Global equities staged a broad rebound after U.S.–China trade rhetoric softened, lifting the MSCI World Index by roughly 1% and sparking a risk-on tone across major regions. The MSCI World rebound reflected a quick reset in sentiment as investors recalibrated…
Global equity sentiment improved in mid‑October after trade tensions eased. Consequently, ex‑U.S. markets led a broad relief rally. That shift fueled global index outperformance versus U.S.‑centric benchmarks. Quality factors and cyclicals both participated. Moreover, currencies added a tailwind in select…
The FTSE 250 outperformance has continued in recent weeks. Notably, the FTSE 100 hit record highs last week. Meanwhile, the FTSE 250 approached four‑year highs on rising BoE cut odds kalkine.co.uk. Consequently, investors rotated toward UK domestic winners. Moreover, sentiment…
The emerging markets rally has reached its strongest level in 15 years. Crucially, a weaker U.S. dollar and better macro data are driving gains. Moreover, investors want to know if the move is early or late. The answer depends on…
In a recent development that has sent shockwaves through global financial markets, Asia stocks have experienced a significant upswing, with the Nikkei 225 index reaching an all-time high. This remarkable surge is largely attributed to the political victory of Prime…
The Nikkei 225, a prominent stock market index in Japan tracking the top 225 companies on the Tokyo Stock Exchange, has surged to reach a 40-year high. This unprecedented rise is driven by a combination of factors. These include the…