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The Week: Hormuz Strait: déjà vu all over again
Tensions in the Middle East have resumed, kicking off a long summer of financial market uncertainty.
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The Week
Our weekly dive into the key issues of the day.
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Market view: The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly important.
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The Week: Bond and oil markets diverge
Bond and oil markets diverge on an end to the ceasefire.
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The Week: Are emerging markets really diversifying?
Emerging markets are losing their status as a diversifier, as they go all-in for AI.
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The Week: Energy sector: crisis over?
Share prices for energy companies have fallen on the US/Iran deal, but the energy market is not back to normal.
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The Week: Who wins in a resolution to the Iran conflict?
A tentative deal is on the table. Which assets could benefit?
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The Week: The Federal Reserve’s dilemma
Donald Trump wants rate cuts – it would be a risky move for the new Fed chair.
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The Week: IPO fever
A wave of technology IPOs are coming to market. To what extent will they destabilise US markets?
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The Week: Gilts return to normal, but for how long?
Some normality has returned to UK gilt yields after inflationary pressures dipped and political fears eased.