Investing Insights
In Dire Straits: Discipline in Volatile Markets
Markets in March were dominated by one key issue, the current conflict involving the US, Israel and Iran.
Regional Rotations & Global Diversification: The Case for UK vs Global Equities
With US equites lagging and emerging markets outperforming in 2026, regional equity performance (that is, the performance of equity investments across different geographic regions) has re entered the spotlight this year.
Rising Tensions in Iran: Market Update
Over the past week, geopolitical tensions between the U.S., Israel and Iran have continued to escalate. The U.S. and Israel have launched further waves of airstrikes across Iran, targeting a number of strategic sites including oil depots and other infrastructure.
The Rotation Beneath the Rally
February was a reminder that while markets can sometimes appear calm on the surface, under the bonnet they can undergo significant shifts. At first glance, global developed market equity performance appeared relatively stable over the month, with global equity markets continuing to trend upward.
