Retail investors are set to wield greater influence over U.S. equity markets after a record-breaking year of inflows, cementing their role as a structural force rather than a temporary phenomenon. According to analysts at J.P. Morgan, retail inflows into U.S. stocks in 2025 have surged 53% year-on-year, reaching levels 14% above the peak of the...
Despite strengthening its financing, Paramount Skydance has yet to convince at least one major shareholder that its bid for Warner Bros Discovery is compelling enough. Harris Oakmark — Warner Bros’ fifth-largest shareholder (~4%) — says Paramount’s amended $108.4bn offer is “necessary, but not sufficient”, signaling it would hold out for better economics before backing a...
BP has agreed to sell a 65% stake in Castrol to U.S. private equity firm Stonepeak for approximately $6 billion, valuing the lubricants business at $10.1 billion. The transaction is a cornerstone of BP’s $20 billion divestment plan, aimed at: BP will retain a 35% minority stake in a new joint venture, with an option...
resh U.S. data points to continued resilience in business equipment spending at the start of Q4, despite tariff pressures and manufacturing headwinds. According to the U.S. Commerce Department, core capital goods orders — non-defense orders excluding aircraft — rose 0.5% in October, beating expectations and building on an upwardly revised 1.1% gain in September. More...
2025 marked a structural shift in U.S. equity markets: retail investors became a dominant force, not just a marginal one. According to J.P. Morgan, retail inflows into U.S. stocks are on track to hit record levels, up 53% year-on-year, surpassing even the 2021 meme-stock era. Retail trading now accounts for 20–25% of total market activity,...
Gold is once again at the center of global portfolios. With prices hovering near $4,500/oz, bullion has risen more than 70% this year — its strongest annual performance since 1979. This rally is not speculative hype alone. It reflects a structural shift in how investors, institutions, and central banks think about risk, currency, and capital...