Market insights
Latest news
- Insight
What is at stake with the Trump–Xi summit in mid-May
US and China are deeply economically intertwined; their relationship is increasing shaping geopolitics and influencing financial markets
- Insight
Investors are switching focus to earnings growth over energy risks
Earnings appear to be driving equities as investors look past the Middle East conflict.
- Insight
US private credit risks are probably not systemic
Private credit is facing rising stress and scrutiny, but it’s unlikely to spark a wider financial crisis.
- Insight
US-Iran agrees to a two-week ceasefire
With just two hours to spare before a deadline set by President Donald Trump, the US and Iran agreed to a two‑week ceasefire.
- Insight
Investment Outlook: Navigating warflation
The conflict in the Middle East is disrupting energy markets, driving inflation higher and influencing the drivers of financial markets
- Insight
Looking for an end to the Middle East conflict
Investors are searching for clues as to whether the conflict widens or finds an off‑ramp. For now, a calm, long‑term approach remains sensible
- Insight
James Burns, Head of MPS, joins Asset TV’s MPS Masterclass
James Burns, Head of MPS, joins Asset TV’s MPS Masterclass to explore the shift beyond US exceptionalism, the case for global diversification and how alternatives, currency discipline and active management are supporting more resilient model portfolios.
- Insight
Why it’s all about inventories in the Middle East
Inventories could determine impact on the economy and length of the war in the Middle East
- Insight
Markets are still digesting risks from the Middle East
Oil price rises as Middle East tensions weigh on investor’s minds
