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

Global markets opened October on firmer ground, led by UK equities and record highs in precious metals. While U.S. gains were steadier, renewed political tension in Europe and volatile oil prices kept investors cautious. Inflation in the euro area edged above target, reinforcing expectations that central banks will hold steady as markets navigate a delicate start to the fourth quarter.