S&P 500

Warning: the AI trade is fracturing fast and what to do now

AI investors should follow three priorities for the rest of 2026, warns the CEO of one of the world’s largest independent financial advisory organisations, as sharp swings are exposing which parts of the AI trade are built on real demand and which are not.

US-Iran peace deal to redraw market winners and losers

There will be clear winners and losers across global stock markets should the US and Iran reach a peace deal this weekend, affirms the CEO of one of the world’s largest independent financial advisory organisations.

Tech drives record highs on Wall Street as easing tensions fuel AI-led surge

Tech stocks are powering stock markets to fresh record highs as easing geopolitical tensions are helping “accelerate the next phase of the AI and tech-led bull market.”

Oil to remain elevated, relief rally builds on US-Iran ceasefire

A significant relief rally is now underway, but oil prices are set to remain structurally higher, warns the CEO of one of the world’s largest independent financial advisory organisations.

Markets are frothy – and as Trump’s tariff deadline nears, volatility is set to surge

Global financial markets are looking increasingly frothy, and as President Trump’s August 1st deadline for finalising tariff deals approaches, investors should brace for a sharp rise in volatility.

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Will 2025 be different than 2024?

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