Teamshares, a fast-growing buyer of small and mid-sized U.S. businesses, is set to go public via a $746 million SPAC merger with Live Oak Acquisition Corp, backed by funds advised by T. Rowe Price. This marks another sign that SPACs are officially back in 2025, with major institutional investors returning to the structure after years...
The explosive rally in AI stocks is creating a market risk that has no historical playbook, warns Stefan Hoops, CEO of DWS (≈ €1.1 trillion AUM). Unlike the dotcom bubble, this time it’s retail investors, not institutions, driving much of the AI frenzy – and their behaviour in a real downturn is still untested. ⚠️...
Investor appetite for U.S. equities cooled sharply last week, with inflows slipping to $1.15B — the weakest since mid-October — as markets reassess the durability of the AI-led rally and signs of softer U.S. labour conditions. 📉 Tech Momentum Loses Steam Yet, UBS CIO Mark Haefele notes valuations are still well below dot-com bubble levels:➡️...
Swiss-based digital asset manager 21Shares has officially launched its first U.S. multi-crypto index ETFs, expanding investor access beyond single-coin spot ETFs into diversified crypto exposure. 🔹 What’s New? Two ETFs debut under the Investment Company Act of 1940 — a major milestone, as nearly all previous crypto ETFs launched under the riskier ’33 Act structure....
Global risk sentiment cooled sharply last week, with equity inflows dropping to just $4.11B, down from $22.27B the week before, according to LSEG Lipper. Why the pullback? 🌏 Regional Flows 📊 Sector Flows 📈 Bonds & Safe Havens Surge 🌱 Emerging Markets 📌 Takeaway Investors are rotating toward short-duration debt, gold, and defensive sectors, while...
A major shift is brewing in global investing. Norway’s sovereign wealth fund — the world’s largest (US$2.1T) — may soon lift its long-standing ban on defence companies, signalling a dramatic rethink as geopolitical risks escalate. 🔹 Why now? • The Ukraine war• U.S. uncertainty over Europe’s defence commitments• Defence spending surging across NATO• Hard questions...