Market Views

The dollar’s dominance may have shown cracks but the path to a global euro is steep. Also, US jobs report shuts door on July rate cut.

The gold price has almost doubled over the past three years. There is a poignant beauty in the path not taken. Should you take it now?

We have found evidence of the existence of a climate factor in investing. And central banks hold firm as inflation concerns persist.

There are reasons to be cautiously optimistic about the outlook for the UK.

April’s sharp rebound may feel familiar, but history suggests V-shaped recoveries are no more frequent than before. Also, the cracks in the US economy are starting to show.

Hedge funds are delivering alpha, but staying diversified, humble, and liquid is essential.

Today’s market landscape is caught between fragility and tentative stabilisation. Also, what happened to the expected M&A bonanza?

What are the quantitative signs that secular stagnation is over?

Here's why China’s quest for tech sovereignty is one of the most overlooked investment trends. Also, Trump's budget may raise the probability of a recession.

The risk of Chinese ADRs being delisted hasn’t gone away, the US loses its Aaa credit rating and ESG has emerged as the unexpected port in April’s market storm. 

The Fed’s dilemma and the European stocks that are thriving in tariff-world.

The tariff pause has cemented a collective complacency in markets. But the warning signs are flashing red.