Looking back to Q2 2025, the Tariff truce, dollar slump and fresh rate cuts lit a Q2 rally with MSCI World gaining +11.5 %. Value-Size roared in Europe & Emerging Markets (EM) while Growth-Momentum led the US tech charge. Our factor review decodes the rotation, the small-cap revival and the tilts to watch for H2.

Dutch investors are increasingly turning to the U.S. stock market to diversify and access global leaders like Apple, Google, and Tesla. U.S. equities offer growth potential, sector opportunities, high liquidity, and geographic diversification. Regulated brokers such as MEXEM make investing simple, affordable, and EU-compliant. The process involves opening and verifying an account, funding it in EUR or USD, selecting stocks or ETFs, placing trades, and monitoring portfolios with real-time tools. Investors should consider tax implications, currency conversion, and regulatory requirements. With low commissions, global market access, professional trading tools, and Dutch-language support, MEXEM provides a comprehensive platform for cross-border investing.

Spanish investors are increasingly turning to the U.S. stock market to diversify portfolios and access growth opportunities in sectors like technology, healthcare, and consumer goods. With regulated brokers such as MEXEM, trading U.S. stocks from Spain is straightforward, affordable, and fully EU-compliant. The process includes opening and verifying an account, funding it in EUR or USD, selecting stocks or ETFs, placing trades, and monitoring investments with professional tools. Investors should be aware of tax obligations, currency conversion, and regulatory requirements. Offering low commissions, global market access, and Spanish-language support, MEXEM provides a secure platform for both active and long-term investors.

Italian investors are increasingly exploring U.S. markets for diversification, access to global leaders, and long-term growth potential. U.S. equities and ETFs provide exposure to sectors like technology, healthcare, and finance, supported by high liquidity and transparency. Regulated brokers, such as MEXEM, make investing in U.S. stocks from Italy straightforward, cost-efficient, and compliant with EU investor protection rules. The process involves opening and funding an account, selecting securities, placing trades, and managing portfolios online. Investors should consider currency conversion, tax obligations, and trading hours. With low commissions, broad market access, and advanced tools, MEXEM offers a professional platform for cross-border investing.

The US Dollar posted its steepest first-half drop in over 50 years, driven by erratic policy signals and risks of economic slowdown. This blog explores the drivers of USD weakness, global ripple effects, and how Euro-based investors can dampen currency risk in a shifting geopolitical landscape.

AI infrastructure could see $1trillion in annual investment by 2028, but few investors are looking at the real estate behind the revolution.

Everyone’s talking about AI, but beyond the tech giants lies a far more interesting story. From robots in warehouses to AI-powered healthcare, a new generation of companies is quietly changing the world. This blog looks at five fascinating names using AI in ways you might not expect, and why investors should be paying attention.

Markets have been riding the TACO trade – Trump Always Chickens Out – with the NASDAQ 100 on a rollercoaster of tariff threats and retreats. But is the ride over? Or could volatility return with the next surprise? This blog explores what’s driven the action so far in 2025 and what might keep investors on edge going forward.

MEXEM has launched a strategic partnership with WisdomTree, offering clients commission-free* access to 70 carefully selected ETFs/ETPs. WisdomTree, a global ETF/ETP innovator with $118 billion in AUM, brings a suite of products covering key themes like quality stocks, megatrends, commodities, and cryptocurrencies. This initiative enables MEXEM clients to diversify their portfolios with institutional-grade strategies—without the drag of transaction costs. With no minimum investment required, high liquidity, this collaboration makes ETF/ETP investing more accessible and cost-effective for all types of investors.

AI model training may become more and more cost-efficient, but the chips that run them remain indispensable. Recent quarters have seen leading semiconductor companies deliver robust growth, while hyperscale cloud providers continue record capital investments in AI infrastructure. Beyond data-centre graphics processing units (GPUs), secular drivers such as automotive electrification, robotics, memory scaling and high-speed interconnects are broadening demand.

This article explains how recurring investment strategies can be tailored to key life stages, from early career to retirement. It outlines specific goals and approaches for young professionals, mid-career investors, pre-retirees, and retirees, with examples and links to related content.

Fiserv Inc. (NYSE: FI) has announced plans to launch FIUSD, a bank-friendly stablecoin, by the end of 2025. This initiative aims to integrate digital assets into traditional banking systems, enhancing transaction efficiency and accessibility for financial institutions of all sizes. FIUSD will be built on Fiserv's existing infrastructure, which serves approximately 10,000 financial institutions and six million merchant locations worldwide. The stablecoin will be interoperable with other stablecoins through partnerships with Circle Internet Group and Paxos and will be available on the Solana blockchain. Additionally, Fiserv is exploring collaborations with PayPal and other card networks to expand the use cases and acceptance of FIUSD in the broader payments ecosystem.

In June 2025, AI is redefining financial fraud. Deepfake voice attacks rock contact centers, up 680% in 2024 with another 155% projected increase, allowing criminals to bypass systems. The UK saw over £1 billion in losses and 3.3 million incidents, while Australia reported a 300% increase in tax-related scams. Social-media fake accounts spread crypto schemes, and “repeaters” slightly altered synthetic IDs—probe KYC systems. Banks now rely on AI for real-time detection: Pindrop analyzes voice patterns, and Feedzai enables fraud sharing across institutions. Regulators like BaFin and FINRA require AI defenses. Investors eye a fraud-detection market expanding to $43 billion by 2029.

Trump’s latest tariff threats against the EU and Apple have reignited trade tensions, triggering stock market declines and legal battles. With over $34 billion in estimated losses and a projected hit to U.S. GDP and wages, the economic fallout is mounting. Global reactions are intensifying ahead of the G7 Summit, with tariffs emerging as a central issue for markets and diplomacy this summer.

Countries are increasingly shifting away from the U.S. dollar. BRICS nations are developing a shared currency and digital payment systems to settle trade independently. Central banks have reduced dollar holdings below 60% and boosted gold reserves. U.S. sanctions and tariffs have fueled this move, with nations like China and India expanding local currency trade. As alternatives rise, the dollar faces mounting pressure, and investors turn to gold and non-dollar assets for stability.