Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - 20 July 2026
The canary and the consumer
We have both good news and troubling news. Our tracker of higher-end consumer spending remains decent. But the trend of discretionary spending has been falling pretty fast.
Read more
Investor Strategy - July 2026
Technically speaking
The first half of the year has shown the market’s ability to navigate uncertainty. Despite periods of volatility, equity markets have continued to deliver solid gains.
Read more