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The Week: Bond and oil markets diverge
Bond and oil markets diverge on an end to the ceasefire.
Author: Deke Smith
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Private markets: a shift from momentum to selectivity
Private markets are changing fast. As valuation-led returns become less dependable, Aberdeen asks: where are returns coming from now?
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Global updates: Rising rates and shifting risks
The US and Iran finally agreed a ceasefire in June, allowing the Strait of Hormuz to reopen, and the oil price subsided to pre-war levels.
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UK market updates: Fresh political upheaval for the UK
Iran and the US reached a deal during June that allowed the Strait of Hormuz to reopen to commercial shipping. Following the announcement, the price of Brent crude oil fell to US$72.92 per barrel by…
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Market briefings looking back at June
A selection of articles, written by our expert investment writers that cover the markets looking back through June.
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What is tokenisation?
Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems.
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The US$1.75 trillion question: an IPO that could change everything
With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets and investors.
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Rethinking value investing
A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.
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Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder
From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's…
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Scottish Mortgage Manager Insights: Lawrence Burns
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk.