The first-quarter market winners and losers

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

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

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

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

Tariffs, Trump and volatile stock market performance blight our picks

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