Author: user

Conventional wisdom says that when stocks fall bonds (particularly Treasurys) will pick up the slack. During April’s tariff announcements, however, stocks tumbled as expected, but bond yields rose, meaning their prices fell and didn’t come to the rescue. For many investors (and some advisors) it felt like 2022 déjà vu when both stocks and bonds tanked by double digits amid high inflation and a series of Fed interest-rate hikes.Some clients may be fearful that bonds are no longer a reliable hedge against stock market volatility. I wouldn’t go that far, but now might be a good time to review the…

Read More

At the 2025 SMM (2nd) Global Renewable Metal Industry Chain Summit – Main Forum hosted by SMM Information & Technology Co., Ltd., Jane Xie, the Director of Sustainable Development Business at Shanghai Greenment Environmental Information Technology Co., Ltd., delivered a speech on the topic of “How ESG is Forging the Future of Metals.” The Impact of ESG on the Metals Industry ESG Accelerator | Investors ESG is no longer a ‘nice-to-have’ box to tick; it’s the fundamental license to operate and compete for the entire value chain. ESG Accelerator | Supply Chain Recycled Metals as an ESG Solution Challenges: Key…

Read More

As the Federal Reserve likely holds interest rates steady, mortgage rates are expected to stay in a narrow range. Tharon Green/CNETWith each passing day, it seems like average 30-year mortgage rates could remain stuck near 6.8% for the rest of the year. Yet conflicting economic forces could push mortgage rates up or down in the coming months.Housing market experts say the same thing: The direction of mortgage rates depends on the economic impact of policies by the Trump administration and the projected pace of the interest rate cuts by the Federal Reserve.On Wednesday, the Fed plans to keep borrowing rates the same at its…

Read More

Meta Platforms and XGS Energy have announced a groundbreaking agreement to develop 150 MW of next-generation geothermal power in New Mexico. This project aims to supply clean, steady, and water-free electricity to Meta’s data center operations, while also feeding power into the PNM electric grid. Urvi Parekh, Global Head of Energy at Meta, said, “Advances in AI require continued energy to support infrastructure development. With next-generation geothermal technologies like XGS ready for scale, geothermal can be a major player in supporting the advancement of technologies like AI, as well as domestic data center development. We’re excited to partner with XGS…

Read More

Image source: Getty Images With the FTSE 100 trading close to record highs, some of the UK’s largest companies are starting to look quite expensive to me. As a long-term investor, I’m looking for stocks with the potential to beat the market over long periods. For me, that sometimes means following Warren Buffett’s example and buying shares in good businesses that are temporarily out of fashion. I reckon I’ve found two FTSE 100 stocks that could fit the bill perfectly. Quality at a bargain price? Sports fashion footwear retailer JD Sports Fashion (LSE: JD.) has seen its share price halve…

Read More

Image source: Getty Images The Lloyds (LSE: LLOY) share price is up nearly 40% in 2025 so far, making it one of the standout performers in the FTSE 100. After years of lagging behind, the UK’s biggest mortgage lender has bounced back. But I think long-term investors should look through the noise and see what prospects lie ahead in 2025 and beyond. Recent financials The company’s share price has been propelled to 76p each as I write on 17 June by a combination of solid financials, reduced uncertainty and a relatively robust economic outlook. Despite reporting a 20% drop in…

Read More

European Central Bank (ECB) policymaker Francois Villeroy de Galhau said on Tuesday that they are in a good position on interest rate policy but noted that there is now more uncertainty following the Iran-Israel conflict.Key takeaways”We should incorporate Euro appreciation into our monetary policy decision.””We need more agile pragmatism more than ever.””We need a common calendar for the European economy and financial integration following the Draghi report.””I fully support ECB President Christine Lagarde’s idea of global role of Euro.””We need deeper, more liquid, more integrated financial markets in Europe.”Market reactionEUR/USD edges slightly lower following these comments and was last seen…

Read More

Image source: Getty Images Scottish Mortgage Investment Trust holds around 95 growth stocks. While some of these are private holdings that could theoretically go under, adding risk, there are plenty of listed stocks that I think will drive value over the next five years. Here are two of them. Let’s start with the largest, namely Instagram and Facebook owner Meta Platforms (NASDAQ: META). Shares of the social media giant have rocketed 327% over the past three years, pushing the market cap up to a meaty $1.76trn.  Fears that TikTok would eat into Meta’s market share appear to have been misplaced.…

Read More

Image source: Getty Images When I buy stocks for my ISA portfolio, I’m obviously backing them to rise. But I have higher conviction in some than others.  Here are three holdings I expect to do well over the next decade. As such, I think they’re worth considering. Pricing power Let’s start with one powerful trend that’s ongoing: the rise of the world’s super-rich. According to Oxfam, the number of billionaires jumped 7.3% last year to 2,769. Multimillionaires are also increasing, especially in Asia.   This is an incredibly supportive backdrop for luxury carmaker Ferrari (NYSE: RACE). Last year, the firm shipped…

Read More