Market views

Explore how liquid alternatives may strengthen diversification as inflation shocks and geopolitical tensions challenge the traditional bond-equity relationship.

US earnings growth is broadening beyond mega-cap technology, as AI investment, resilient demand and cost discipline support more sectors. Find out what the results reported so far reveal beyond the market narrative.

Andy Burnham’s first policy measures aim to ease household costs and may temporarily lower measured inflation, but the Bank of England remains focused on more persistent pressures, including wages and services prices.

As geopolitical tensions threaten key maritime chokepoints, an equally consequential shift is unfolding behind the scenes: companies are redesigning global supply chains for resilience rather than efficiency.

From April 2027, unused pension funds may be subject to inheritance tax. Explore payment options and practical estate-planning steps for beneficiaries.

While the world’s largest technology companies compete to build the next generation of AI, an equally important contest is unfolding behind the scenes: securing the vast amounts of capital needed to fund this expansion.

How do sustainability-linked bonds work, and what happens when issuers miss their targets?

Global equities rallied in Q2 as AI-driven earnings growth offset geopolitical tensions, while oil fell and central banks diverged on inflation risks.

Learn more about market classifications and why these distinctions matter to investors and the wider economy in our latest finance decoded series.

Ten years after Brexit, the UK faces slower growth and higher trade frictions but retains strength in financial services, with regulatory flexibility offering new opportunities in AI and innovation.