Latest multi-asset & multi-strategy thinking

  • The week in markets

    10 Apr. 2026

    Markets breathed easier this week and repriced swiftly as a ceasefire in the Middle East eased oil prices, cooled inflation fears and revived investors’ risk appetite.

  • Wild moves in the oil price

    24 Mar. 2026

    The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?

  • The week in markets

    6 Mar. 2026

    While energy prices and government bond yields rose this week, the impact on equities was different across regions, and credit stress was contained. The situation so far is one of uncertainty rather than a downturn.

  • Multi-asset chart of the month for February: The Magnificent Two

    23 Feb. 2026

    The “Magnificent Seven” begin to split as two tech giants break away from the pack.

  • The week in markets: 100 days of President Trump

    2 May 2025

    Risk assets bounced back this week following increased hopes of a further de-escalation in the trade war and a positive earnings cycle.

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