Insights

Market intelligence and strategic insights from our strategists.

What has driven nuclear energy’s resurgence in 2025?

31 October 2025

Why is nuclear energy back in the spotlight? In 2025, nuclear energy has re-emerged as a central pillar of global energy policy. Once sidelined by safety concerns and cost overruns,…

Why has the IMF revised its global growth forecasts?

17 October 2025

What’s driving the IMF’s more optimistic tone? The International Monetary Fund (IMF) has revised its global GDP growth forecasts in its latest World Economic Outlook, lifting its 2025 projection to…

How is AI affecting graduate employment?

14 October 2025

Are graduates struggling to find jobs? Across advanced economies, recent graduates are facing one of the toughest job markets in decades. Despite holding degrees in fields ranging from finance to…

How is AI impacting the Magnificent 7’s performance?

25 July 2025

How have the Magnificent 7 fared in 2025? The Magnificent 7 tech stocks, Nvidia, Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet, now account for around 35% of the S&P 500…

Magnificent 7 Dominance Continues: But is the S&P 500 overly concentrated?

13 January 2025

What has driven the market’s returns? The S&P 500 has posted consecutive years of over 20% gains for the first time since the late 1990’s,[1] with the so-called ‘Magnificent 7,[2] stocks…

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