"The FTSE 100 has punched to fresh record highs as investors flood into Britain's biggest companies in a decisive shift towards defence, durability and scale amid rising global volatility. The analysis from the CEO of global financial advisory giant deVere Group comes as the index touched an intraday high of 10,362 points at the open, extending its advance to more than 4% this year."
"Investors are embracing a clear risk-on tone while simultaneously seeking shelter in assets built to withstand economic and geopolitical pressure. This rally is not driven by speculative enthusiasm. It's being powered by capital moving deliberately into companies with global reach, diversified revenues and pricing power. In a world marked by uneven growth, currency swings and persistent uncertainty, investors are favouring strength over sensitivity."
The FTSE 100 reached an intraday high of 10,362 points, extending its gain to over 4% this year. Investors are adopting a risk-on tone while seeking shelter in companies characterized by defence, durability, scale, global reach, diversified revenues and pricing power. Mining giants and rallies in gold and silver are boosting sector cash flows and balance-sheet resilience. Dollar strength is enhancing earnings for multinational London-listed firms by increasing the value of overseas revenues. Currency dynamics and international revenue streams are reinforcing the index's defensive appeal and making exposure to real assets and scale more attractive.
Read at London Business News | Londonlovesbusiness.com
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