cyclical stocks.

Schroders' Sebastian Mullins argues we should get used to higher inflation but in the meantime, these are the assets he likes.