China stimulus unleashes ETF buying spree in US and Europe

October 10, 2024-A scramble for Chinese equities united the global investment industry last month, just as attitudes towards European and Japanese stock markets became heavily bifurcated along geographical lines.

Despite strong domestic enthusiasm, foreign exchange traded fund investors turned their backs on European and Japanese stock markets in September.

Yet global investors were unified in their enthusiasm for Chinese stocks after the People's Bank of China unveiled a series of stimulus measures that included monetary easing, steps to support the country's crisis-hit property market and a Rmb800bn fund to boost the stock market, by lending to asset managers, insurers and brokers to buy equities and to listed companies to buy back their stock.

Even as Global Uncertainty Surges, Economic Sentiment Remains Positive

November 10, 2025-Amid rising geopolitical rifts and trade tensions, global economic uncertainty has surged, yet sentiment about economic prospects remains positive
Major policy shifts this year have been adding to unknowns about the future and policy decisions, according to our World Uncertainty Index which has doubled since January.

Gold Market Commentary: Technical difficulties October 2025

November 6, 2025-Key takeaways for the month:
Gold hit its 50th all-time high but faced a rollercoaster ride due to a momentum flush-out and a stronger dollar. Despite this, gold posted solid gains for the month.
Looking ahead, technical indicators suggest a short pause, but the overall trend remains strong, supported by solid fundamentals.