The primary beneficiary of the artificial intelligence capital expenditure boom has been emerging market technology hardware and semiconductor stocks, particularly…
24/07/26
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head…
23/07/26
What do you need to know? Renewed Middle East hostilities have driven energy prices higher once again. With both the…
20/07/26
What happens to inflation is key for investors. If inflation fails to fall further, bond yields are likely to rise…
17/07/26
Global equities have experienced a period of volatility but corporate earnings have continued to demonstrate strength. Watch Laurent Clavel…
16/07/26
At the halfway point in the year, where do the biggest opportunities lie for investors? From the impact of central…
15/07/26
