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.
- Trump unveils new tariffs
- Raising our tech forecasts amid solid results
- Fed meeting in focus
- Markets watchful as data-heavy week unfolds
- Trade tensions ease further with US-EU deal
- Preparing for volatility amid market risks
- Trump’s AI plan supports our innovation themes
- Trump’s Japan deal points to improving trade clarity
- Positioning beyond near-term volatility
- Earnings strength supports bull market
- Fed independence comes back into focus for markets
- Investor tech enthusiasm running high into earnings season
- Tariffs begin to impact US inflation
- What a partial rollback on China H20 chip curbs means for global tech
- Trump tests market optimism over trade
- What Trump’s Canada tariff escalation means for global investors
- Emerging markets should perform despite tariffs on Brazil
- Stocks have room to rise despite tariff-induced volatility
- Trump’s tariff letters do not signal trade war escalation
- Who could win and lose on tighter Trump AI controls
- Republicans push through Trump’s One Big Beautiful Bill
- Markets await more trade news after US-Vietnam deal
- Bond yields should continue to decline despite fiscal concerns
- Tech stocks have more to go despite all-time highs
- Markets count down to tariff deadline
- Treasury yields should fall further amid lower rates
- Treasury yields should fall further amid lower rates
- Tech rally has legs amid rising AI adoption
- Market fundamentals remain supportive amid Middle East developments
- US joins attack on Iran’s nuclear capabilities
- Markets remain cautious amid geopolitical unease
- Fed keeps rates on hold while Swiss cut again
- Fed outlook in focus amid global uncertainty
- Sticking to an investment plan amid geopolitical uncertainty
- Markets refocus on fundamentals amid Israel-Iran conflict
- Israel launches strike against Iran
- Trade optimism wavers amid uncertainty
- Trump's “emergency” tariff appeal no crisis for investors
- London talks offer a path to US-China de-escalation
- Markets watchful for tariffs, economic, and fiscal risks
- Rare earths supply inspires a rare Trump-Xi call
- Put cash to work amid lower returns
- Seek durable growth in transformational innovation
- Strengthen portfolios amid tariff headlines
- Position for longer-term gains amid renewed caution
- Markets on tariff and inflation watch amid volatility
- Stocks lifted by court ruling against Trump tariffs
- Equities rebound as trade optimism returns
- Mood improves in fixed income markets
- Equity volatility picks up amid renewed tariff uncertainty
- Quality bonds offer value despite Treasury volatility
- US equities and bonds fall amid trade and budget concerns
- Ensure portfolio diversification amid geopolitical risks
- US downgraded: End of AAA era
- High bond yields create opportunity in portfolios
- Risks remain despite a pause in the trade war
- Tech rebound has more to go
- US equities rally on US-China love: Downgrading US to Neutral
- Stocks climb after US and China roll back tariffs
- US stocks bounce on trade deal optimism
- Volatility to remain despite improvement in headlines
- Fed preview: Letting the dust settle on tariffs
- Diversifying portfolios to navigate uncertainty
- US equities to see support amid volatility
- Tech rebound has more room to run amid solid earnings
- Tariff and earnings optimism support equity rebound
- 100 days of Trump—tariffs, tumult, and tactical ideas
- US dollar weakness expected to return while gold stays supported
- US equity rebound to continue alongside volatility
- Rate cut and tariff optimism boosts stocks
- Markets regain confidence in Trump put
- US stocks rebound on hopes over trade and earnings
- Markets fret over Fed independence
- Risk-off mood returns to markets
- Renewed trade anxiety adds to volatility
- Quality bonds remain attractive despite volatility
- Tech rebound should continue despite tariff uncertainty
- Strengthening portfolios in volatile times
- Equity markets rebound on tariff pause
- Equities fall further on tariff escalation
- Trade war: FAQ
- Trade war: Navigating volatility
- Trade war: Our latest views
- Trump tariffs: Our view for investors
- AI leaders offer competitive edge despite low-cost peers
- Reciprocal tariffs: What to expect from 2 April?
- Risk-off mood takes hold ahead of 2 April
- Investing in longevity
- Market volatility reignited by auto tariffs
- Volatility may rise as markets count down to tariff announcement
- US stocks rise as tariff concerns ease
- Buying the dip in US equities
- Power and resources opportunities remain despite volatility
- Putting cash to work should remain a priority
- Bullion breaks USD 3,000/oz: Can gold shine brighter still?
- Bullion breaks USD 3,000/oz: Can gold shine brighter still?
- Stocks bounce at end of volatile week
- Diversification can help navigate market volatility
- US recession fears look overdone
- Markets pivot after trade and geopolitical shifts