Economy
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Greenland Tariffs: What happened, and how to position for the new Europe risk premium
Charu Chanana, Chief Investment Strategist at Saxo, assesses the market fallout from President Trump’s threat to impose tariffs on several European nations…
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Japan snap election: it’s not about fiscal dominance (yet)
Naomi Fink, Chief Global Strategist, examines whether Japan’s expected snap election truly signals a shift toward “fiscal dominance”. She argues that, despite…
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Geopolitical tensions are not going away
Raphael Olszyna-Marzys, International Economist at J. Safra Sarasin Sustainable Asset Management, examines how fresh geopolitical strains and political pressure on the Federal…
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The Aristotle List: 10 improbable but possible outcomes for 2026, by Paul Jackson
Paul Jackson, Global Market Strategist, EMEA at Invesco today releases his annual list of ten contrarian calls. With his “Aristotle List”, Jackson…
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FTSE 100 set to take a breather while geopolitics turn icy
Wealth Club’s Chief Investment Strategist Susannah Streeter assesses how the FTSE 100 is pausing after its record run as easing Iran tensions…
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Experts react to the UK economy showing glimmers of hope, but questions remain about long-term prospects
The latest UK GDP figures have delivered a rare dose of optimism, with November’s 0.3% growth beating expectations and hinting that the…
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The key macro events to watch in 2026 – and how they could shape financial markets and investor portfolios
A year of political flashpoints, central bank change and geopolitical risk lies ahead for markets in 2026. Daniel Casali, Chief Investment Strategy…
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US CPI: Steady inflation unlikely to shift January hold expectations, experts react
Today’s US CPI data offered tentative relief for markets, with core inflation undershooting expectations and reviving hopes of policy easing in 2026.…
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St. James’s Place – Market outlook: Resilience, diversification and opportunity after a volatile year
After a turbulent year shaped by tariff uncertainty, AI exuberance and shifting monetary policy, St. James’s Place leaders Justin Onuekwusi and Hetal…
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Experts react to mixed US jobs data after government shutdown keeps rate cuts in play
US payrolls undershot expectations in December and prior months were sharply revised lower, but a surprise fall in the unemployment rate and…
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