News & Views

This week’s update highlights a strong rebound in global equity markets, with improving investor sentiment driving a more positive, risk-on tone. While markets have moved higher, attention remains firmly on the evolving geopolitical backdrop, inflation pressures and central bank policy, all of which continue to shape the near-term outlook. Alongside this, we explore key developments across commodities, ESG and the global economy, providing a rounded view of the forces influen

This week’s update reflects a positive shift in market sentiment, with equities rebounding despite a complex and evolving global backdrop. While inflation has re-emerged as a key concern, particularly in the US, central banks continue to signal a cautious, higher-for-longer approach to policy. At the same time, geopolitical tensions and political developments across the UK and Europe remain key drivers of market direction, reinforcing the importance of a balanced and forward-

Global markets moved higher this week, with investor sentiment improving following a period of heightened volatility. While geopolitical tensions remain a key source of uncertainty, markets have shown resilience, supported by stabilising commodity prices and renewed confidence in growth sectors. At the same time, inflation dynamics and central bank expectations continue to shape the outlook, with investors balancing short-term risks against a more constructive medium-term bac

Markets closed the week on a more cautious footing, with geopolitical tensions and rising energy prices driving increased volatility across global assets. While UK equities showed relative resilience, US markets moved lower as investors reassessed the outlook for inflation and interest rates. With oil prices climbing and uncertainty in the Middle East continuing to evolve, attention is now turning to how these developments may feed through into inflation and central bank poli

Global markets faced a challenging week, with rising geopolitical tensions and renewed inflation concerns weighing on investor sentiment. Volatility increased across asset classes as developments in the Middle East introduced fresh uncertainty around energy prices and the broader economic outlook. Against this backdrop, investors have adopted a more cautious stance, with markets increasingly sensitive to both geopolitical developments and central bank signals.

This week’s Clever Weekly Market Review highlights a more cautious tone across global markets, with equities moving lower amid escalating geopolitical tensions in the Middle East. Investors are also closely monitoring the unexpected rise in Eurozone inflation and the sharp increase in oil prices as concerns grow around potential disruptions to global energy supply. In this edition, we also explore the latest signals from central banks and EU climate policy developments.

Global markets were mixed over the week as investors weighed easing inflation expectations against political and geopolitical uncertainty. UK equities posted modest gains, supported by large-cap stocks, while US markets diverged, with defensive sectors outperforming as technology shares came under renewed pressure. Central banks maintained a cautious, data-dependent stance, and attention now turns to a busy week of economic data that could shape near-term market expectations.

Global markets were mixed over the past week as easing inflation expectations were weighed against ongoing policy uncertainty and geopolitical developments. UK equities moved higher, supported by resilient large-cap stocks, while US markets finished lower amid a more cautious risk tone. Inflation forecasts continued to improve, with the IMF signalling further disinflation, while central bank policy, commodity price volatility and geopolitical developments remained key drivers

Markets remained cautious over the week as investors navigated persistent inflation concerns, mixed economic signals and restrained central bank messaging. UK and US equities moved modestly lower overall, though technology stocks outperformed. Commodities showed a clear split, with precious metals benefiting from safe-haven demand while energy prices stayed subdued. Geopolitical tensions and policy uncertainty continued to shape sentiment as markets look further into 2026.

Markets entered 2026 on a cautious footing, with risk sentiment shaped by geopolitical tensions, mixed equity performance and renewed focus on inflation and central-bank dynamics. UK equities showed modest resilience, while US markets weakened as technology stocks came under pressure. Precious metals strengthened amid heightened uncertainty, offset by softer energy prices. With labour-market data and policy signals ahead, investors remain alert to early indicators shaping the