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...
Global investors are increasingly reallocating capital toward Chinese artificial intelligence companies, seeking diversification as concerns mount over stretched valuations in U.S. AI stocks. With the Nasdaq trading near 31x earnings, compared with ~24x for Hang Seng Tech, relative value is becoming harder to ignore. At the same time, Beijing’s push for technological self-reliance is accelerating...
Australian Retirement Trust (ART) has agreed to acquire a near-20% stake in Westfield Sydney for A$864 million (US$576 million), reinforcing long-term institutional appetite for trophy retail assets in core CBD locations. The transaction values the asset in line with book value and follows Scentre Group’s broader strategy of recycling capital from mature retail holdings. Westfield...
Trian Partners and General Catalyst have agreed to acquire Janus Henderson for $7.4 billion, marking the culmination of a five-year activist campaign led by Nelson Peltz. At $49 per share, the deal represents an 18% premium and underscores a clear industry trend:👉 scale matters more than ever. As active managers face relentless pressure from low-cost...