Insights Market views

close

Choose a category.

• All articles
• Sustainability
• Lifestyle
• Business activities
• Charities

Markets have been jolted by the Iran conflict, but could Trump’s more conciliatory tone mark a turning point? Learn how shifting rhetoric, bond yields and energy prices are shaping investor sentiment.

Energy price increases have renewed inflation pressures, but how will they shape interest rates? Learn more about the Fed, BoE and ECB are responding.

Discover how Middle East tensions, the Strait of Hormuz blockade and diversified energy supply chains impact markets and investor resilience.

With tensions in the region once again in focus, investors are asking whether today’s environment risks triggering 1970s-style inflation, or whether the parallels are more superficial than structural.

As we approach the end of the 2025/26 tax year on 5 April 2026, now is a good time to review your finances and make sure you are making full use of the tax allowances and reliefs available to you.

We explore the potential for tariff refunds, implications for the US budget deficit and what this means for longer‑term market visibility.

As central banks step back and yields settle, investors are rethinking how to generate additional returns. Read more about why ‘roll-return’ strategies are taking centre stage.

As AI revolutionises the way software is built, investors are rethinking long‑held views on the sector’s resilience — with new tools lowering barriers to entry and testing the strength of once‑dependable margins.

Following Trump’s nomination of Kevin Warsh as the next Fed chair, what could this mean for interest rates, markets, and the future of Fed independence?

Sanae Takaichi, Japan’s first female prime minister, entered office with ambitious plans to revitalise the Japanese economy. With a snap election now under way, we look at what investors are watching across bond markets, the yen and Japan’s shifting fiscal policy.