A look back at markets in Q3 when the US Federal Reserve cut interest rate cuts and the AI boom continued.

This month we upgrade equities to positive as the Federal Reserve turns more dovish. Find out more in our latest multi-asset views.

A look back at markets in August when weak US jobs data raised the chances of an interest rate cut from the Federal Reserve.

The risk/reward profile for equities is becoming less compelling, while we have concerns around inflation risks. Find out more in our latest multi-asset views.

A look back at markets in July when greater clarity emerged on tariffs and some strong corporate earnings buoyed equities.

Uncertainty over tariffs persists but we maintain our positive stance on equities. Read more about our views on a range of asset classes here.