Articles
The Monthly Edit – March 2026
Market headlines Geopolitics dominated market direction Financial markets were driven by fast moving geopolitical developments, with policy and macro data repeatedly taking a back seat to headline risk and shifts in sentiment. Energy prices reflected rising risk…
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…
The Monthly Edit – March 2026
Market headlines Geopolitics dominated market direction Financial markets were driven by fast moving geopolitical developments, with policy and macro data repeatedly taking a back seat to headline risk and shifts in sentiment. Energy prices reflected rising risk…
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…
The Monthly Edit – December 25
Market headlines Global equities end the year on a strong note Despite some late-December volatility, global equities posted nearly +20%for the third consecutive year. Returns broadened across regions and sectors. European markets gained over 20%, UK large-caps and…
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
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 – 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…




