oil

Fund managers bet on EMs, defence and energy amid geopolitical and supply chain fragmentation

Equities

Fund managers bet on EMs, defence and energy amid geopolitical and supply chain fragmentation

'End of easy globalisation'

clock 11 May 2026 • 4 min read
The Big Question: What is your outlook for government bonds if oil remains above $100?

Bonds

The Big Question: What is your outlook for government bonds if oil remains above $100?

Nine experts answer

clock 08 May 2026 • 1 min read
EM investors hold their nerve amid Strait of Hormuz standoff

Emerging markets

EM investors hold their nerve amid Strait of Hormuz standoff

Little change to allocations

clock 07 May 2026 • 2 min read
Rathbones' David Coombs: A reminder that oil and gas run the world

Markets

Rathbones' David Coombs: A reminder that oil and gas run the world

The war between the US, Israel and Iran underlines how tightly geopolitics and commodity markets are intertwined.

clock 06 May 2026 • 4 min read
Mike Bell: Markets on noise-cancelling mode risk missing next political shock

Investment

Mike Bell: Markets on noise-cancelling mode risk missing next political shock

'Investors think they know the playbook'

clock 21 April 2026 • 4 min read
Cusana Capital's Robert Marshall-Lee: India's growth opportunities Europe can only dream of

Emerging markets

Cusana Capital's Robert Marshall-Lee: India's growth opportunities Europe can only dream of

'Buy the dip'

clock 15 April 2026 • 4 min read
Friday Briefing: Fighting talk

Markets

Friday Briefing: Fighting talk

Friday Briefing

clock 13 April 2026 • 2 min read
EdenTree's Charlie Thomas: Iran War sharpens the case for renewables

Markets

EdenTree's Charlie Thomas: Iran War sharpens the case for renewables

Vital for energy independence

clock 01 April 2026 • 3 min read
Quilter's Lindsay James: Rethinking safe havens in a 'permacrisis' world

Markets

Quilter's Lindsay James: Rethinking safe havens in a 'permacrisis' world

'Few places to hide'

clock 30 March 2026 • 4 min read
The Big Question: How has conflict in the Middle East changed your allocations and outlook?

Global

The Big Question: How has conflict in the Middle East changed your allocations and outlook?

Ten experts answer

clock 20 March 2026 • 1 min read
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