Market Insights
Money Matters

Money Matters – 1 July 2026
How long can chip stocks keep climbing? Semiconductor stocks are maintaining momentum, but is there a risk that investors are too optimistic on long-term performance?

Money Matters – 18 June 2026
Is the end in sight for the Strait of Hormuz blockade? The U.S. and Iran are close to a deal that could reopen the Strait

Money Matters – 10 June 2026
Equity markets split as AI trade stalls The AI trade, while powerful, is not immune to gravity and the broadening of market leadership is beginning

Money Matters – 2 June 2026
Will the U.S. and Iran reach a peace deal? A peace treaty between the U.S. and Iran over the Strait of Hormuz is “tantalisingly close”

Money Matters – 28 May 2026
Global markets soar to new highs Global markets rallied despite geopolitical tensions. Janet Mui explains what’s driving investor confidence. Stocks rally on hopes for a

Money Matters – 21 May 2026
UK markets are under the spotlight UK markets are under pressure. Guy Foster unpacks the politics, the Strait standoff, and what it means for investors.

Money Matters – 13 May 2026
What’s driving market optimism? We explore what’s driving market sentiment as U.S. stocks soar to record highs despite continued Middle East tensions. Potential U.S.-Iran deal

Money Matters – 29 April 2026
How could energy impact investment markets? A tighter energy market could affect household and corporate earnings – what impact might this have on investment markets?

Money Matters – 21 April 2026
How long can markets remain resilient? We examine how markets have remained resilient amidst the geopolitical uncertainty stemming from the U.S.-Iran conflict. Blockades to breakthroughs

Money Matters – 15 April 2026
U.S.-Iran negotiations fail – what’s next? As the weekend saw failed negotiations between the U.S. and Iran, we examine what this means for investors. The

Money Matters – 8 April 2026
Markets steady as Iran deadline approaches As another President Trump deadline approaches, markets remain calm despite dwindling energy reserves. Markets remain distracted by a world

Money Matters – 25 March 2026
Central banks stand ready to act We analyse how the extended Iran war is driving energy shocks and forcing central banks worldwide to reassess rate

Money Matters – 18 March 2026
Economic impacts intensify amid conflict We analyse how the Iran conflict is reshaping energy markets and putting anticipated interest rate cuts at risk. Iran conflict:

Money Matters – 11 March 2026
What next for oil prices? Energy prices fluctuated at the start of the week on the back of continued geopolitical tension between the U.S. and

Money Matters – 25 February 2026
Markets respond to political uncertainty How continued U.S. tariff uncertainty and geopolitical tensions are affecting markets. U.S. Supreme Court rules against Trump tariffs The week

Money Matters – 18 February 2026
Three themes driving investor sentiment Software sell-offs, U.S. inflation and U.S. labour market data, we break down the latest market drivers. To AI or not

Money Matters – 11 February 2026
Markets respond to political turmoil We examine how markets have reacted to political developments in Japan and the UK as well as the impact of

Money Matters – 4 February 2026
Markets respond to Fed chair nomination We explore how markets have reacted to President Trump nominating Kevin Warsh as new Federal Reserve chair. Warsh nominated