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 do higher oil prices mean for the global economy?

16 March 2026

Why is the Strait of Hormuz so critical to global energy supply? The sharp rise in oil prices since the outbreak of conflict between the US, Israel and Iran reflects…

Why are equity indexes flat despite rising volatility beneath the surface?

26 February 2026

The opening months of 2026 have been marked by a clear divergence in market behaviour: major equity indexes have held relatively steady, even as many individual stocks have undergone pronounced…

Why have software stocks fallen in recent weeks?

13 February 2026

Software stocks across global markets have suffered a sharp sell‑off in recent weeks, prompting investors to question whether a sector long regarded as one of the most resilient pillars of…

What does Kevin Warsh’s appointment as Federal Reserve Chair mean for US monetary policy?

9 February 2026

Kevin Warsh has been nominated by US President Donald Trump to serve as the next Chair of the Federal Reserve, with his term scheduled to begin when current Chair Jerome…

How will Germany’s fiscal shift impact Europe’s economic outlook?

23 January 2026

Germany’s decision to loosen its constitutional borrowing limits marks one of the most significant fiscal shifts in Europe in recent years. Under the original debt brake, the federal government was…

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…

What has been the economic impact of Trump’s tariffs in 2025?

5 December 2025

What are the current US tariff rates? Following US President Donald Trump’s tariff announcements throughout 2025, the effective US tariff rate has risen from roughly 2.5% at the start of…

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