The confidence shown by around 90 per cent of the 30 real money investors (pension funds etc.) plus 22 hedge funds polled represented an all-time high since the survey was launched in February last year. Uncertainty regarding the fiscal cliff led to a less bullish sentiment for the short term.
There were still more customers who felt they were under-invested (that their risk position should be raised if they were to be aligned with their sentiment) compared with November.
Table of contents Why industrial heat is now a balance-sheet issue 1) The commercial frontier:…
Global GDP growth has proven resilient in 2025, despite the shocks caused by the trade policies…
A proposal to bar large institutional investors from buying single-family homes has jolted real-estate equities…
The overnight capture of Nicolás Maduro has jolted geopolitics — and, almost immediately, reset the…
Rolex has finally confronted the watch flipper economy — not by flooding the market or…
By the end of 2025, the energy transition’s most persistent objection — that renewables cannot…