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Defence names, gold miners and Europ
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
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
Issue of the week: a global fiscal reckoning ...