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Editor’s View: Tom Sieber
Defence names, gold miners and European stocks have led the way in 2025
Investors should ignore overvaluation talk and buy the AI chip champion
Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming
The only countries that own more bitcoin than the UK are the US (with 207,000 bitcoin) and China (194,000). Britain has 61,000, worth more than $6bn. But don’t tell Rachel Reeves. She might be tempted
A whistle-stop tour of new faces, farewells, winners and losers
Germany isn’t the only magnet as investors are also warming to global ex-US funds