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, 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, Defence & Aerospace Defoes 6/3/26 Markets, Defence & Aerospace Defoes 6/3/26 Defence and Aerospace on Both Sides of the Atlantic Read More Markets, FTSE 100 & Old Economy Defoes 5/27/26 Markets, FTSE 100 & Old Economy Defoes 5/27/26 Old‑Economy Tilt: Energy, Banks and Miners in the FTSE 100 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, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Markets, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Bank of England, Inflation and the UK Equity Risk Premium 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UK & Valuation Defoes 5/21/26 Markets, Equities, UK & Valuation Defoes 5/21/26 FTSE’s Value Trap Reputation: Fair or Outdated?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, ETFs & Fund Flows Defoes 5/19/26 Markets, ETFs & Fund Flows Defoes 5/19/26 Who Owns the Market Now? The Rise of ETFs in US and UK Equities Read More Markets, Indices & Benchmarks Defoes 5/18/26 Markets, Indices & Benchmarks Defoes 5/18/26 S&P 500 vs FTSE 100: Two "Blue‑Chips", Two Different Worlds Read More Markets, Trading Venues Defoes 5/17/26 Markets, Trading Venues Defoes 5/17/26 Beyond the London Stock Exchange: Where UK Equities Really Trade Read More Markets, Indices & Benchmarks, UK Equities / FTSE 100 Defoes 5/12/26 Markets, Indices & Benchmarks, UK Equities / FTSE 100 Defoes 5/12/26 Inside the FTSE: What Really Drives the UK’s Flagship Index 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 Macro & Geopolitics, United Kingdom, Equities & FTSE 100 Defoes 3/25/26 Macro & Geopolitics, United Kingdom, Equities & FTSE 100 Defoes 3/25/26 FTSE 100 in 2026: Record Highs, Earnings Power, Global Cyclicals Risk 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, 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, Defence & Aerospace Defoes 6/3/26 Markets, Defence & Aerospace Defoes 6/3/26 Defence and Aerospace on Both Sides of the Atlantic Read More
Markets, FTSE 100 & Old Economy Defoes 5/27/26 Markets, FTSE 100 & Old Economy Defoes 5/27/26 Old‑Economy Tilt: Energy, Banks and Miners in the FTSE 100 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, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Markets, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Bank of England, Inflation and the UK Equity Risk Premium 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, ETFs & Fund Flows Defoes 5/19/26 Markets, ETFs & Fund Flows Defoes 5/19/26 Who Owns the Market Now? The Rise of ETFs in US and UK Equities Read More
Markets, Indices & Benchmarks Defoes 5/18/26 Markets, Indices & Benchmarks Defoes 5/18/26 S&P 500 vs FTSE 100: Two "Blue‑Chips", Two Different Worlds Read More
Markets, Trading Venues Defoes 5/17/26 Markets, Trading Venues Defoes 5/17/26 Beyond the London Stock Exchange: Where UK Equities Really Trade Read More
Markets, Indices & Benchmarks, UK Equities / FTSE 100 Defoes 5/12/26 Markets, Indices & Benchmarks, UK Equities / FTSE 100 Defoes 5/12/26 Inside the FTSE: What Really Drives the UK’s Flagship Index 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
Macro & Geopolitics, United Kingdom, Equities & FTSE 100 Defoes 3/25/26 Macro & Geopolitics, United Kingdom, Equities & FTSE 100 Defoes 3/25/26 FTSE 100 in 2026: Record Highs, Earnings Power, Global Cyclicals Risk Read More
