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

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

Tariffs, Trump and volatile stock market performance blight our picks

WHO IS WINNING BETWEEN NOVO-NORDISK AND ELI LILLY?

Star manager buys more shares and hopes fellow investors will be ‘rewarded for their patience’

Long-term bond yields have risen despite weakening economic data