Why geopolitics is driving the energy transition and why clean energy has outperformed oil stocks…
Stable yields and credit spreads signal healthy liquidity, reducing the risk of a major equity…
Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…
US valuations look manageable, but ambitious profit growth forecasts leave little margin for error
Despite the Gulf conflict, equity markets hold firm echoing last year's H1 sell-off and recovery
Global Defence Spending - Why Military Budgets Are Set to Rise Further
Inflation Outlook 2026 - How the Energy Crisis Will Hit Household Bills
Oil Price Shocks and US Recession Risk - What History Tells Us
