Global investors were jolted over the weekend as U.S. President Donald Trump threatened 30% tariffs on imports from Mexico and the EU, effective August 1, marking a renewed escalation in global trade tensions.📉 Markets React Cautiously:The S&P 500 ended the week down just 0.3%, holding near record highs.The pan-European STOXX 600 fell 1% on Friday,...
U.S. Investors Retreat from ESG Shareholder Resolutions Amid Politica
Support for shareholder proposals focused on climat in thedropp,M dat16% — half the level of three years ago.📉 Key Drivers Behind the Shift:Political headwinds: Growing resistance to ESG from President Trump and Republican lawmakers.Corporate action: Many companies have already adopted reforms, closing disclosure gaps that activists previously targeted.Risk aversion: Large investors are increasingly cautious about...
U.S. Covered Call Funds See Record Inflows as Investors Seek Yield and Stability
U.S. covered call funds have experienced record inflows this year, with investors increasingly turning to these funds for higher returns and protection from ongoing market volatility, fueled by tariff risks and geopolitical tensions.According to Morningstar data, U.S. derivative income funds, primarily built on covered call strategies, attracted a record $31.5 billion in the first half...
Record Inflows into U.S. Covered Call Funds as Investors Seek Yield and Stability
U.S. covered call funds are seeing record inflows in 2025 as investors seek a consistent income stream and protection from market volatility. With tariff risks and geopolitical tensions continuing to cloud the markets, covered call funds are offering a strong alternative to traditional equity and bond investments.According to Morningstar data, U.S. derivative income funds, which...
Singapore’s Central Bank Allocates S$1.1 Billion to Boost Stock Market
Singapore’s central bank, the Monetary Authority of Singapore (MAS), is injecting S$1.1 billion ($856.36 million) into the stock market through three asset managers as part of a broader S$5 billion initiative. This move is aimed at revitalizing the local stock market and comes amid an ongoing review of market practices initiated by MAS in August...
Global Uncertainty Slows Down Activist Investor Campaigns – Barclays Data
Amid rising tariffs, geopolitical tensions, and erratic U.S. policy signals under President Donald Trump, activist investors are hitting the brakes. New data from Barclays shows a 12% drop in activist campaigns globally during the first half of 2025 — 129 campaigns, down from 147 a year ago.“The environment is shaped by mixed economic signals, war...
