View from the Markets: The...
Is the Iran war over? The answer, at least as far as the markets are concerned, depends on which index…
17/04/26
Macroeconomics
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Article
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Article
Potential implications of the Middle...
The Middle East conflict, while first and foremost a human tragedy, also represents an energy supply shock with potentially significant…
15/04/26
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Article
Q1 2026 Investment Update
The first quarter of 2026 has been dominated by a sharp escalation in geopolitical risk, fundamentally altering the macroeconomic backdrop…
14/04/26
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Article
Take Two: Middle East ceasefire...
The world of finance in two minutes. This week: Global stock markets rose last week after a two-week ceasefire between…
13/04/26
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Article
View from the Markets: Peace,...
A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been…
10/04/26
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Article
View from the Markets: The...
By Daniel Morris, Chief Market Strategist Equity markets continue to swing in reaction to US President Donald Trump’s latest social…
02/04/26