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Stock market news & opinion

Always up to date

We keep you informed with investment news, market comments and updates on our investment strategy.

More publications about the situation in the Middle East are available here

Seeing through the fog

Despite geopolitical unrest, the outlook for economic growth and corporate earnings remains positive. Investors would do well to see through the current ‘fog’. There is ample reason to enter the second half of this investment year with cautious optimism.

Read our Investment Outlook

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Strategic repositioning

Investment strategy

17/06/2026

The economic impact of the US-Iran war will continue to be felt for the time being, despite the two countries having reached an agreement. Meanwhile, semiconductor stocks have rallied strongly recently, while bond yields have climbed since the start of the year. Against this background, we are shifting our asset allocation. Firstly, we are reducing our position in emerging markets from overweight to neutral, while increasing our position in developed markets from underweight to neutral. As a result, we reposition risk while keeping a neutral overall position in equities. Finally, we have slightly reduced our position in gold, although we remain positive about this precious metal.

  • Equities: taking profit in emerging markets
  • Gold: reduce allocation as momentum fades

The mega IPOs of 2026: catalyst or warning signal?

Market comment

12/06/2026

Interest in AI has gained fresh momentum as SpaceX, Anthropic, and OpenAI are set to go public soon. What will be the impact of these IPOs? And can these companies meet investors’ expectations?

How geopolitical events and energy prices shape currency markets

Market comment

28/05/2026

When the conflict in Iran began, the US dollar became stronger against most major currencies. The US economy is seen as largely insulated from the conflict due to its geographical distance, and it may even benefit from higher oil prices being a net exporter. Since then, currency markets have reacted erratically to news about the conflict. Now that attacks have been reduced and talks of a deal come and go, there is less clear direction in the currency markets.

Investing involves risks

Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.