Global risk-on sentiment is pushing investors deeper into frontier markets, with Uganda emerging as an unexpected hotspot for yield seekers. Offshore holdings of Uganda’s local bonds have hit a record $2–2.7B (≈12% of total domestic debt), even though the country isn’t included in major JPMorgan indices. Why Uganda? But Frontier Risks Remain Broader Trend As...
Bitcoin and major crypto assets plunged on Friday as a global “flight from risk” hit markets.Bitcoin fell 5.5% to $81,668 — a 7-month low — while Ether dropped 6% to $2,661, with both down ~12% for the week. The selloff reflects rapidly deteriorating risk sentiment as lofty tech valuations come under pressure and expectations of...
Britain’s long-neglected £380 billion investment trust sector may finally be approaching a structural shift. After three years of double-digit discounts, falling interest rates, upcoming policy incentives, and rising activist pressure are aligning to unlock long-suppressed value. Investment trusts — a backbone of UK markets for over 150 years — continue to trade at steep discounts,...
Global equity funds recorded their ninth consecutive week of inflows, with investors adding $4.43 billion in the week to Nov. 19, as strong Q3 earnings helped offset concerns over stretched tech valuations. UBS CIO Mark Haefele noted a “robust” earnings season led by tech but supported broadly across sectors. LSEG data shows profits from 4,448...
After a year of heavy foreign selling, Amundi — Europe’s largest asset manager with $2.67 trillion AUM — expects international investors to return to Indian equities as pressures ease and growth normalizes. Foreign investors have offloaded $16.4B in Indian stocks so far in 2025, the second-largest outflow on record, even as domestic institutions stepped in...
U.S. equity funds continued their strong momentum, drawing $4.36 billion in the week to November 19 — nearly 4× higher than the prior week’s $965 million, according to LSEG Lipper. Investors are leaning into U.S. stocks despite stretched tech valuations, supported by a robust Q3 earnings season and positive macro signals. Data from 473 S&P...