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Fidelity International | Market minutes – Positioning beyond the AI rally
Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.
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Market insights
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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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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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Stock market outlook: 3 themes for the second half of 2026
Three equity market themes that Capital Group is focusing on for the remainder of the year and beyond.
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2026 midyear investment outlook
Capital Group’s latest Outlook report offers actionable insights into global markets.
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Bond outlook: strong yields offer upside as risks linger
Capital Group’s Chitrang Purani, Damien McCann, and Timothy Ng assess the outlook for bond markets.
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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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Aberdeen Investments | Fixed income outlook: finding opportunity in uncertainty
Aberdeen examines the repercussions of recent global events including in the Middle East, with a focus on how these developments are influencing economic growth and inflation, as well as shaping the trajectory of global monetary…