Global fund managers are getting nervous, and are holding on to their cash. But that might actually be good for the markets, says John Stepek. Here’s why.
The FTSE 100 saw a sharp rise yesterday after the Bank of England cut interest rates to 0.25% and extended its quantitative easing programme. The index closed up 1.6% at 6,740.
With talk of a trade war hampering equities in a region that is dependent on exports, investors are going cold on Europe.
Investors may be overestimating China’s vulnerability to a trade war, but a slowing economy and an overheated property market, it’s not a good time.
FANG stocks – the big tech companies – are perfect for current market conditions, says former hedge-fund manager Jim Cramer.
Donald Trump has fired the first shots in a US-China trade war, slapping tariffs on $34bn of Chinese imports, with another $16bn to follow soon.
Theresa May has laid out her plans for a soft Brexit. Yet despite all the high-profile resignations and dramatic headlines, it’s just business as usual for investors, says John Stepek.
America’s benchmark S&P 500 stockmarket index has been in a bull market since March 2009 – or just over 3,400 days. It is only 50 days short of the longest post-1945 bull run, October 1990 to March 2000.
In the first half of 2018, the value of global M&A reached $2.5trn, a 65% jump on the same period last year and a first-half record.
Jim Rogers, co-founder with George Soros of the Quantum Fund, reckons that South Korea could be a bright spot in an otherwise grim-looking financial landscape.
Tesco is clubbing together with French rival Carrefour to bulk buy own-label goods in an effort to cut costs. Will it succeed? Ben Judge reports.
Studies show that women tend to make better investment decisions than men. John Stepek looks at why that might be, and how both sexes can become better investors.