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Asia: Finding durable opportunities through a consistent investment discipline
Asia: Finding durable opportunities through a consistent investment discipline
Against a backdrop of persistent geopolitical tensions, elevated energy prices and shifting market leadership,...
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Professional Investors
Competing forces – AI versus Iran
Competing forces – AI versus Iran
If at the start of hostilities between Iran and the US, someone predicted that two months later we would...
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Professional Investors
House View Q2 2026
House View Q2 2026
Discover the key themes expected to shape global markets in the coming months.
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Professional Investors
The next phase for US equities: Broader, resilient, durable
The next phase for US equities: Broader, resilient, durable
An equity market shaped by risk, but not defined by it.
Professional Investors
Finding winners in a tariffed world
Finding winners in a tariffed world
Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations...
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Professional Investors
From dependency to resilience: Energy security and Europe's green transition
From dependency to resilience: Energy security and Europe's green transition
Concerns over energy dependence are reshaping the continent's priorities.
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Professional Investors
Why valuations, not forecasts, still matter most
Why valuations, not forecasts, still matter most
Richard Oldfield discusses the importance of valuation discipline during periods of volatility and uncertainty....
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Professional Investors
AI chips or Hormuz ships?: Assessing Asia's winners and losers
AI chips or Hormuz ships?: Assessing Asia's winners and losers
Which markets face the greatest risks?
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Professional Investors
Back to normality
Back to normality
The return of volatility highlights a shift back to a more typical market environment.
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Professional Investors
Emerging markets shrug off Middle East turmoil
Volatility has not derailed the emerging market recovery.
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Professional Investors
Middle East conflict: Fertiliser under fire
Middle East conflict: Fertiliser under fire
The war is amplifying risks across fertiliser markets, with knock-on effects for global food prices....
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Professional Investors
Europe rewards selectivity in a shifting market
Europe rewards selectivity in a shifting market
Attractive valuations and strong business models support the investment case for equities on the continent....
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