insights
Markets move. Stay informed.
Investment Note
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March 18, 2026
Rising inflation. Measured response.
Disrupted shipping routes and surging energy costs are pushing short-term inflation higher across the US, euro area and the UK. Central banks are turning more cautious. We assess the outlook and explain how we are positioning portfolios in this environment.
Market Flash
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March 2, 2026
War in the Middle East. Markets on alert.
The escalation of the Iran conflict into open warfare has sent shockwaves through global markets. With the Strait of Hormuz under threat, energy prices have spiked and investors are reassessing risk. We outline what happened, how markets have reacted – and what it means for your portfolio.