- 30 Apr 2026
Against a backdrop of persistent geopolitical tensions, elevated energy prices and shifting market leadership, Asia continues to offer a rich opportunity set, supported by technology leadership, innovation...
- 30 Apr 2026
If at the start of hostilities between Iran and the US, someone predicted that two months later we would be in the biggest energy crisis for a generation and that major stock markets would be at all-time...
- 30 Apr 2026
Discover the key themes expected to shape global markets in the coming months.
- 30 Apr 2026
An equity market shaped by risk, but not defined by it.
- 29 Apr 2026
Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations are low.
- 29 Apr 2026
Concerns over energy dependence are reshaping the continent's priorities.
- 28 Apr 2026
Richard Oldfield discusses the importance of valuation discipline during periods of volatility and uncertainty.
- 27 Apr 2026
Which markets face the greatest risks?
- 23 Apr 2026
The return of volatility highlights a shift back to a more typical market environment.
- 22 Apr 2026
Volatility has not derailed the emerging market recovery.
- 22 Apr 2026
The war is amplifying risks across fertiliser markets, with knock-on effects for global food prices.
- 16 Apr 2026
Attractive valuations and strong business models support the investment case for equities on the continent.
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