Markets & Economic Insights

Market Commentary

Blockbuster year for global equity markets

Market Commentary
Q4 2025

Market-Commentary-Q3-2025

Market Commentary

Equity markets surge as valuations stretch

Market Commentary
Q3 2025

Market Commentary

Markets whipsawed, fuelled by war games and tariffs truce

Market Commentary
Q2 2025

ViewPoints

At a glance – our asset class views

Autumn Edition – April 2025

Market Commentary

Trade stress – investors fear uncertainty

Market Commentary
Q1 2025

Market Commentary

Tech stocks continued their domination

Market Commentary
Q4 2024

Background blue swirls

ViewPoints

At a glance – our asset class views

Summer Edition – January 2025

Background blue swirls

ViewPoints

At a glance – our asset class views

Viewpoints Spring Edition – October 2024

Market Commentary

Global markets rally on US and China sentiment

Market Commentary
Q3 2024

Background blue swirls

ViewPoints

At a glance – our asset class views

Viewpoints Winter Edition – July 2024

Market Commentary

Stubborn US inflation clouds the global economy

Market Commentary
Q2 2024

Market Commentary

Record high for stock markets, amid rate cut hopes

Market Commentary
Q1 2024