Market Ethos
Waiting at the train station
23 March 2026. Market Ethos. As hostilities broke out in the Middle East, markets were initially rather resilient. But after three weeks, that resilience is…
Insights
Market Insights
Getting the big picture right and positioning your investment portfolio appropriately for the macro environment is essential for building long-term wealth. That requires access to the right market intelligence.
Latest Articles
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.
Market Ethos
Steep curves good? Not always
26 January 2026. Market Ethos. If an inverted yield curve can signal a near-term recession, does a steeper curve automatically mean good news? Not so…
Market Ethos
Swimming in oil
12 January 2026. Market Ethos. The world knows that we have too much oil – the market knows this, the forward energy curve knows this,…
Insights
2026 Outlook: Questions on the year ahead
January 2026. Investor Strategy. We reflect on what happened in 2025, and dive into the questions on investors' minds for 2026.
Market Ethos
Ethos rewind: the year’s biggest themes
December 15, 2025. Market Ethos. As is tradition, this final Ethos of the year takes a look back at the most popular editions based on…
Investor Strategy
Finish line in sight
8 December 2025. Investor Strategy. At the moment, lots of market-friendly AI capex spending, decent economic data and somewhat lower rates/yields is providing a pretty…
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.
Market Ethos
Steep curves good? Not always
26 January 2026. Market Ethos. If an inverted yield curve can signal a near-term recession, does a steeper curve automatically mean good news? Not so…
Market Ethos
Swimming in oil
12 January 2026. Market Ethos. The world knows that we have too much oil – the market knows this, the forward energy curve knows this,…
Insights
2026 Outlook: Questions on the year ahead
January 2026. Investor Strategy. We reflect on what happened in 2025, and dive into the questions on investors' minds for 2026.
Market Ethos
Ethos rewind: the year’s biggest themes
December 15, 2025. Market Ethos. As is tradition, this final Ethos of the year takes a look back at the most popular editions based on…
Investor Strategy
Finish line in sight
8 December 2025. Investor Strategy. At the moment, lots of market-friendly AI capex spending, decent economic data and somewhat lower rates/yields is providing a pretty…
Daily market commentary
Daily market commentary
Launch Pad
Stay on top of market movements with the Launch Pad. Updated daily.