Market views

A decade of governance reform has switched Japanese corporate priorities from capital preservation to rewarding shareholders.

Explore why France’s borrowing costs are rising, how political and fiscal uncertainty is affecting eurozone markets, and what it means for investors.

Central banks are often described as ‘hawkish’ or ‘dovish’, but what does this mean in practice for interest rates, inflation and markets?

Rising bond yields and oil prices tested markets in Q3 2026, while technology shares supported US equities. The coming earnings season will test resilience to higher borrowing costs.

Global indices are increasingly concentrated in AI-linked technology stocks. Discover how the FTSE 100 could help investors diversify beyond a single market theme.

Find out how diverging central bank responses to renewed inflation pressures are reshaping the outlook for bonds and income.

Currency movements can shape overseas equity returns. This article considers when hedging is useful, why bonds differ and the diversification role of foreign currencies.

Explore investor considerations ahead of the 2026 US midterm elections, including Federal Reserve policy and sector implications.

Learn more about renewed US Treasury and Federal Reserve influence over bond markets, and why inflation and borrowing needs remain central to long-term yields.

Major IPOs can reshape UK-listed investment trusts, creating visible valuations for private holdings while raising questions around liquidity, concentration and share-price premiums. Find out what the SpaceX flotation reveals for trusts holding fast-growing companies.