Markets, Equities, Small & Mid Caps Defoes 6/15/26 Markets, Equities, Small & Mid Caps Defoes 6/15/26 U.S. Small Caps vs FTSE 250: Two Different Domestic Bets Read More Markets, Equities, Portfolio Strategy Defoes 6/10/26 Markets, Equities, Portfolio Strategy Defoes 6/10/26 “Two Markets, One Portfolio”: How Global Investors Actually Use US and UK Equities Read More Markets, Equities, Structure / Listings Defoes 6/9/26 Markets, Equities, Structure / Listings Defoes 6/9/26 Cross‑Listing and ADRs: How UK Stocks Trade in New York (and Vice Versa) Read More Markets, Market Structure, Microstructure, Equities Defoes 6/7/26 Markets, Market Structure, Microstructure, Equities Defoes 6/7/26 Market Hours, Microstructure and Volatility: NYSE/Nasdaq vs LSE Read More Markets, Equities Defoes 6/6/26 Markets, Equities Defoes 6/6/26 ESG, Stewardship and How It Really Affects US and UK Equity Markets Read More Markets, Equities, Consumer & Retail Defoes 6/5/26 Markets, Equities, Consumer & Retail Defoes 6/5/26 Retail & Consumer: US Discretionary vs UK High Street Names Read More Markets, Equities, Macro & Sentiment Defoes 5/28/26 Markets, Equities, Macro & Sentiment Defoes 5/28/26 Earnings Season in the U.S.: Why One Quarter Can Move Global Risk Appetite Read More Markets, Equities, Technology & AI Defoes 5/26/26 Markets, Equities, Technology & AI Defoes 5/26/26 Tech, AI and Concentration Risk in US Benchmarks Read More Markets, Equities, FX & Cross‑asset Defoes 5/25/26 Markets, Equities, FX & Cross‑asset Defoes 5/25/26 Sterling, FTSE and Foreign Earnings: Why a Weak Pound Can Lift UK Stocks Read More Markets, Equities, FX & Cross‑asset Defoes 5/24/26 Markets, Equities, FX & Cross‑asset Defoes 5/24/26 Dollar Strength and US Multinationals: When FX Helps the Index but Hurts EPS Read More Markets, Equities, UK & Valuation Defoes 5/21/26 Markets, Equities, UK & Valuation Defoes 5/21/26 FTSE’s Value Trap Reputation: Fair or Outdated? Read More Markets, Equities, Valuation & Cycles Defoes 5/20/26 Markets, Equities, Valuation & Cycles Defoes 5/20/26 U.S. Stocks at Record Highs: Earnings Expansion or Multiple Risk? Read More Markets, Equities, Japan Defoes 4/17/26 Markets, Equities, Japan Defoes 4/17/26 Nikkei 225 Smashes Records as Japan Becomes the Market to Beat Read More Markets, Equities, Asia & EM Defoes 4/17/26 Markets, Equities, Asia & EM Defoes 4/17/26 Best Week in Years for Asia ex-Japan as Nikkei and Hong Kong Lead Read More Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26 S&P Grinds Higher as Tech Reclaims Leadership Read More Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26 Blue‑Chip Grind Higher, Mid‑Caps Outperform Read More Markets, Equities, Europe Defoes 4/12/26 Markets, Equities, Europe Defoes 4/12/26 European Equities Opened 2026 At All-Time Highs Read More Markets, Equities, Europe Defoes 4/11/26 Markets, Equities, Europe Defoes 4/11/26 Relief Rally Lifts Europe After March Shock Read More Markets, Equities, Asia & EM, Hong Kong / China Defoes 4/8/26 Markets, Equities, Asia & EM, Hong Kong / China Defoes 4/8/26 Hong Kong Market Outlook 2026: Recovery, Not Euphoria Read More Markets, Equities, United Kingdom Defoes 4/7/26 Markets, Equities, United Kingdom Defoes 4/7/26 The FTSE 100 Market Outlook for 2026 Read More Older Posts
Markets, Equities, Small & Mid Caps Defoes 6/15/26 Markets, Equities, Small & Mid Caps Defoes 6/15/26 U.S. Small Caps vs FTSE 250: Two Different Domestic Bets Read More
Markets, Equities, Portfolio Strategy Defoes 6/10/26 Markets, Equities, Portfolio Strategy Defoes 6/10/26 “Two Markets, One Portfolio”: How Global Investors Actually Use US and UK Equities Read More
Markets, Equities, Structure / Listings Defoes 6/9/26 Markets, Equities, Structure / Listings Defoes 6/9/26 Cross‑Listing and ADRs: How UK Stocks Trade in New York (and Vice Versa) Read More
Markets, Market Structure, Microstructure, Equities Defoes 6/7/26 Markets, Market Structure, Microstructure, Equities Defoes 6/7/26 Market Hours, Microstructure and Volatility: NYSE/Nasdaq vs LSE Read More
Markets, Equities Defoes 6/6/26 Markets, Equities Defoes 6/6/26 ESG, Stewardship and How It Really Affects US and UK Equity Markets Read More
Markets, Equities, Consumer & Retail Defoes 6/5/26 Markets, Equities, Consumer & Retail Defoes 6/5/26 Retail & Consumer: US Discretionary vs UK High Street Names Read More
Markets, Equities, Macro & Sentiment Defoes 5/28/26 Markets, Equities, Macro & Sentiment Defoes 5/28/26 Earnings Season in the U.S.: Why One Quarter Can Move Global Risk Appetite Read More
Markets, Equities, Technology & AI Defoes 5/26/26 Markets, Equities, Technology & AI Defoes 5/26/26 Tech, AI and Concentration Risk in US Benchmarks Read More
Markets, Equities, FX & Cross‑asset Defoes 5/25/26 Markets, Equities, FX & Cross‑asset Defoes 5/25/26 Sterling, FTSE and Foreign Earnings: Why a Weak Pound Can Lift UK Stocks Read More
Markets, Equities, FX & Cross‑asset Defoes 5/24/26 Markets, Equities, FX & Cross‑asset Defoes 5/24/26 Dollar Strength and US Multinationals: When FX Helps the Index but Hurts EPS Read More
Markets, Equities, UK & Valuation Defoes 5/21/26 Markets, Equities, UK & Valuation Defoes 5/21/26 FTSE’s Value Trap Reputation: Fair or Outdated? Read More
Markets, Equities, Valuation & Cycles Defoes 5/20/26 Markets, Equities, Valuation & Cycles Defoes 5/20/26 U.S. Stocks at Record Highs: Earnings Expansion or Multiple Risk? Read More
Markets, Equities, Japan Defoes 4/17/26 Markets, Equities, Japan Defoes 4/17/26 Nikkei 225 Smashes Records as Japan Becomes the Market to Beat Read More
Markets, Equities, Asia & EM Defoes 4/17/26 Markets, Equities, Asia & EM Defoes 4/17/26 Best Week in Years for Asia ex-Japan as Nikkei and Hong Kong Lead Read More
Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26 S&P Grinds Higher as Tech Reclaims Leadership Read More
Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26 Blue‑Chip Grind Higher, Mid‑Caps Outperform Read More
Markets, Equities, Europe Defoes 4/12/26 Markets, Equities, Europe Defoes 4/12/26 European Equities Opened 2026 At All-Time Highs Read More
Markets, Equities, Europe Defoes 4/11/26 Markets, Equities, Europe Defoes 4/11/26 Relief Rally Lifts Europe After March Shock Read More
Markets, Equities, Asia & EM, Hong Kong / China Defoes 4/8/26 Markets, Equities, Asia & EM, Hong Kong / China Defoes 4/8/26 Hong Kong Market Outlook 2026: Recovery, Not Euphoria Read More
Markets, Equities, United Kingdom Defoes 4/7/26 Markets, Equities, United Kingdom Defoes 4/7/26 The FTSE 100 Market Outlook for 2026 Read More
