Market insights

Metals, mullahs and midterms

Resource nationalism and US midterms are shaking markets - but also creating openings

Events to watch in 2026

There are plenty of market-sensitive events to monitor in 2026. We consider the major ones that could impact portfolios and investment decisions.

Investment Outlook: Turning data into dollars in 2026

A monthly round-up of global markets and trends

Make the Fed cut interest rates again and again

Investment Outlook: Show me the money – the AI edition

A monthly round-up of global markets and trends

Budget commentary: Reaction to Rachel Reeves' second budget

A "bucket budget" that doesn’t hold water

Investment Outlook: Getting to grips with the Artificial Intelligence boom

A monthly round-up of global markets and trends

Buying the world – the limitations of global tracker funds

Global tracker funds offer low-cost access to international markets, but rising concentration in US tech and elevated valuations pose risks as well as opportunities.

UK fiscal rules may not rule OK

Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing, inflation sticky, and political risks rising, investors may be looking for realism over rigidity