The big story of 2025 isn’t the one you thought it was

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

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

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

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

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

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