Market views

Explore why higher interest rates may not reward UK savers, as inflation and savings taxes squeeze returns, and how gilts compare with cash.

Explore how rising bond yields shape Fed, ECB and BoJ policy, why France faces fiscal pressure, and what this means for investors.

The upcoming US midterms could bring significant change to the US government which will decide how much room the Trump administration has to pursue its domestic agenda.

Explore the drivers behind gold’s rally and reversal, and how interest rates, inflation and central-bank demand could shape its outlook.

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.