Macro Pulse: Should we worry more about inflation, or growth?
The economic consequences of the Middle East conflict are becoming clearer. We look at a slowdown in PMI numbers across Europe and the UK.
Asset Allocation update – Q2 2026
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
Market Perspectives: Higher for longer
Inflation is on the up but when will central banks begin to raise interest rates?
Market Perspectives: Taking stock
A solid earnings season has helped equities gain ground. Are markets being too complacent?
Central banks take centre stage
A big week for central banks. Will patience prevail?
Market Perspectives: Dire Straits
Oil prices have fluctuated around news flow and the ability of shipping to navigate the Strait of Hormuz.
Market Perspectives: From optimism to uncertainty
No deal was reached over the weekend but the response in markets has been relatively benign.
Market Perspectives: Where next for commodity prices?
Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
Market Perspectives: The fog of war and monetary policy
Today we will look at Iran and the impact on central banks.
Market Perspectives: What will central banks do about $100 oil?
Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
