Market Perspectives: Postcard from Switzerland: Should markets be moving more?
Despite a fluctuating geopolitical and policy backdrop, financial markets have remained relatively contained.
Market Perspectives: The ceasefire and its consequences
Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.
Market Perspectives: Goldilocks no more?
After a long run higher, US equities have been reminded that strong fundamentals do not eliminate volatility.
Market Perspectives: Falling oil, rising optimism
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
Market Perspectives: Higher for longer
Inflation is on the up but when will central banks begin to raise interest rates?
Market Perspectives: Taking stock
A solid earnings season has helped equities gain ground. Are markets being too complacent?
Central banks take centre stage
A big week for central banks. Will patience prevail?
Market Perspectives: Dire Straits
Oil prices have fluctuated around news flow and the ability of shipping to navigate the Strait of Hormuz.
Quarterly Multi-Asset Market Wrap – Q1 2026
A concise market update that helps make sense of recent developments and what they mean for investors.
Market Perspectives: From optimism to uncertainty
No deal was reached over the weekend but the response in markets has been relatively benign.
