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Tina is back: Investors say there is no alternative to US equities

Fund managers are finding it really hard to articulate a strong case to put money to work anywhere else
World - Financial Times - Yesterday
Trump Taps Investor Scott Bessent as Treasury Secretary

The hedge fund manager will be responsible for steering President-elect Donald J. Trump’s unconventional economic agenda.
Business - The New York Times - Yesterday
Trump names investor Scott Bessent as Treasury secretary

President-elect Trump on Friday named billionaire investor Scott Bessent to be his Treasury secretary. Bessent would be the key leader of the president-elect’s economic team, which will be tasked ...
Politics - The Hill - Yesterday
Trump’s Treasury Selection Seen as Calming for Investors

Donald Trump has picked Scott Bessent to serve as Treasury secretary.
Business - Inc. - 4 hours ago
Trump tariffs: Why stock-market investors are underrating impact

Donald Trump’s most unconventional policy proposal is also one he’s been most consistent in promoting: universal tariffs.
Business - MarketWatch - October 26
Gold hasn’t been acting like it normally does. What that means for investors.

Gold hasn’t been acting like it normally does — and it has some good reasons to shake off its typical inverse relationship to U.S. stocks, the dollar and Treasury yields.
Business - MarketWatch - October 26
Cornish miner hoping to capitalise on global race for lithium

Analysts expect supply deficit to develop as countries race to meet climate targets
World - Financial Times - October 27
Amazon's satellite spending has investors on edge. The payoff may be worth the wait

Amazon is pouring money into satellite internet service Project Kuiper. Investors have questions on what it means for profits.
Business - CNBC - October 28
How worried should stock-market investors be about a ‘lost decade’?

It’s theoretically possible that the stock market will play out a “Roaring ‘20s” scenario for the rest of this decade.
Business - MarketWatch - October 28
Founder-Friendly Investors: Backers Should Have Your Back

Inc.’s annual Founder-Friendly Investors list highlights the capital providers that will offer a helping hand, not just deep pockets.
Business - Inc. - October 28
Investors need clarity on BP policy not boss’s weak promises

Shareholders still do not know if giant will jettison goal to cut oil and gas production by 25% by 2030. There goes another of BP’s shiny targets-cum-ambitions. This one is not related to the pace ...
World - The Guardian - October 29
UK visa process for AI experts should be streamlined, says government adviser

Recommendations from Matt Clifford on boosting the tech industry also include special zones for data centres
Business - Financial Times - October 30
Investors’ ‘fear of missing out’ drives gold demand to record high

Buyers clamour for gold-backed ETFs as central banks scale back purchases of the precious metal
Business - Financial Times - October 30
UK borrowing costs rise as Reeves’ spending plans unnerve investors

Ten-year gilt yield hits five-month high after chancellor’s first Budget
Business - Financial Times - October 30
Sunak accuses Reeves of breaking election promises on tax

Tory leader says Labour chancellor is ‘fiddling the fiscal rules’ in her first Budget
Business - Financial Times - October 30
Capital gains tax calculator: how are you affected?

UK chancellor Rachel Reeves has announced an immediate increase in her first Budget
Business - Financial Times - October 30
Ryan Reynolds and Rob McElhenney Welcome a New Investor to Wrexham

The club has reached a level where some teams make eye-watering financial losses in chasing the dream of reaching the Premier League.
Sports - The New York Times - October 31
Chinese smartphone company Honor gets new investors as it gears up for IPO

Chinese smartphone company Honor on Thursday announced backing from new investors as the Huawei spinoff prepares for an initial public offering.
Business - CNBC - October 31
Musk in funding talks with Middle East investors to value xAI at $45bn

Early discussions include existing backers of artificial intelligence start-up
World - Financial Times - October 31
MicroStrategy’s Saylor on the strategy to load up on bitcoin and how investors should value it

A recent interview helps explain what MicroStrategy is doing with its strategy to issue securities to buy bitcoin.
Business - MarketWatch - October 31
‘DJT’ stock has seen ‘aggressive’ selling by retail investors leading into election

During Donald Trump’s 2024 campaign for president, investors have used shares of Trump Media & Technology Group Corp. as a way to bet on the outcome of the election. But with just a few days to go ...
Business - MarketWatch - October 31
Beaten-up Nextracker provides investors a reason to believe. But timing is key here

Shares of Nextracker jumped 22% on the back of stronger-than-expected results and an increase to its project backlog.
Business - CNBC - October 31
Apple sales rise 6%, company seeing early iPhone 16 demand

Apple reported earnings after the bell. Here are the results.
Business - CNBC - November 1
Barclays’ chief defends Reeves as business criticises Budget tax rises

Retail and hospitality bosses warn UK chancellor that national insurance changes will lead to job losses
Business - Financial Times - October 31
Stock market suffers a Halloween selloff as tech investors get the chills

A confluence of frightful factors sank stocks on the final day of October.
Business - MarketWatch - November 1
Investors step up bets that US election will trigger market volatility

Jitters sweep through bond and currency markets before presidential vote
World - Financial Times - November 1
Low-volatility ETFs lose favour as investors jump to buffered peers

Despite poor returns in recent years, analysts say people could be missing out on their long-term investment potential
World - Financial Times - November 1
Investors warn of lasting ‘risk premium’ in gilts following UK Budget

Traders play down parallels with 2022 market crisis but say rise in borrowing costs will linger
Business - Financial Times - November 1
Foreign investors fear India’s stock market boom may be over

International investors pull out more than $10bn from Indian stocks as indices record largest fall since March 2020
Business - Financial Times - November 4
Stock-market investors should treat Trump and Harris election playbooks with caution

Wall Street makes trading elections sound as easy as falling off a log. Reality often disappoints.
Business - MarketWatch - November 4
Presidential election offers opportunities — and risks — for ETF investors, experts say

In the months ahead, some ETFs or funds could outperform depending on who becomes president, but experts caution against making any hasty moves.
Business - CNBC - November 4
How the 'vibecession,' global economic uncertainty are influencing investors this election year

More than 60 countries held or will hold national elections in 2024. Here's the Principal Financial Group CEO's take on investors' response.
Business - CNBC - November 5
The election result investors fear historically is the best for the stock market

Evercore strategists led by Julian Emanuel crunched the numbers and it turns out unified government actually is the best for the stock market.
Business - MarketWatch - November 5
Cryptocurrencies rise as investors brace for election results, bitcoin briefly tops $70,000

Cryptocurrencies were higher as investors looked forward to results from the U.S. presidential election.
Business - CNBC - November 5
Investors Wrong to Fear Colombia Regional Overhaul, Advisers Say

World - Yahoo News - November 5
Apple warns future products may never be as profitable as iPhone

Analysts say artificial intelligence and virtual reality headsets might have lower margins than smartphones and App Store
Business - Financial Times - November 5

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