Global stock traders face dip-buying dilemma after crushing selloff
A selloff that rocked equity markets around the world is clouding the outlook for investors looking to buy stocks on the cheap, as worries over the US economy and disappointing…
Currency hedging takes on new importance for global stock funds
As the dollar surged in the last 12 months, David Marcus, head of the Evermore Global Value fund, steadily increased his stake in Europe. He now has 60 percent of…
Strong stock and bond markets at odds over global growth
It looks like something has to give in global markets. Stocks and bonds around the world have rallied atypically together since the start of the year, rewarding investors both bullish…
Global small-cap stocks lure bargain hunters after sluggish 2023
Shares of smaller companies that have lagged for most of 2023 are drawing investors on both sides of the Atlantic, as they weigh the benefits from an expected fall in…
Sizzling US energy stock rally confronts global growth worries
A scorching rally in US energy shares has left investors facing a tough decision: hold on despite growing worries that global growth will slow or lock in profits in one…
The rewiring of globalisation
Davos 2026 was not a celebration of globalisation but a stark confrontation with its unravelling assumptions. For decades, the World Economic Forum symbolised the steady advance of integration – deeper…
Global investors, blindsided by stunning US comeback, jump back in
An investor stampede out of the United States and into Europe and Asia has reversed course as big money managers ride a wave of AI and interest rate-cut euphoria into…
Debt market jitters signal caution for high-flying stocks
Investors are backing out of or taking active bets against high-priced corporate credit, where they anticipate a correction in response to signs of slowing economic growth that could eventually impact…
US-Japan trade deal averts worst for global economy
Japan’s trade agreement with the US could serve as the benchmark for many other deals currently being negotiated with Washington, and the global economy could just about support the 15…
High-priced stocks and bonds raise tariff threat for markets
Global markets are telling conflicting stories about the possible longer-term impact of US tariffs on growth, a schism that investors say means either stocks or bonds could see a steep…
