Find out more in our latest market commentary and quarterly reviews.

173 entries
The view from 14 Cornhill, London
Global equities hit new highs despite a volatile quarter driven by tariffs, shifting central bank policies and geopolitical tensions. Markets have proved resilient despite a turbulent start to the year.
Navigating with map and mountain scene
Global equities hit new highs despite a volatile quarter driven by tariffs, shifting central bank policies and geopolitical tensions. Markets have proved resilient despite a turbulent start to the year.
AdobeStock_440954875
As geopolitical events across the Middle East escalated and then defused within two weeks, bond investors are once again more focused on central bank activity, tariffs and governments’ fiscal positions.
Crypto trader investor analyst broker using pc computer analyzing online cryptocurrency exchange stock market indexes charts investing money profit in trading platform stockmarket. Over shoulder view.
As of early June with the S&P 500 breaking through 6,000 following the last two months of market volatility since US Liberation Day, the old market saying “Sell in May and go away” comes to mind.
Empire State building in New York skyline with a red and purple night sky at sunset.
Following the sharp sell-off in global equity markets around Liberation Day, we’ve witnessed a robust and broad-based recovery in global equities that has surprised many investors.
Map of Iran and Israel
Conflict has escalated further in the Middle East following Israeli strikes on Iranian military and nuclear assets on Friday 13 June. Oil prices lurched upwards on the news, with the benchmark front-month Brent oil future climbing 7% to $74 per barrel on the day.
Following the sharp sell-off in global equity markets around Liberation Day, we’ve witnessed a robust and broad-based recovery in global equities that has surprised many investors.
Bond yield prices display screen
Since the late 1980s, many investors have relied on the 60/40 portfolio as a core strategy. However, this investment approach has come under pressure over the past few years.
View of Royal Exchange
UK inflation rose unexpectedly in April, prompting questions about the Bank of England’s next moves. Discover how trade ties and rate cuts could shape the UK’s economic outlook.
Technology dashboard with data
To say 2024 was all about the Magnificent 7 may seem like an exaggeration, but it is hard to overstate the impact these companies had on equity market returns last year.

You might also be interested in…