Investments / Economy

Positioning portfolios for a fragile GNU and a new world order

In turbulent times, it’s easy to be swayed by news cycles and market swings. But emotional reactions and overconfidence can cloud sound judgment.

Israel-Iran conflict: market outcomes and impact on inflation

Oil prices are volatile as the Iran-Israel conflict continues. Will higher energy prices persist, and could they be inflationary?

Economic commentary - latest global growth forecasts: Schroders slashes US growth forecast

Economic and Strategy Viewpoint – Q2 2025

Despite the pause on tariffs from the US administration, new risks could come into the radar of markets.