View from the markets: The...
By Daniel Morris, Chief Market Strategist With about half the companies in the S&P 500 having reported second quarter earnings,…
31/07/26
Front of mind
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Take Two: ECB holds rates
The world of finance in two minutes The European Central Bank left its benchmark interest rate on hold at 2.25%,…
27/07/26
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View from the markets: What’s...
The primary beneficiary of the artificial intelligence capital expenditure boom has been emerging market technology hardware and semiconductor stocks, particularly…
24/07/26
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From oil crisis to green...
It is still uncertain when the US-Iran war shock on oil will end. But it is certain that energy demand…
22/07/26
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Take Two: Renewed Middle East...
What do you need to know? Renewed Middle East hostilities have driven energy prices higher once again. With both the…
20/07/26
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View from the markets: Get...
What happens to inflation is key for investors. If inflation fails to fall further, bond yields are likely to rise…
17/07/26