Find out more in our latest market commentary and quarterly reviews.

223 entries
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After the European Central Bank’s rate hike, will more follow? See how Iran tensions, oil prices and sticky inflation could shape the next moves from major central banks.
Street of houses in london borough
Today’s AI and technology leaders are achieving extraordinary scale before listing publicly. What happens when trillion-dollar companies hit public markets and passive funds are forced to follow?
Binoculars
Pensions will no longer sit outside inheritance tax from April 2027. Find out what the new rules could mean for your retirement and legacy planning.
Street of houses in london borough
Real assets are back in focus as investors respond to inflation, geopolitical change and electrification reshaping markets and long-term diversification.
US China flags
US-China competition is influencing trade, technology and supply chains, while tariffs, Taiwan and Middle East tensions keep markets on edge.
HM Treasury
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.
UK Polling station
Labour’s latest election results have intensified questions over party leadership. Discover more about the market impacts.
US horizon
US earnings remained strong despite geopolitical uncertainty, with growth broadening beyond mega-cap tech as most S&P 500 sectors delivered solid revenue gains.
BoE
Central banks are split as geopolitical tensions disrupt energy supply, raise inflation risks and weaken growth, complicating the outlook for global interest rates.
London cityscape with Houses of Parliament and Big Ben tower
UK gilts are shaped by political uncertainty, energy-driven inflation and shifting BoE rate expectations, leading to price swings and selective opportunities for investors.

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