Oil price forecasts revised upwards due to disruptions from US-Iran war. While Donald Trump has indicated that the US may exit Iran in as soon as two weeks, the situation on the ground in the Middle ...

The current technology drawdown reflects a dual shock from the “SaaS-pocalypse” and geopolitical risk‑off pressures which we view as a sentiment‑driven correction, rather than a deteriora...

Bonds have regained hedging properties against equity risk while the purchasing power of cash is eroded under sticky inflation and rate cuts. Favour A/BBB IG credit while maintaining a 5–7Y port...