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- Insight
Investment Outlook: Balancing the West Side Story with the East Side Story
A monthly round-up of global markets and trends
- Insight
Keep calm about equity valuations and carry on investing
History shows that valuation extremes can persist for years
- Insight
De-dollarisation: diversification, not disruption
The US dollar’s role as the world’s primary reserve currency has been increasingly called into question, but in our view, it is unlikely to lose its status anytime soon
- Insight
Reasons to be cheerful part 3: Are global carbon emissions peaking?
The reduction in carbon emissions may be difficult to achieve, but the energy transition appears to have some underlying momentum
- Insight
Could Trump influence the Fed from within?
President Donald Trump’s chance to replace Fed Governor Adriana Kugler opens the door to a strategic reshaping of the central bank’s leadership, but it could also politicise monetary policy, unsettle markets, and challenge the Fed’s independence
- Insight
Investment Outlook: Who let the doves out?
A monthly round-up of global markets and trends
- Insight
Trump tees up a US-EU trade agreement at Turnberry
Escalating tariffs between Europe and America appear to have ended now that a new deal has been struck between President Donald Trump and European Commission President Ursula von der Leyen. But will markets favour it?
- Insight
Keeping up with the Magnificent Seven
Despite recent volatility, the ‘Magnificent Seven’ tech giants continue to dominate market dynamics - driven by structural earnings strength, AI momentum, and deep-rooted innovation
- Insight
Balancing gilt market risks
Gilts can play an important role as a portfolio diversifier but there are certain areas of concern worth noting
