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The macroeconomic environment surrounding New Zealand’s equity market is beginning to improve, albeit from a low base and following several years of significant market and global disruption.
AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.
The political calendar is busy, with important events due in the UK, France and Israel. However, attention will be focused on November’s US mid-term elections.
We share our outlook for India equities in 2H 2026, as resilient growth, policy support and earnings recovery could create long-term opportunities.
Discover JXUS, a thoughtful way to broaden equity exposure beyond the US, with active UCITS access to Europe and Japan opportunities.
A quarter dominated by concentration, momentum and regional dispersion.
In the middle of the dollar smile: What could a falling oil price mean for the US dollar?
EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...
France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
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