Peter Smith

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

Oil prices drove the mood this week, but calmer central banks and strong tech earnings helped steady markets.

With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.

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

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

Vital industries for UK growth like steel or cement are also energy intensive, and their decarbonisation is essential. We convened a roundtable of experts to discuss barriers and solutions to unlocking low-carbon investment opportunities.

The current macro environment poses significant challenges for investors. Our AIMS Target Return team explain why a less conventional approach can help maintain portfolio resilience and unlock return opportunities.

Welcome back to Bitesize, our monthly data-viz series, where we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we explore what history can tell us about the likely market impact of the US-China tariff dispute.

US fiscal concerns took centre stage this week, as investors reassessed the long-term sustainability of government debt.  

Welcome back to Bitesize, a monthly data-viz series in which we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we explore the recent gold rush, and the surprising implications of taking money out of the equity market during dips.

Welcome to Bitesize, our new monthly data-viz series where we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we look at the impact of President Trump’s latest tariffs – and how diversification can help investors stay resilient when markets wobble.

In this article, we explain key concepts of bond investing, such as yield and duration, explore the role of bonds in investment portfolios and look at the current state of the bond markets.

Are global equities as diversified as they seem? Can bonds offer reliable protection? Do alternatives enhance the risk-return profile? In this article, we examine these questions and what they mean for investors navigating today’s complex market.

From AI breakthroughs to rising risks of trade wars and energy crunches, 2025 is shaping up to be a year of big shifts. Here are five key trends every investor needs to watch to stay ahead of the curve.

Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argues Joao Toniato.