I think that extreme fund flow picture where just US assets were being bought, including other developed equities, like European equities, despite there being not much growth there, I think that phenomenon might not sustain.
Rising bond yields and inflation remain key risks for markets: Candace Browning
Global investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate profits and expectations of easy monetary policy are supporting
May 27, 2026