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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...

The health of the US consumer is one of the most important determinants of the global economic outlook. Household consumption accounts for almost 70% of US GDP and, given...

Global markets enter 2026 from a position of strength, yet with complexities that demand a nuanced approach. The past year defied expectations of volatility and recession