Market insights
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- Insight
Investment Outlook: Balancing minds and mines in portfolios
Artificial intelligence has been dominating headlines, but it’s the miners that have been delivering returns for investors.
- 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
