Resilient and profitable performers will excel in the era of deglobalisation

2 min read

A professional inve

This article is from...

MoneyWeek Magazine

6 June 2025

Can the dax’s performance continue to lure people away from us shares?

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

MoneyWeek

Europe: cheap and ready to rise

Andrew van Sickle: Shall we start with an overview of your fund? Daniel Avigad: The TM Lansdowne European Special Situations Fund is a long-only, mid- to large cap-focused Europe ex-UK fund. We concen

Dividend growth stars

THE COMPANIES BOOSTING RETURNS TO SHAREHOLDERS

No signs of fear in markets as ‘taco trade’ leads us stocks back to highs

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

Should investors be looking to emerging markets after liberation day?

Examining the fall-out from tariffs news and the wider pros and cons of investing in companies from the developing world

Could european outperformance hit a roadblock and what about the long-term?

It could take a long time to reverse decades of lagging behind the US