Market views

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.

Understand how exchange rates affect international investments, what drives currency movements and when hedging may help manage portfolio risk.

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.

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.