Investors been cautious to embrace the rally We are seeing an ‘everything’ rally, of both bonds and equities, as the inflation and interest rate shock eases. Yet investors have been cautious to embrace it. Equity inflows are barely positive this year after big 2022 outflows. These small inflows are a…

Could the crypto recovery be mirroring 2019? As January’s crypto rebound maintains momentum, dYdX and Fantom are leading with more than 20% gains. dYdX and Fantom race higher with 30% gains each

Q4 earnings coming in ‘less bad’ US Q4 earnings are on track to give some relief to worried investors and help markets. Its early days with heavyweights AAPL, AMZN, GOOG this week. Companies have managed expectations well so far. But investors are responding more to management guidance. Lower profit margins…

Axie Infinity leads with more than 45% gains As Bitcoin strengthens above $22K, a rally in metaverse tokens has pushed the total crypto market cap back above $1 trillion. Bitcoin holds steady above $22K:

Global view on what investors are thinking Our global survey gets into the investing minds of 10,000 retail investors in 13 countries. Shows ever-important retail investors resilient. Younger investors are seeing the bright side of the bear market. Confidence beginning to rebound as inflation falls. An investor dash-for-cash balanced by…

Avalanche follows with 40% gains on Amazon deal Cryptoassets across the market are enjoying big gains, with Bitcoin adding more than 20% last week as altcoins popped even higher.

The long investment legacy of covid Three years after first covid death and investors have moved to other worries. But we continue to live with its consequences. China now ‘goes for growth’ and ends its zero-covid policy, with big global impacts. 2020’s huge spending shortened the recession but drove today’s…

Polygon, ApeCoin, and Sandbox make double-digit gains Solana is the star of the crypto market this week, making a powerful 60% rebound after it was almost left for dead following the collapse of a large crypto exchange. The bouncing altcoin beat the performance of Bitcoin, which reclaimed $17K over the weekend after US jobs data showed that…

Our sector and style rotation roadmap Market stress gave plenty of opportunity among equity sectors and investment styles last year. The performance gap between best and worst was an above average 105% for US sectors and 32% for styles. We see cautious High Dividends, Defensives, and Value still leading in…