Insights

Weekly Market Commentary

In summary The relief rally continues Markets closed the week on a firm footing, supported by rising expectations of a de-escalation between the US and

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The importance of competition

“This is Shooter’s tour!’ (Shooter McGavin – Happy Gilmore) Keeping us honest… Amidst the gathering drumbeat for another World Cup, I’m sure many won’t feel

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Starmergeddon?

“I’m free to please whom I choose any old timeSo hold me, love meLove me, hold meBut I’m free any old time to get what

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Debt bomb

The rise of government debt around the world remains a source of widespread concern. Will future generations be the ones to foot the bill? Are

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Central banks and inflation

Time wasted watching central banks… “Is there anyone here called John?” (Clinton Baptiste – Psychic from Phoenix Nights) The financial services industry devotes an inordinate

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2026 Investment Outlook

Reflecting on 2025: From record highs to rising risks 2025 has been a remarkably resilient year for global equities with a number of indices reaching

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The Monthly Edit

In summary We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines

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Weekly Market Commentary

In summary Broadening market leadership amid cautious headlines Equities ended the week on a cautious note, but the underlying story was far more constructive than

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Weekly Market Commentary

A volatile week of shutdown jitters and tech tremors Last week saw markets whipsaw through volatility as the US government shutdown dragged into record territory,

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