The Japanese equity market has had a strong start to 2024 and continues to flirt near record highs, but how long can this continue? We ask Schroder Japan Trust’s Masaki Taketsume this question, along with why he thinks real positive structural shifts are in motion. IG’s Angeline Ong also gets Taketsume’s outlook for the yen amid swirling BoJ intervention talk. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram, and YouTube  *Your capital is at risk. 70% of retail CFD acco ..read more

TSMC’s stellar Q2 revenues are likely to give chip and AI-related stocks another boost, says Tematica CIO Chris Versace, and potentially lead to further upgrades for the chip industry. Versace also discusses Samsung’s big bet on ‘foldables’ with IG’s Angeling Ong, and why US Fed chair Jerome Powell has to balance inflation with jobs growth. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram, and YouTube  *Your capital is at risk. 70% of retail CFD accounts lose money ..read more

As the European Commission's provisional tariffs on Chinese-made EVs take effect, IG’s Angeline Ong catches up with Xiaolin Chen, Head of International at KraneShares to discuss the potential impact of the ongoing trade tit-for-tat and how investors can position for this. Chen also explains why EVs, renewables, and healthcare were some of the most discussed topics at the latest World Economic Forum in Dalian, China.   Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram, and  ..read more

This US jobs reading could keep the Wall Street melt-up going. If it’s not a ‘hot’ number, then it could give the Fed room to cut rates, says Tematica CIO Chris Versace.  Plus, why bank stress tests indicate risks cracks could be emerging. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram, and YouTube  *Your capital is at risk. 71% of retail CFD accounts lose money ..read more

The 2024 UK general election has been anything but boring, with PM Rishi Sunak soaked to the skin, to alleged betting scams and Nigel Farage, back from the political dead. So, with just days to go until voters head to the polls, IG’s Angeline Ong caught up with Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain to find out what they are expecting out of this election, and more importantly, how to trade it. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram, and Yo ..read more

You know it's an election year both sides of the Atlantic when tariff threats fly thick and fast. We've had tariff threats linked to semiconductors, pork and agriculture so far. KraneShares CIO Brendan Ahern unpacks the political sabre-rattling with IG's Angeline Ong and how to trade it. Ahern also says the Wall Street 'melt-up' may well continue this summer before the US election.  Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram, and YouTube  *Your capital is at risk ..read more

With Wall Street crossing the 20-month anniversary of the bull market, many investors are asking if the rally is looking stretched. John Stoltzfus Chief Investment Strategist, Managing Director at Oppenheimer Asset Management tells IG’s Angeline Ong the rally could go on longer than many expect because many tech companies’ products are becoming more deeply embedded in the lives of business and consumers.   Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram, and YouTube&nbs ..read more

US indices have defied gravity so far in 2024, and this may continue from a fund flow perspective. Dewi John, Lipper’s Head of UK Research joins IG’s Angeline Ong to explain the rotation underway from the UK funds into the US. John also says there’s evidence investors are rotating from passive to managed funds, as we head into H2.   Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram, and YouTube  *Your capital is at risk. 71% of retail CFD accounts lose money ..read more

With the last rate meeting before the UK general election, PM Rishi Sunak is hoping for a rate cut, however this is unlikely to come through. That being said the event may be the volatility peak of the week watching EUR/GBP particularly. Outside of this is PMI data towards the end of the week across Japan, the eurozone, including France and Germany, the UK and US. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube ..read more

The big swing point in the coming week, starting 10 June, will doubtless be the interest rate decision in the US. The Federal Reserve is not expected to move, but with the Swiss National Bank, the Swedish Central Bank and the European Central Bank having cut rates, the starting gun has been fired. The big question is with inflation still simmering, is the Federal Reserve right to wait? There is also a Friday 14th rate decision from the Bank of Japan. Earnings are thin on the ground, but Oracle, still being led by the man who founded the company almost 47 years ago, Larry Ellison on 16 Jun ..read more