Market insights

The “Wishy Warshy” Fed Reserve

As President Trump announces his nomination for Fed Chair, we consider what it means for investors.

Investment Outlook: Policymakers face a Hobson's Choice

A monthly round-up of global markets and trends

Reframing the women and wealth conversation

The launch of a new report by behavioural researcher Emily Shipp has sparked a wide-ranging discussion on how financial services must rethink long-term planning for women, and why confidence has never been the real issue

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