Markets/Economies

Investing in the giants of American capitalism

363. Is US exceptionalism over? Global markets rebalance

361. Has the UK small-cap winter finally thawed?

Backing Japanese smaller companies for a comeback

360. The hidden strength of Asian markets

Meet the global diversifiers

What are fund flows telling us about sentiment?

Why Asia deserves a place in your income portfolio

359. The case for gold in a post-dollar world

Deals, delusions, and debt: the real state of the US economy

Opportunities in Asia — without China exposure

Old demographics, new innovations — So why isn’t healthcare booming?

358. How flexibility wins in uncertain markets

Defence and investing in the new Europe

Can Europe turn recovery into resilience?

Buying the dip: India, US and the UK

355. Why mining still matters in an increasingly volatile world

Why clean energy still shines for investors

A dividend revival: $1.75 trillion and counting

Is happy hour over? Tariffs, inflation, and the storm for markets

Are we seeing the end of US exceptionalism?

353. Tech, tariffs and turmoil: what’s next for investors?

Are tight spreads a bad thing for high yield?

Where to find shelter from market volatility