Global equity outlook: A tale of two markets
By Daniel Morris, Chief Market Strategist US exceptionalism was supposed to be last year’s theme. 2026 was all about balance…
07/08/26
Location London
Joined 2015
Articles from Daniel Morris
Article
Article
Monthly Market Views: Equity earnings boost and Asia’s move away from oil
By Daniel Morris, Chief Market Strategist; Alessandro Tentori, Chief Investment Officer, Europe; Chi Lo, Senior Market Strategist, Asia Pacific …
04/08/26
Article
View from the markets: The earnings season has been amazing. Why have stocks fallen?
By Daniel Morris, Chief Market Strategist With about half the companies in the S&P 500 having reported second quarter earnings,…
31/07/26
Audio
The impact of AI on the media and advertising industries
Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards…
30/07/26
Article
View from the markets: What’s the meaning of the emerging market tech stock sell-off?
The primary beneficiary of the artificial intelligence capital expenditure boom has been emerging market technology hardware and semiconductor stocks, particularly…
24/07/26
Audio
Global equities: Earnings expectations remain strong
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head…
23/07/26