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U.S. equity funds experienced their largest weekly inflows since November, with investors adding $22.24 billion amid optimism over corporate earnings, despite recent tariff announcements from President Trump. Large-cap funds attracted $23.1 billion, while small-cap and multi-cap funds also saw gains. Conversely, U.S. bond funds faced accelerated outflows of $2.97 billion, and sectoral equity funds recorded $1.96 billion in net outflows, primarily from consumer discretionary funds.
BlackRock has launched the iShare Bitcoin ETP for European investors, allowing access to Bitcoin without direct trading, backed by Coinbase custody. This rapid development has prompted UBS, previously skeptical of cryptocurrencies, to quickly adapt and enter the market, driven by competitive pressures and missed opportunities in the crypto boom. Chief Investment Officer Mark Haefele's past forecasts have often been inaccurate, raising questions about UBS's strategy moving forward.
Gold prices have reached an all-time high, surpassing $3,000 per ounce, achieving a target set by UBS Global Wealth Management. Wayne Gordon, managing director at UBS CIO in Singapore, discusses the potential for further price increases in the market.
The Global Investment Returns Yearbook 2025 highlights the significance of diversification in reducing portfolio risk amid rising market concentration. With 125 years of data, it reveals that while 21st-century equity returns have been lower than those of the 20th century, global stocks still achieved an annualized real return of 3.5%. The Yearbook emphasizes the importance of a long-term investment perspective and disciplined asset allocation strategies.
The UBS Global Investment Returns Yearbook 2025 reveals significant shifts in market dynamics over 125 years, highlighting that 80% of U.S. company value in 1900 is now in marginal sectors, while stocks have dramatically outperformed bonds and inflation. Market concentration has surged, with the U.S. now holding 64% of global capitalization, primarily driven by technology stocks. Despite globalization's impact on market movements, international diversification remains crucial for managing volatility, and inflation continues to influence long-term asset returns.
US tariffs are set to impact various economies, with China, the EU, and Mexico being the most vulnerable. Taiwan, heavily reliant on US revenues, faces significant exposure due to its microchip exports. Market volatility is expected as investors navigate these trade tensions, with a shift towards quality fixed income investments for stability.
World stocks have hit a six-week low amid renewed tariff concerns as US President Trump announced significant tariffs on imports from Mexico, Canada, and China. Economies like China, the EU, and Mexico are most at risk, with Taiwan's equity market particularly exposed due to its reliance on US revenues. Amidst this volatility, experts recommend quality fixed income investments to manage risk and preserve capital.
World stocks have hit a six-week low amid renewed tariff concerns as the US imposes significant tariffs on imports from Mexico, Canada, and China. Economies like Taiwan, the EU, and Mexico face heightened risks, with Taiwan's equity market particularly exposed due to its reliance on US revenues. Amidst this volatility, experts recommend quality fixed income investments to manage uncertainty and preserve capital.
Technology stocks are gaining traction in pre-market trading, buoyed by Nvidia's positive quarterly report, despite concerns over new tariffs announced by President Trump that could stoke inflation. The Dow Jones is expected to dip, while volatility persists due to economic uncertainties and geopolitical tensions. Other companies like Salesforce and Ebay faced declines, contrasting with Snowflake's impressive 12% rise following strong results.
The latest episode of Monocle features a discussion on long-term investments, focusing on security and safety amid technological advancements, resource scarcity, and societal changes. UBS Global Wealth Management experts Achille Monnet and Alexander Stiehler delve into these structural developments shaping the investment landscape. Other topics include trade dynamics with China, insights from the Global Entrepreneur Report, and the future of women's wealth.
Mark Haefele
People
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
us equity funds experience largest weekly inflows since november amid tariff concerns
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gold prices reach new heights surpassing three thousand dollars per ounce
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investment strategies amid rising tariff concerns and market volatility
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investment strategies amid rising tariff concerns and market volatility
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long-term investment strategies addressing security and safety challenges
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01:02 24.02.2025
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