Oil prices surged on supply fears in the wake of Israel’s attack on Iran, but the long-term outlook will be shaped by Iran’s response, as well as OPEC.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
Where we see revenue streams emerging and broadening the AI ecosystem’s opportunity set.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.
We explore the recent recovery in markets and dividend stocks and the implications of tariff adjustments on global trade.
ECB June rate cut reflects solid progress towards target inflation.
Amid significant market volatility, we explore how absolute return investing and diversification can enhance investor portfolios.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
Assessing the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
A research visit provides valuable insight into LA's real estate markets.
Assessing the market reactions following the previous two U.S. credit rating downgrades to provide perspective on the May 16 downgrade by Moody’s.