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- Insight
Investment Outlook: Life begins at 250 for the US
A monthly round-up of global markets and trends
- Insight
Flying through a Copilot jobs market
Artificial intelligence is changing how businesses operate, although its long-term effects on employment and economic activity remain uncertain. Here we review current evidence on labour market trends and productivity in the US
- Insight
Previewing the US second quarter earnings season
US companies are beginning to report their second-quarter results, offering fresh insight into corporate earnings, valuations and the factors shaping market expectations
- Insight
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
- Insight
Investment Outlook: Investors and firms just can’t get enough of AI
A monthly round-up of global markets and trends
- Insight
Has gold outlived its usefulness as a hedge?
Our take: gold is an imperfect hedge, but the long-term case for owning remains intact
- Insight
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.
- Insight
Investment Outlook: Markets face a game of two halves
A monthly round-up of global markets and trends
- Insight
Gilts under pressure on multiple fronts
The outlook for UK gilts is challenging; however higher yields may offer opportunities for income generation
