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The reaction by the Japanese market to the Iran conflict reflects uncertainty rather than immediate damage. Oil prices alone are unlikely to cause stagflation in Japan; rather, supply disruption is...
Replay: experts analyse scenarios after US–Israel strikes on Iran, energy and inflation impacts, regional and cross‑asset implications.
Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.
Shriti Jadav and Simon Eagle discuss the new Guided Retirement requirements, what DC Trustees will need to do to meet them and what options are available.
NPPR allows individual EU member states to permit US and other non-EU funds to market in their territory.
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...
AI concerns are forcing a rapid reset of software stocks. But disruption rarely unfolds as fast as markets expect. Software stocks have suffered a rude awakening amid fears that artificial intellig...
Despite increasing geopolitical uncertainty in early 2026 driven by a more interventionist US policy stance, risk appetite remains intact, though sentiment is increasingly shaped by escalating geop...
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