MARKETS IN A NUTSHELL — FOR DECEMBER 2025
Rate cuts and resilient growth defied recession fears in 2025. Global equities delivered their strongest year since 2019, with European and emerging markets outperforming the US by double digits. Commodities surged to record highs. Linda Eedes reflects on a remarkable year of unexpected outcomes – and why misbehaving markets remain the greatest certainty as investors step into 2026.
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Insights
08 Apr 2026
MARKETS IN A NUTSHELL — FOR MARCH 2026
March was a reminder of how quickly market optimism can unravel. The beginning of the month was defined by hopes that inflation had been tamed and would start to fall. But by mid-March, the escalation of the…
07 Apr 2026
MARKETS IN A NUTSHELL — FOR MARCH 2026
Investors began March assuming that the rich world had slain the inflation beast and interest rates would continue to trend lower. By the Ides they were confronting a rather older problem: the consequences of war in…