The collapse of Afghanistan’s US-backed government and the end of the 20-year war dominated news flow in August but the events did little…

The main theme dominating markets in July was a continued move away from so-called ‘rotation’ trades, as inflation fears receded and earnings season…

Markets were relatively calm in June, as equity markets in all geographies except the UK inched up. Bonds likewise rallied, with longer dated developed…

Markets were unsettled in May, with the main equity indices outside Europe ending the month in negative territory. Significant volatility returned to…

Covid-19 showed no sign of leaving international headlines in April, one year on from the first full month most European countries spent in…

Markets remained unsettled in March by the rise in US Treasury yields and concurrent rise in inflation expectations. This has broad implications across…

In February, optimism surrounding the global vaccine rollout and renewed inflation expectations combined to drive up bond yields and cyclical…