October 27, 2025

Shifting signals in European equities

European equity markets are seeing moderate gains at the outset of the week, supported by improving US‑China trade prospects and forthcoming central‑bank decisions...

Why vanadium is starting to matter in new places

Vanadium’s role is expanding beyond steel, as long-duration energy storage becomes a serious source of demand...

Two parallel forces redefining global gas positioning

LNG export growth and underground storage investment are converging to reshape the structure of global gas markets, with clear signals for long-term capital...

Emerging markets angle gains from shifting trade winds

Emerging‑market assets are gaining traction as trade tensions ease and reform momentum rises in key economies...

Copper moving into sharper focus as trade and supply disruptions align

Copper is moving into focus as trade stability and supply disruptions converge at a key moment for long-term demand...

China’s latest market move hints at deeper alignment between capital and policy

China’s equity rally is less about momentum and more about alignment, between trade signals, policy tone, and capital flows...

JPMorgan European Discovery Trust reports outperformance in September (JEDT)

As of 30 September 2025, the trust outperformed its benchmark. Gains were supported by strong stock selection in construction, materials, and energy, with Tecnicas Reunidas and Puuilo contributing positively...

US natural gas export pivot offers investor intrigue

The US natural gas market is realigning, export growth and global linkages are replacing the old domestic abundance story...
Search

Funds

October 27, 2025

Shifting signals in European equities

European equity markets are seeing moderate gains at the outset of the week, supported by improving US‑China trade prospects and forthcoming central‑bank decisions...

Why vanadium is starting to matter in new places

Vanadium’s role is expanding beyond steel, as long-duration energy storage becomes a serious source of demand...

Two parallel forces redefining global gas positioning

LNG export growth and underground storage investment are converging to reshape the structure of global gas markets, with clear signals for long-term capital...

Emerging markets angle gains from shifting trade winds

Emerging‑market assets are gaining traction as trade tensions ease and reform momentum rises in key economies...

Copper moving into sharper focus as trade and supply disruptions align

Copper is moving into focus as trade stability and supply disruptions converge at a key moment for long-term demand...

China’s latest market move hints at deeper alignment between capital and policy

China’s equity rally is less about momentum and more about alignment, between trade signals, policy tone, and capital flows...

JPMorgan European Discovery Trust reports outperformance in September (JEDT)

As of 30 September 2025, the trust outperformed its benchmark. Gains were supported by strong stock selection in construction, materials, and energy, with Tecnicas Reunidas and Puuilo contributing positively...

US natural gas export pivot offers investor intrigue

The US natural gas market is realigning, export growth and global linkages are replacing the old domestic abundance story...
Search

Funds

October 27, 2025

FTSE 100

Funds