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Counterpoint November 2026

Taking some chips off the table

There is still plenty to like about the medium-term investment outlook. The global economy is growing despite rising...

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02 November 2026

Taking some chips off the table – Counterpoint November 2026

Market Insights

The medium-term outlook remains positive, but near-term risks have increased, leading us to take profits in emerging markets and add US Treasuries for greater portfolio resilience.

30 October 2026

Anthropic’s IPO: When exceptional growth meets exceptional expectations

Anthropic’s IPO highlights exceptional AI growth, but also huge investment needs and valuation expectations. We assess what it means for investors.

29 October 2026

Autumn Budget 2026: Stability today, planning for tomorrow

Market Outlooks

Many of the announcements in this year’s Budget had been trailed in advance and, on the face of it, amounted to tinkering at the edges rather than wholesale reform.

26 October 2026

Markets & Investment Update - 26.10.26

Market Outlooks

The global economy remains resilient, but investors are finding more reasons to look beneath the surface.

22 October 2026

Flash Update - France: why markets are growing uneasy

As central banks weigh further rate hikes, investors are also reassessing whether AI's massive investment boom can deliver the returns markets expect.

19 October 2026

Markets & Investment Update - 19.10.26

Market Outlooks

As central banks weigh further rate hikes, investors are also reassessing whether AI's massive investment boom can deliver the returns markets expect.

15 October 2026

Powering AI

Market Insights

As AI advances from answering questions to performing work, its growing usefulness is creating a physical demand for electricity, data centers, cooling, grids, and related infrastructure. The analysis argues that these enabling systems may offer broader investment opportunities than the better-known semiconductor theme.

13 October 2026

Budget 2026: What could it mean for your wealth?

Market Outlooks

Europe is undertaking a broad rebuilding effort centered on defence, energy security, electrification and industrial capacity. The scale of committed investment is reshaping economic priorities and drawing investor attention to the companies supplying essential infrastructure and equipment.

12 October 2026

Markets & Investment Update - 12.10.26

Market Outlooks

Markets are reaching new highs, but gains are becoming increasingly concentrated in a handful of AI-driven technology stocks. Why diversification still matters.

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