Markets and Insights

The biggest election year in human history is in full swing and political discourse is growing increasingly emotive. From an investment perspective, however, they tend to have limited impact beyond the short term. The government has only limited sway over the economy and the economy has a limited impact on markets, argue @Thomas Gehlen, @Nick Lowson, and...

Discover our "The Art of Collecting" podcasts series, which analyzes the issues related to the ownership and management of works of art or collectibles.

Remaining calm amidst political uncertainty

Gold, the shiny metal well known for its store of value in times of uncertainty, has rallied almost 15% this year – more than the FTSE 100 and S&P 5001. Indeed, the world has become an increasingly uncertain place, as escalating geopolitical tensions have shown. But, looking at other sentiment indicators, this has not been affecting financial markets too much....

The biggest US tech firms have rallied 140% since the beginning of 2023, shortly after ChatGPT was released to the public. Some players, such as Nvidia, have shown that they’re producing the earnings to match the market enthusiasm. But can this trajectory be sustainable or is the sector heading for a painful market crash? In the latest edition of Market...

Rate cuts are coming

Discover our "The Art of Collecting" podcasts series, which analyzes the issues related to the ownership and management of works of art or collectibles.

Central banks out-of-sync

New CIO Blog: February 2024