Equity markets spring back, for now

Equity markets spring back, for now

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The View Beyond: Diversifying beyond Big Tech

How sustainable is the narrow leadership of US equity markets? With aggressive AI-related capex plans raising concerns about long-term returns, investors have been reassessing concentrated positions in US mega cap technology and turning their attention elsewhere. What should be i ...  Show more

Heightening US/Iran tensions ahead of key US data

US and European equity markets fell yesterday following President Trump’s announcement that Iran has 10-15 days to reach a deal over its nuclear programme. This pushed oil prices up over USD 72/ barrel this morning. On the bright side, Indian and South Korean equity markets climb ...  Show more

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