Market insights

2026 Mid-year review: Markets look beyond the headlines

Conflict in the Middle East drove market volatility, yet markets are higher over the first six months of the year

Investment Outlook: Investors and firms just can’t get enough of AI

A monthly round-up of global markets and trends

Has gold outlived its usefulness as a hedge?

Our take: gold is an imperfect hedge, but the long-term case for owning remains intact

Trump’s midterm misgivings: attention returns to US domestic politics

As US voter and global market anticipation builds ahead of the US midterm elections, we are publishing the first of three articles on this important subject.

Investment Outlook: Markets face a game of two halves

A monthly round-up of global markets and trends

Gilts under pressure on multiple fronts

The outlook for UK gilts is challenging; however higher yields may offer opportunities for income generation

From tension to transformation: AI’s evolving environmental impact

There may be trouble ahead for the UK

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.