An accelerated wave of share repurchases by the world’s largest companies has become impossible to ignore, marking a global buyback wave. This mega-cap buybacks trend—already north of $650 billion in new authorizations for 2025—has begun to distort the sector and…
The U.S. dollar has retreated for four straight weeks—a rare run in the post-pandemic era. This dollar weakness rotation has triggered a shift in global asset flows, steering capital from pricey U.S. growth names toward European cyclicals. The effect is…
The FTSE All-World Index, a free-float benchmark covering about 95 % of global market capitalisation, has hit fresh highs this quarter—but not for reasons that please every portfolio manager. U.S. mega-cap giants now account for more than 61 % of…
Japan’s flagship equity gauge has reclaimed territory last seen in 1986. A rapidly depreciating yen lifted exporters’ earnings, driving the Nikkei 225 above 40,000 in early June 2025. The move caps a 19 % year-to-date gain and underscores how currency…
The May 2025 semi-annual review of the MSCI World Index delivered a headline surprise: Saudi Aramco finally cleared free-float hurdles to enter the benchmark. Even though its fresh weight is less than half a percent, the move—dubbed the MSCI World…
A weaker yen, record corporate buybacks, and firm overseas demand have combined to send the Nikkei 225 through the psychologically important 40 000 mark for the first time ever. The surge, dubbed the Nikkei 225 export boom, has revived global…