3 August 2026

Markets seem expensive: What do the numbers say?

As markets continued to new highs this year, the increases have made some investors nervous about a possible bubble.

The nerves are understandable, considering the amount of excitement around AI while a lot about its capabilities remains unclear. However, when we look at the numbers across most major markets, share price growth in the last year has...

13 May 2026

Why Japanese equities are weathering the storm

If the past few years have taught investors anything, it’s that geography doesn’t insulate you from global shocks. Japan, like Europe and the UK, is highly exposed to the ongoing energy crisis, relying heavily on imports to keep its economy moving.

With over 90% of its oil sourced from the Middle East, Japan sits squarely in the line of fire if...

27 February 2026

Why Trump's tariff shock hasn't spooked markets

The debate over US tariffs has dominated market conversations for more than a year. But the recent Supreme Court ruling declaring President Trump’s previous tariff actions illegal has changed the landscape. In response, the administration introduced a temporary 10% blanket tariff, with plans to raise it further. However, after a brief wobble on...