News and views
Insights from independent thinkers
Each month, Gilles Prince, Chief Investment Officer, shares his perspective on the markets, the macro trends shaping them, and what it all means for your portfolio. No off-the-shelf research, no house view for the sake of one — just clear, considered thinking from the person who manages your wealth.
August 2026
Interest rates back in focus as markets reach new highs
August saw strong equity gains, supported by resilient earnings and stable inflation, while rising oil prices, geopolitical tensions and higher long-term interest rates introduced new risks.
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July 2026
Equity and bond market indices recorded lacklustre performance
Global market performance shaped by geopolitical tensions, inflation concerns, and volatility in AI-related technology stocks.
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June 2026
Was “Sell in May” the right call in the end?
Global markets paused as AI leadership shifted, inflation stayed elevated, and diversification became more critical.
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May 2026
May marked the comeback of the 2025 return drivers.
Oil prices eased during the month on hopes of a diplomatic breakthrough.
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April 2026
Equities rebounded strongly
Headline inflation is increasing, but major central banks kept their policy rates unchanged in April.
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March 2026
March has been a challenging month
Most asset classes declined, with the exceptions of energy prices and the US dollar.
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