Look beyond indices for small cap opportunities in high inflation, higher rates climate

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The case for looking beyond the small cap indices for investment opportunities has strengthened following the return of inflation and interest rate rises, according to a small and micro-cap companies... Read more continue reading

“Never waste a crisis” – The top five things needed in the coming Budget  

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Key points The upcoming Budget is an ideal opportunity to reframe government policy to put the economy onto a stronger path. The latest global crisis adds to the case for... Read more continue reading

Can defence and ESG considerations coexist in an investment portfolio?

With global conflict driving investor interest in defence sectors, Dugald Higgins, head of responsible investment at Zenith Investment Partners, says excluding defence from portfolios can raise difficult questions for investors.... Read more continue reading

Gold correction driven by positioning, not fundamentals

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Gold will be back in focus this week carrying a renewed risk premium, as Iran’s closure of the Strait of Hormuz over the weekend rattled markets and threatened to wipe... Read more continue reading

CPD: The rise of innovative lifetime income streams

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Retirement planning has long been framed as a numbers exercise. How much someone needs to accumulate, what returns can be achieved and how long that capital needs to last. However,... Read more continue reading

Q2 2026: Fixed income perspectives

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Policy, conflict, and credit At the start of the year, the macro environment was defined by resilient growth and moderating inflation—supporting expectations for gradual Fed rate cuts. Combined with attractive... Read more continue reading

AI powers corporate rebound as cost pressures rise and geopolitical risks intensify – Fidelity International 2026 Analyst Survey

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Companies entered the year feeling better than at any point since the chaotic aftermath of the Covid pandemic, driven by a once-in-a-generation investment boom in artificial intelligence (AI). These are... Read more continue reading

Do market downturns really lead to down years? 

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This week’s move – with the S&P 500 approaching 2026 highs – is a timely reminder of how markets process uncertainty. Even amid heightened geopolitical tension, markets have once again... Read more continue reading

Fuel scarcity signals a significant shift for markets

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The current fuel crisis is reshaping how markets interpret energy risk, with fuel scarcity emerging as a more persistent economic constraint rather than a short-term cyclical factor, according to Datt... Read more continue reading

Globalisation gets harder: A new era of constraint, competition and volatility

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The era of “easy globalisation” is over. Investors and policymakers now face a more fragmented, volatile and politically charged global system, in which long-standing assumptions about growth, inflation and market... Read more continue reading