Leaders signalling unwavering support helps explain rising asset values in the face of increasing global uncertainties. This follows the familiar pattern of postponing real long-term solutions.

Markets responded positively to the Fed rate cut, but uncertainty persists.

As Italian bank Unicredit targets Germany’s Commerzbank, Europe’s financial institutions navigate a landscape ripe for mergers, balancing domestic synergies with cross-border ambitions.

While price moves are notoriously difficult to predict, risk can be forecast with greater accuracy.

Listen to Jason Mitchell discuss with SEC Commissioner Hester Peirce, about free markets and free minds, and whether ESG is a “hopeless muddle”.

With six weeks until the US election, we look at the likely commodities winners and losers after 5 November. Also, is it time for bonds and equities to break up?

100 years of US stock returns. Eight doublings. Three halvings. What lessons can we learn?

As the Fed embarks on rate cuts, is now the time to shine for emerging market corporate bonds and equities?

What will the Bank of Japan's management of yen volatility, inflation, and growth mean for investors? Also, after years of being unloved, green stocks may be due a revival.

Active extension strategies have been largely neglected in recent years, yet they are especially pertinent in today's market environment.

After their post-Covid underperformance, Asia ex-Japan equities are poised for a turnaround. Key catalysts include anticipated Fed easing, China's policy reforms, and a burgeoning AI technology cycle, all aligning for potential outperformance.

Listen to Jason Mitchell discuss with Professor Dan Ariely, Duke University, about how human capital can drive portfolio returns.