• November 1 2025
  Katie Martin

  Safety strategies for a bubble market

  With few haven options, the best choice for many investors may be to ride the stock market surge and see where it takes us

  
• October 24 2025
  Katie Martin

  The investor gold rush is an outbreak of huge overthinking

  Usefulness of the yellow metal as a hedge against inflation is flaky

  
• October 17 2025
  Katie Martin

  A Fomo rush is resetting corporate bonds

  Only the wilfully ignorant can fail to see that risk-taking is running at an alarmingly aggressive pace

  
• October 10 2025
  Katie Martin

  A dollar rally could be the next jolt for markets

  If a recent pick-up gathers momentum, there could be a scramble to reset portfolios

  
• October 3 2025
  Katie Martin

  Trump’s attacks cast a chill on what Wall Street says

  Economists and investors say there are scattered signs of self-censorship

  
• September 26 2025
  John Plender

  Double-Fomo driving US markets

  The allure of US exceptionalism and AI is still drawing investors despite concerns over Trump’s policies

  
• September 19 2025
  Katie Martin

  The dollar is taking the hit from worries over the US

  Stock rally is masking deep anxiety from investors about the path forward for the world’s biggest economy

  
• September 12 2025
  Katie Martin

  The strains on the private equity model are showing

  Firms are still struggling to deal with a lack of exits from their investments

  
• September 6 2025
  Katie Martin

  The bond doom-mongers have got at least one thing right

  Pressure on government borrowing costs is building

  
• August 30 2025
  Katie Martin

  Trump’s Fed meddling pushes investors closer to their red line

  There may be more stress than is apparent, particularly on long-term debt

  
• August 23 2025
  Katie Martin

  Tech stocks are sending a warning

  Sell-off provides a reminder of the risks of the sector’s dominance in public and private markets

  
• August 16 2025
  Katie Martin

  Investors grapple with Trump’s corporate America

  It is no longer left to the invisible hand of capitalism to figure out who are the winners

  
• August 9 2025
  Brendan Greeley

  The futile loneliness of a crypto short

  I never bet against crypto — that doesn’t mean I like it

  
• August 2 2025
  John Plender

  The logic behind the deregulation push by Reeves is flawed

  The precedents for liberalising rules in finance do not augur well

  
• July 19 2025
  Katie Martin

  UK investors still face a gap between 1990s nostalgia and reality

  Contrary to common belief, British pensions have little exposure to domestic equities

  
• July 12 2025
  Katie Martin

  Tidings from my stock market humble pie

  Retail investors who bought the dip after the tariff sell-off have done well but the outlook for US shares is still challenged

  
• July 4 2025
  Katie Martin

  Nervy markets put Reeves and Starmer on notice

  Investors are getting fed up of being used by governments around the world as a low-cost cash machine

  
• June 28 2025
  Katie Martin

  Time to give the euro a glow-up

  The drumbeat of support for Europe to make its move to challenge the dollar is growing

  
• June 20 2025
  Katie Martin

  Any tidal shift of investors away from the US will take time

  Despite a stock rally, it is still unwise to assume the view of investors of America is not changing

  
• June 14 2025
  John Plender

  Fretting over IPO market share is just atavistic mercantilism

  The central role of equity raisings is to raise capital for companies that are already quoted

  
• June 6 2025
  Katie Martin

  Why we should worry about the rise of stablecoins

  Asset-backed digital currencies could pose risks to bedrock of global financial system

  
• May 30 2025
  Katie Martin

  US stock rally faces some stiff tests

  Donald Trump’s ‘big, beautiful’ budget bill could make or break the market trend

  
• May 23 2025
  Katie Martin

  The EU needs to step up its challenge to the dollar

  The euro should be developed more as a haven asset for times of market stress

  
• May 17 2025
  Katie Martin

  The ‘Taco’ factor has spurred markets higher

  The notion that Trump Always Chickens Out on difficult policy resulted in a strange, shaky rally

  
• May 10 2025
  Katie Martin

  What the turmoil in Asian currencies tells us

  The really big risks to the dollar remain US geopolitical and policy errors