Daily FNArena News - International

The health of the US economy trumps presidential politics, argues Federated Hermes’ Charlotte Daughtrey, with quality smaller cap companies to benefit most

Michael Howell, founder and managing director of CrossBorder Capital, chatted with FNArena from London about global liquidity, its impact on asset markets including equities, gold, bonds and commodities

Behind the Gen.Ai megatrend is the growing demand for data centres with major news making events putting the sector back into the spotlight, alongside the adjacent industries being swept up in the infrastructure build out

Contrary to the naysayers and Gen AI “bubble” doomsters, major research houses remain upbeat, pragmatic and forward thinking on the megatrend, keeping an eye on the details for investors about what matters and where to find the winners

China’s Third Plenum has disappointed, with the country’s leaders setting priorities other than growth, Federated Hermes’ Martin Schulz explains

The best strategy for investors has been, and still is, to take guidance from fundamentals and where interest rates will be heading, says Hamilton Wealth

Investors are paying too much attention to Fed rate cuts while company fundamentals should be their focus, argues Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management

Overnight price action in the US will most likely prove no more than a blip, rather than a sign the tide may be turning out of the bulls’ favour, opines Pepperstone’s Michael Brown

Share markets are having a jolly great time, but investors should not let their guard down, warns Carley Garner

Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?