Macro & markets

Petrol is up. Markets are down. What usually happens next?
Individual investor
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Markets
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Petrol is up. Markets are down. What usually happens next?
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What history says about investing through geopolitical shocks.

Charts of the month – Glimmer of hope?
Charts of the month
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Markets
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Charts of the month – Glimmer of hope?
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Markets rallied overnight as Trump signalled an end to the war without reopening Hormuz.

Taco Monday
Bassanese Bites
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Macro
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Markets
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Taco Monday
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Global stocks remained under pressure last week.

If inflation stays higher, what may it mean for returns?
Individual investor
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Investment ideas
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Markets
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If inflation stays higher, what may it mean for returns?
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What a higher inflation environment could mean for long-term investors.

A new era: physical AI and humanoids enter the stage
Investment ideas
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Markets
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A new era: physical AI and humanoids enter the stage
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Robotics hits an inflection point as falling costs and AI advances accelerate adoption.

Middle East MAD
Bassanese Bites
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Macro
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Markets
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Middle East MAD
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Markets on edge as Iran deadline lifts oil prices and heightens global market volatility.

Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
Investment ideas
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Markets
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Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
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We outline two potential paths for markets and highlight ETFs that may help investors position...

Has the AI sell-off made cybersecurity more compelling?
Investment ideas
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Markets
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Has the AI sell-off made cybersecurity more compelling?
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AI is changing cyber threats faster than markets may have priced in.