Investments & Markets
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Analysis | Are investors overlooking the chances of the Iran conflict being the next ‘big wave’ to hit markets? Strait talking from Trium Capital’s Tonev
Considering the huge levels of uncertainty around the global economy as a result of the conflict in Iran, are markets being complacent?…
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Confluence’s Chris Smith-Hill explains why FBOR is the answer to the risks hiding in your clients’ portfolios
When a client asks what they own, most advisers can answer that question at the fund level. They can point to an…
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Franklin Templeton on the UK’s economic crossroads: what comes after Starmer?
The prospect of yet another British Prime Minister looms large. Should it materialise, the United Kingdom would see its fifth leader in…
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Charles Schwab: Stocks down, oil up as talks fail
Trump’s blockade of ships bound to or from Iran sent oil above $100 today and pressured stocks. Goldman’s earnings received a sour…
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Fidelity’s Market Week: Investors step back as Gulf risks return
In this week’s update from Fidelity, Tom Stevenson comments as shares give back some of last week’s gains on stalling peace talks…
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Bfinance on Middle East crisis: why the equity/bond free lunch isn’t over yet
March 2026 was an uncomfortable month for investors. As the Iranian conflict escalated into open war, oil prices rose sharply, short-term inflation…
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A pause, not a peace: markets after the Iran ceasefire
Wars are, by their nature, unpredictable. Unlike recent trade conflicts where damage is easily reversible, hot wars, as we have seen with…
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Quilter Cheviot: US inflation spikes to 3.3% as Iran war oil price shock sets in
Richard Carter, head of fixed interest research at Quilter Cheviot, has responded to the latest US inflation data. In the first full…
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Ceasefire deal drives terrific global rally in stocks and bonds
Stocks and fixed-income assets from virtually every corner of the planet are rallying ferociously following the ceasefire deal between Washington and Tehran.…
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Index linked bonds emerge well from an inflationary quarter
This decade the gilt market has suffered three major convulsions (to date). The first of these in 2022, the Truss/Kwarteng “giltmageddon”, was…
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