US equities

Wall Street wobbles, nerves fray—European investors stay cool, filter the noise, and focus on long-term stability amid market turbulence.

Nasdaq is preparing to extend its trading hours, aiming to introduce 24-hour, five-day-a-week trading by the second half of 2026—pending regulatory approval.

It was the day Wall Street lost patience with President Donald Trump. Monday’s selloff was swift, messy, and impossible to recover, as investors recoiled from a tech slump, tariff-inspired fears, and fresh jitters over the economy.

There aren’t many must-reads in the investment world, but UBS’ Global Investment Returns Yearbook is one of them. Compiled by academics at London Business School and Cambridge University, the annual report digs into long-term market trends, often challenging conventional thinking.

Investors, once emboldened by the so-called ‘Trump trades’ - long U.S. dollar, short U.S. government bonds, and overweight anything American - are now struggling to identify the next structural theme. The big uncertainty: tariffs.

While the “Magnificent Seven” are expected to deliver strong results, it is the remaining 493 companies in the S&P 500 that are increasingly catching attention with improving earnings.

Wall Street’s relentless climb offers both a spectacular show and a precarious wager on the world’s most dynamic economy .While sceptics see a bubble ready to burst, optimists argue that growth is justified.

The year 2025 can only be an exceptional one for equities if geopolitical stability materialises, a prospect that seems unlikely. Large asset managers are once again emphasising diversification to withstand the anticipated volatility.

Quintet chief investment officer Daniele Antonucci shared where the private bank has increased and decreased its exposure, plus investment trend shifts among its European clientele.

Major technology companies such as Amazon, Google, and Oracle are aggressively expanding into nuclear power, sparking significant investor interest in the sector’s stocks and ETFs. However, concerns are emerging about potential ‘pump and dump’ schemes in the rapidly growing space.