News and Insights
Investment market updates
Our Investment Committee meets monthly and we speak regularly to top industry fund managers for greater insight into market conditions.
Sep / 2026
Markets in a Minute: Inflation, interest rates and AI shape a surprisingly resilient August
September 2026 August proved more eventful than the traditionally quieter summer period. Investors had to contend with renewed tensions in the Middle East, higher oil prices, persistent inflation and a further rise in go...
Aug / 2026
July Markets Tested by Geopolitics and AI Uncertainty, Long-Term Fundamentals Remain Intact
Investor sentiment became increasingly cautious as renewed geopolitical tensions in the Middle East drove a sharp rise in oil prices, while concerns over the sustainability of artificial intelligence (AI)-related investm...Case Studies
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