As yields rise around the globe, UK government bonds have been put in a difficult place
As the IMF has warned, the rise and rise of private credit brings systemic risks
With global economies stuck in low growth, profit margins cannot rise forever and political risks may increase
The president-elect might want a weaker US currency but market forces are pushing in the other direction
Dax has enjoyed an unexpectedly strong market performance since the US elections
The combination of huge public debt issuance and Trump’s notorious unpredictability is a toxic mix for markets
Fund managers are finding it really hard to articulate a strong case to put money to work anywhere else
Competition with the US looks set to intensify with Donald Trump heading to the White House again
We should debate excessive policy easing and the neglect of credit and debt developments
Speculative hedge funds are placing bets but other investors have been more cautious
US interest rate cuts spur reassessment of asset class and bolster its allure
Prices for the metal have shot up this year even as inflation risks have receded, prompting calls to give it more respect
Market shunned by foreign investors suddenly skyrockets
Investors appear to be setting aside worries since the Fed’s big rate cut
Analysts have long predicted some $6tn held in US money market funds might move into riskier assets like equities
Sentiment towards the country’s stock markets has become increasingly pessimistic
As investors take a harder look at the razzle dazzle of tech shares, there is more of a case to buy British
Investor attention may focus more on the broader market, which is in fine fettle
Why stocks recovered so swiftly from the summer madness
Turmoil suggests asset prices might not have been in the right place to begin with
Gyrations in global markets come at a time of a monetary policy shift between the US and Japan
Investors taking a bet on global equities are very reliant on profit forecasts for a handful of companies
If the former president returns to the White House, he might find it a hard task
View on the outlook for markets are unusually divergent
The vulnerability of the yen still overhangs the Tokyo market despite a recent bounce in the currency
