From the editor...

Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming

Issue of the week: a global fiscal reckoning ...

Germany isn’t the only magnet as investors are also warming to global ex-US funds

Defence names, gold miners and European stocks have led the way in 2025

Many companies in the UK market will be hoping to benefit from volatility and uncertainty caused by Donald Trump’s trade policies. Fund manager Jupiter says it is seeing evidence of investors rotating

Watching events in Tokyo closely is likely to be a smart move