The Monthly Edit – February 2026

The Monthly Edit – February 2026

Market headlines Equities remained resilient Global equities held up well despite geopolitical headlines and sector volatility. Software and semiconductors lagged, while value sectors outperformed. Earnings confirmed Al strength, but market reactions were restrained...
The Monthly Edit – January 2026

The Monthly Edit – January 2026

Market headlines Global equities began 2026 on a firm footing US markets extended late‑2025 momentum with broader participation across small‑ and mid‑cap names.However, geopolitical tensions and volatility in technology kept overall risk appetite uneven. Ex-US markets...
2026 Investment Outlook

2026 Investment Outlook

Reflecting on 2025: From record highs to rising risks 2025 has been a remarkably resilient year for global equities with a number of indices reaching record highs, supported by resilient economic growth, strong earnings reports and lower-than-expected tariff impacts....
The Monthly Edit – November 2025

The Monthly Edit – November 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities stage late-month comeback November was a month of two halves: risk assets sold off early in the month, then...
The Monthly Edit – January 2026

The Monthly Edit – October 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Equities resilient amid uncertainty Global equity markets held firm in October, buoyed by solid corporate earnings and...