Insights

Market intelligence and strategic insights from our strategists.

Why has gold fallen amid heightened geopolitical tensions?

10 April 2026

Why has gold declined despite escalating conflict in Iran? Gold’s sharp pullback in recent months has confounded many investors. Traditionally viewed as a safe-haven asset, gold would normally be expected…

What will shape financial markets in 2026?

16 January 2026

What are the three big messages for investors in 2026? As we enter 2026, markets are buoyed by optimism but shadowed by risk. AI-driven investment and fiscal stimulus continue to…

How did financial markets perform in 2025?

18 December 2025

Why did global equities rally despite tariffs and inflation? The S&P 500 surged more than 15% in 2025, marking its third consecutive year of double-digit gains. The rally was powered…

US strikes Iranian nuclear facilities: Where to now for markets?

25 June 2025

Where has the US attacked? President Trump announced on Sunday that US forces have hit three Iranian nuclear facilities, including the uranium enrichment site at Fordow, which officials previously said…

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