Fund managers including BlackRock, Allianz and Ruffer are betting political stability will boost London market
View on the outlook for markets are unusually divergent
One of few listed management consultancies
Small-cap stocks surge in expectation they will benefit disproportionately from a Fed interest rate cut
Investors should be prepared for more volatility and tougher times ahead
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Where to hide when the AI bubble pops
Analysts expect an uptick in profits from corporate America will make up for tech sector slowdown
The Russell 2000 index struggles as megacaps dominate
The story of stocks this year is unambiguously sparkly but the mood is fragile
The misallocation of capital in the economy will fuel inflation
Some investors are nervous that much of the rally has been driven by a few ‘megacap’ tech companies
Special measures will be needed if London’s renaissance is to include a revival of smaller stocks
Macron madness rings my contrarian bells
Landmark moment for US chipmaker caps explosive rally fuelled by investor excitement over artificial intelligence
And more on American exceptionalism
Chipmaker rides AI-fuelled rally that has contributed to broader S&P 500 gains
And volatility is suppressed
Managers scale back or ditch bets against London-listed stocks after M&A activity drives sharp share price rises
Rising margins underpin valuations despite worries that the market is expensive
And equity spreads
Volumes for some sub-$1 shares are above those of Tesla and Apple as retail investors target cheap but volatile names
And market breadth revisited
And one more point on valuations
Rates, returns and demographics