Insights

Real assets are back in focus as investors respond to inflation, geopolitical change and electrification reshaping markets and long-term diversification.

US-China competition is influencing trade, technology and supply chains, while tariffs, Taiwan and Middle East tensions keep markets on edge.

UK government bonds are a long-established part of financial markets, but how do they work in practice? The latest guide in our 'Finance decoded' series explains what they are and how they work in practice.

Labour’s latest election results have intensified questions over party leadership. Discover more about the market impacts.

US earnings remained strong despite geopolitical uncertainty, with growth broadening beyond mega-cap tech as most S&P 500 sectors delivered solid revenue gains.

Central banks are split as geopolitical tensions disrupt energy supply, raise inflation risks and weaken growth, complicating the outlook for global interest rates.

UK gilts are shaped by political uncertainty, energy-driven inflation and shifting BoE rate expectations, leading to price swings and selective opportunities for investors.

Find out how Hungary’s historic election ending Viktor Orbán’s 16-year rule could reset EU and Russia ties, realign policy and reshape market expectations.

It's a multipolar world out there now, with national security taking precedence over economic efficiency.

Global markets have staged a relief rally following this week’s ceasefire between the United States and Iran, although attention will soon shift to whether the calm will hold.