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For more than a decade, US equities led global markets. Since the end of 2024 they have not. They have returned around 30% in dollar terms, against more than...

At the start of 2026, the consensus expected a benign year: central banks easing, inflation drifting back towards target, and the main debate the pace of rate cuts rather...

In this month's Portfolio Perspectives, we examine three themes shaping client portfolios: the evolving investment case for Chinese equities, the implications of rising Middle East tensions for energy and...

In this month's Portfolio Perspectives, we look at the oil price shock that has followed the war between the United States, Israel and Iran, and the closure of the...

Recent weeks have brought a sharp rise in market volatility, driven largely by heightened tensions in the Middle East. At points, a number of asset prices, including many equity...

Recent market commentary has been dominated by rising tensions in the Middle East, but the bigger investment picture is more complex than any single headline suggests. In our March...