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The View Beyond: The continued resilience of emerging market equities
Despite a significant selloff following the outbreak of conflict in the Middle East, global emerging market equities have demonstrated a surprising d…
1 month, 1 week ago
Tensions rise, markets shift after Trump dashes hopes of a quick resolution
In his highly anticipated address to the nation, President Trump dashed hopes of a swift resolution to the conflict with Iran, announcing that the US…
1 month, 1 week ago
Equity markets finish a turbulent March with a solid rebound
Global markets showed signs of recovery yesterday after a highly volatile March, with European equities stabilising and US indices staging an impress…
1 month, 1 week ago
Markets torn between growth and inflation; an AI-dawn in healthcare?
Despite strong German inflation, global bond yields fell as markets shifted from inflation concerns to weakening growth signals. Soft Swiss KOF and E…
1 month, 1 week ago
US-Iran war escalates further
Risk-off sentiment dominated the end of last week, with the S&P 500 posting its fifth consecutive weekly decline. Markets remained broadly cautious a…
1 month, 1 week ago
The View Beyond: Energy markets and the economic outlook amid the ongoing war in the Middle East
As the war in the Middle East continues, energy markets are still at the centre of investors’ attention. How resilient are global oil and gas flows, …
1 month, 2 weeks ago
An anything-but-oil day and navigating fixed income markets
Markets saw another sharp risk‑off move yesterday as fears of escalation in the Iran war pushed investors out of everything except oil. Inflation wor…
1 month, 2 weeks ago
Global rally cools, social‑media firms lose key case
Global equities rose on Wednesday as hopes of a path to peace in the Middle East and lower oil prices lifted sentiment. The MSCI World Index gained n…
1 month, 2 weeks ago
Stocks gain, oil falls on Trump’s 15-point plan
Markets continue to gyrate around the latest headlines on the Middle East conflict. Early weakness yesterday – driven by doubts over the status of an…
1 month, 2 weeks ago
From turmoil to turnaround – markets shift on de-escalation hopes
Global equities staged a sharp rebound yesterday after reports of a potential de‑escalation in the Middle East conflict. Brent crude saw one of its b…
1 month, 2 weeks ago