ETF

Bond market turbulence isn't just for fixed-income traders – recent yield and credit spread movements are driving stock prices, ETF performance, and currency swings that affect every investor.

2025-04-15T06:50:55+0100

The euro has gained over 5% against the dollar since April as tariff concerns prompt global investors to reallocate funds. European spending plans and US tourism decline add further pressure to the greenback.

2025-04-14T00:27:39+0100

This analysis explores market impacts, sector effects and practical strategies for portfolio positioning during volatility.

2025-04-08T02:33:11+0100

South Korea's export-driven economy looks increasingly vulnerable as stagflation risks mount and Trump's tariff plans take shape – creating a potentially attractive short opportunity through the EWY ETF.

2025-04-03T12:29:16+0100

Apple screens as the cheapest of the big US technology stocks. For anyone thinking the worst of the March sell-off is over & it’s time to resume buying dips, Apple looks interesting. But there are health warnings.

2025-03-19T06:37:08+0000

The rush to rearm Europe has moved equity & bond markets a long way already. FX, and USDSEK specifically, has lagged the move & may offer the best opportunity for anyone late to the trade.

2025-03-06T11:23:57+0000

For years the dominant narrative in markets has been US technology stocks, which have generated the biggest returns for investors. Now that is being challenged. The worry is DeepSeek threatens Nvidia and its big tech customers.

2025-01-28T10:57:56+0000

The Magnificent 7 is a select group of global technology giants that has gained popularity due to factors such as growth potential & high performance. Explore the companies that make up this group, the selection criteria and more.

2025-01-28T07:36:16+0000