MACROECONOMICS
As the first half of the year ends, what’s Rathbones' assessment?
The closure of the Strait of Hormuz kept inflation high in the first half...
Five shifts reshaping markets
The old investment order is giving way to one that is more fragmented,...
The IPO wave reshaping the European defence sector
Why does 2026 mark a watershed year for European defence equity?
Five common misconceptions about income
Against a volatile market backdrop, income can offer a valuable source...
Does the AI rally still have room to run?
AI earnings strong, but selective approach urged as valuations stretch...
A modern approach to smoothed investing
For many clients, particularly those approaching or in retirement, the...
Why a multipolar world is good news for emerging markets
As geopolitical alliances are redrawn and energy security returns to the...
Capturing growth in a changing world
Retail flows, geopolitics and AI are reshaping markets, but patience and...
Political musical chairs is not what the UK needs
Seven prime ministers in a decade - and counting
2026 Midyear Outlook: Investing through uncertainty
Capital Group's latest Outlook report offers actionable insights into global...
Financial advisers remain optimistic about growth prospects
Faced with a fragile macroeconomic environment, a global energy shock,...
What did we learn from June's Fed meeting?
Explore the latest FOMC policy decision, economic backdrop, leadership...
