Daily outlook on markets and investments
Daily outlook on markets and investments
Access the latest views and financial market coverage. Our investment specialists provide daily updates on significant market events and investment opportunities.
- Market outlook remains resilient despite risks
- Stay diversified amid ongoing market risks
- Capital, compute, and competition drive AI's next phase
- The Fed's path to rate cuts remains intact
- Markets weigh Middle East uncertainty against solid fundamentals
- Portfolio resilience remains key despite US-Iran deal optimism
- Quality bonds offer compelling risk-reward
- Further equity gains may ride on solid profit growth
- Fundamental clarity for financials investors
- Risk sentiment retreats as US-Iran talks yield no deal
- Inflation, Iran talks to put market optimism to test
- Retain exposure to secular trends despite ceasefire uncertainty
- Ceasefire: Our investment perspectives
- Remaining engaged in markets despite Middle East risks
- Markets gauge war outlook between renewed threat and ceasefire effort
- Planned further US strikes on Iran push oil prices higher
- Equities rise on hopes of imminent end to Middle East conflict
- Fed's Powell pushes back on rate hike talk
- Positioning for a longer conflict
- Stick to an investment plan amid uncertainty
- Seek resilience in power and resources
- Avoid “market timing” despite volatility
- Use market bounce to diversify and hedge
- Managing escalating risks
- Navigating an uncertain market landscape
- Escalating gulf conflict: How to position amid two-way risk
- Fed likely to retain easing bias
- Accessing secular growth in a diversified way
- Markets eye war, central bank moves amid volatility
- Gold’s diversifying utility remains intact
- Ways to manage portfolio risks amid volatility
- Stay invested despite near-term uncertainty
- An investor’s guide to navigating the conflict
- Oil price surge prompts risk-off sentiment
- US-Iran: Ongoing strikes heighten oil supply disruption concerns
- A look back in history to navigate uncertain markets
- Iran conflict, latest developments
- US-Iran conflict: Key questions for investors
- US-Iran escalation adds to geopolitical risks
- What do AI disintermediation risks mean for credit markets?
- Power and resources theme intact despite peaking AI capex growth concerns
- Diversify AI exposure across geographies
- Ensure portfolio resilience amid volatility
- Trump tariffs ruled unlawful
- Gold should rally amid rising geopolitical tensions
- Consider a broader set of equity opportunities
- Downgrading US communication services and upgrading industrials
- Is now time to double down on diversification?
- Takeaways from Munich: Transatlantic tensions ease, defense spending to climb
- Inflation data should keep Fed cuts on track
- Capturing the AI opportunity in a diversified way
- Data to support Fed easing outlook
- Downgrading US information technology
- Japan election: Supermajority win ignites equity surge
- Managing equity exposure amid tech volatility
- Tech sell-off highlights need for diversification
- Tech sell-off highlights need for diversification
- Further equity gains likely amid a supportive backdrop
- What could a Warsh era mean for Fed policy?
- Taking stock and looking ahead
- Robust tech earnings underpin continued AI growth
- Markets await Fed and tech earnings
- Consider currency risk management amid USD weakness
- Markets can move higher alongside volatility
- What the Davos Greenland deal means for the gold rally
- Stay diversified to navigate market volatility
- Markets steady after Greenland tensions drive stock, bond declines
- Global equities can move higher, despite volatility
- US/EU tensions over Greenland escalate as Trump threatens tariffs
- Consider AI beneficiaries beyond the tech sector
- Inflation in focus as markets assess the Fed’s path forward
- US equity rally remains intact despite headline volatility
- Markets brace for jobs data and tariff ruling
- Quality bonds offer value amid favorable markets
- Commodities offer opportunity despite geopolitical volatility
- Global equity outlook remains positive on fundamentals
- What US intervention in Venezuela means for markets
- Why 2026 catalysts matter more than any year-end rally
- Equities rally on tech earnings and tame inflation data
- Add exposure to global equities amid supportive backdrop
- Oil rises on fresh geopolitical uncertainty
- Building portfolio resilience to navigate markets
- US equities have room to rally further
- US equities have room to rally further
- S&P 500 closes in on record high after Fed cuts rates
- Markets await Fed signals
- AI should continue to power equity performance
- Treasury yields should fall as Fed cuts further
- Look beyond US-China tensions in China markets
- Consider growth beyond tech
- Fed easing hopes rise ahead of US data
- Assessing AI fundamentals
- Favorable backdrop should support global equities further
- No Thanksgiving reprieve for the dollar
- Consider commodities amid favorable outlook
- US data reinforce Fed cut expectations
- US stocks rise on AI momentum and Fed optimism
- From capex to cash flows
- Bull market intact despite volatility from derisking
- Strong AI outlook should underpin markets in 2026