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 data center M&A wave arrived in force this spring. Private‐equity buyers and infrastructure funds have announced more than $22 billion in takeovers year-to-date, the strongest first-half total on record. Deal activity has pulled data-center real estate investment trusts (REITs)…
M&A deals reshape the listed real-estate space A fresh round of takeovers has turned the spotlight on data-center landlords, reflecting a significant data center REIT boom. In late May, Digital Core REIT accepted a $14 billion cash-and-stock offer from a…