Global Market Insights
Stay up to date on the latest global news and understand how it drives markets and can impact your investments
How to invest during crisis in the Persian Gulf
It’s now been three weeks since the U.S. and Israel launched air strikes against Iran, plunging the Persian Gulf into war. We aren’t going to pretend we know what happens next. But we can map out a few scenarios, and the potential impact on the global economy and markets.
From Europe to Asia, global markets surged in 2025 while U.S. earnings growth became more concentrated. Early signs suggest this might continue.
The first 25 years of this century were shaped by a few notable themes: China, Tech, and low interest rates. Let's now look at the themes shaping the next quarter of the century.
In many ways, the market is upside down. This new setting might offer some unexpected opportunities for investors.
Deep dive into the exciting world of Private Equity, Real Estate, Private Credit, Infrastructure & Transport and Hedge Funds.
Many think the recent sell-off in tech stocks is the AI bubble bursting. Let’s compare it with what happened in 2000 and see what the data tells us.
Is it the time to invest in alternatives? Here's how you can get exposure.
There’s the Great Wealth Transfer and Longevity Effect. Here’s how our changing demographic and wealth is set to shape future markets.
From miners to energy, 2026 may reward structure and margins over spot price bets.
Maduro is out, the US stepped in… and oil markets barely reacted? Let’s look at why.
What research teams agree on – and where they don’t – heading into 2026.
With the backdrop of consistently strong broad market returns over the last few years, analysts are now looking at sector-specific plays that could outperform in 2026.
The recent dip in stock prices came on the back of stretched valuations and fears of an AI fueled bubble. This time the nervousness also spilled into the corporate bond market...