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What’s next for US equities?

Over the past year, US stocks have delivered strong returns, but much of the gains have come from a select few tech giants. The ‘Magnificent Seven’ – Apple, Microsoft, Amazon, Alphabet, Nvidia, Meta, and Tesla – have been the driving force, fuelled by the AI boom. However, cracks are starting to show….

Weekly Espresso

February’s UK public finance data, published on Friday, showed the government borrowed £10.7bn. That’s £4.2bn more than the Office for Budget Responsibility had estimated, and the fourth highest borrowing for a February since records began in 1993 (the three others occurred during the global financial crash and covid).

How the thematic review is shaping retirement advice one year on

When the FCA’s thematic review of retirement advice landed last March, most advisers could be forgiven for breathing a sigh of relief. All things considered, it was fairly benign, with more examples of good practice than bad.

But, as the review highlighted, the issue of delivering a sustainable income in retirement is becoming increasingly pressing.

Weekly Espresso

February’s UK public finance data, published on Friday, showed the government borrowed £10.7bn. That’s £4.2bn more than the Office for Budget Responsibility had estimated, and the fourth highest borrowing for a February since records began in 1993 (the three others occurred during the global financial crash and covid).

Weekly Espresso

A trade storm is brewing between the United States and China, threatening to shake up the global economy. US President Donald Trump has announced a new 10% tariff on Chinese imports, set to take effect on March 4. Coming shortly after earlier duties imposed this month, this latest move—linked to concerns over drug flows from North America—took both nations by surprise. China’s Ministry of Commerce responded swiftly, pledging to use “all necessary measures” to protect its interests. This back-and-forth has sparked worries of a full-blown trade war between the world’s two economic powerhouses.

Understanding the risks

This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.

Copia Capital Management

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Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

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