Does your portfolio have an umbrella? Our Q3 2026 outlook explores record-high stocks, rising bond yields and AI-driven growth.

AI, rising yields, trade tensions, and market volatility: explore what drove August markets and what investors should watch.

We are approaching the end of the "dog days of summer," a period traditionally associated with the hottest days of the year. On financial markets, July was a reminder that strong fundamentals do not always translate into a smooth performance.

Navigate June's mixed markets with insights on oil, inflation, and investment opportunities.

Equity markets in Q2 2026 delivered a generally positive, but uneven, performance across regions, shaped by resilient earnings growth, the ongoing AI-driven investment cycle, and elevated geopolitical risks.

Markets rose in May on earnings and AI optimism, but narrow leadership, geopolitical risks, and higher rates keep volatility elevated.