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26 October 2026

Market Report

Rising Debt, Shifting Reserves and Gold’s Growing Strategic Role

Geopolitical tensions, rising debt and inflation risks reinforce uncertainty, while gold gains importance amid shifting global financial dynamics.

17 September 2026

Market Report

Higher Yields, Stronger Gold Demand and Shifting AI Dynamics

Rising yields and debt concerns support gold. China reduces AI hardware dependence on Nvidia. Central-bank buying rebounds, while UK savers regret missing gold’s gains.

25 August 2026

Market Report

Global Markets Navigate Debt Risks and Structural Change

Rising fiscal and geopolitical risks, market volatility, and structural shifts support diversification, active management, and long-term commodity exposure.

29 April 2026

Market Report

Markets under pressure

Rising geopolitical tensions in the Middle East are amplifying financial and macroeconomic stress.

24 March 2026

Market Report

Navigating Change: Markets Balance Risks and Opportunities

A recent ruling by the US Supreme Court has limited certain aspects of President Trump’s tariff authority.

27 January 2026

Market Report

Structural Shifts Redefine Global Markets Heading Into 2026

Major banks' outlooks for 2026 are cautiously optimistic regarding growth

23 December 2025

Market Report

Developments in Financial and Commodity Markets

Global markets are navigating a period of shifting economic power and rising geopolitical tensions

24 November 2025

Market Report

Developments in Financial and Commodity Markets

China's stimulus-driven monetary expansion is temporarily stabilising US credit markets.

22 October 2025

Market Report

Developments in Financial and Commodity Markets

In a recent speech, President Xi Jinping outlined his vision for global governance alongside new policies aimed at attracting foreign capital.

30 September 2025

Market Report

Developments in Financial and Commodity Markets

Recent economic data is increasing pressure on the Fed to lower rates, with Fed officials projecting up to three rate cuts before the end of the year.

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