SPDR MSCI ACWI UCITS ETF

Authored by Simon White, Bloomberg macro strategist,Commodities and EM stocks are breaking out of their previous long-term ranges, in a sign investors are increasingly seeking to diversify away from US large-caps, which are single-handedly being driven higher by AI mania.US stocks had a sickly day Thursday, dropping 1.7% in their biggest daily fall for over a month. The market has been in the grip of AI-fueled exuberance,

- Commodities and emerging market stocks are breaking out of long-term ranges, indicating a shift in investor focus away from US large-cap stocks.  
- US stocks experienced a significant decline of 1.7%, marking their largest drop in over a month amid ongoing AI-driven market enthusiasm.  
- This trend suggests a growing desire among investors to diversify their portfolios beyond the influence of AI on US equities.  

ZeroHedge

C3.AI

Hedges For AI Mania Are Breaking Out To Higher Prices

European stocks are expected to follow their global counterparts higher on Thursday.

European markets set to open broadly higher as U.S. government shutdown ends

The global machine safety market is projected to grow from USD 5.66 billion in 2025 to USD 7.45 billion by 2030, at a CAGR of 5.7%. This growth is driven by the adoption of advanced safety systems to reduce industrial accidents. Key components include safety controllers, emergency shutdown devices, and safety interlocks. The robotics segment is expected to see the highest growth due to new safety regulations. Europe is anticipated to be a significant market, driven by strict safety standards and a focus on reducing operational costs.

prnewswire

10:15 ET
			
			
				Machine Safety Market worth $7.45 billion in 2030 - Exclusive Report by MarketsandMarkets™

UBS Global Research is optimistic about the Chinese stock market and the renminbi next year, believing that increased confidence, declining real interest rates, and a rebound in credit growth will create space for emerging market central banks to ease policies. It is expected that global economic growth will accelerate in 2026, with improvements in corporate and consumer confidence, and major economies will introduce new fiscal stimulus measures

Wallstreetcn

UBS: Optimistic about the Chinese stock market and the Renminbi next year

The global trade landscape is shifting, with a projected US$500 billion expansion in 2025, but growth is expected to slow in 2026 and 2027 due to geopolitical tensions and infrastructure limitations. Key choke points like the Suez and Panama Canals face risks from congestion and climate change. Financing for trade infrastructure is crucial, with a US$10 trillion gap anticipated by 2035. Emerging trade hubs in the UAE, Malaysia, and Vietnam are reshaping global trade routes, driven by tariffs and supply chain changes, creating a more multipolar trading system.

南华早报

Where are the ‘choke points’ in global trade – and can they be overcome?

JPMorgan American Investment Trust PLC and other JPMorgan trusts have announced their indicative gearing ratios as of November 7, 2025. The ratios are as follows: American Investment Trust 4.8%, Asia Growth & Income 6.5%, China Growth & Income 13.3%, Claverhouse 7.2%, European Growth & Income 5.1%, Emerging Markets Investment Trust 0.5%, European Discovery Trust 4.1%, Global Emerging Markets Income Trust 4.7%, Global Growth & Income 0.0%, India Growth & Income 3.9%, Japanese Investment Trust 14.6%, Mercantile Investment Trust 14.3%, UK Small Cap Growth & Income 10.3%, and US Smaller Companies Investment Trust 10.5%.

London Stock Exchange

JPMorgan Chase

REG - JPMorgan Inv. Trusts - Gearing Announcement

ACWI

International stocks are outperforming US stocks in 2025, with the MSCI ACWI Ex-US returning 26.7% compared to the S&P 500's 14.8%. The depreciation of the US dollar has boosted returns for US investors in foreign stocks. However, historical trends suggest that this outperformance may not continue, as US stocks have significantly outperformed international stocks over the past two decades. Additionally, US investors face currency risks and may have a home country bias, as many US companies already provide international exposure through their revenues.

Forbes

iShares MSCI ACWI

Why International Stocks Are Surging And What US Investors Should Know

UBS (Irl) ETF plc has reported the net asset value (NAV) for its MSCI ACWI Socially Responsible UCITS ETF (hedged to GBP) as of July 25, 2025. The NAV per share is £17.8694, with the base currency being GBP. This information is provided by RNS, the news service of the London Stock Exchange, which is approved by the Financial Conduct Authority.

Hedges For AI Mania Are Breaking Out To Higher Prices

European markets set to open broadly higher as U.S. government shutdown ends

10:15 ET Machine Safety Market worth $7.45 billion in 2030 - Exclusive Report by MarketsandMarkets™

UBS: Optimistic about the Chinese stock market and the Renminbi next year

Where are the ‘choke points’ in global trade – and can they be overcome?