News & Insights

6th July 2026
Market Matters – From FOMO to FEMO
Markets are still strong, but the rally is becoming broader. US equities started the second half well, with the S&P 500 up around 9% year-to-date in USD terms, ...
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30th June 2026
Market Matters – Musical Chairs for UK PM
UK Politics: Keir Starmer’s resignation has pushed UK politics back to the front of investors’ minds, with Andy Burnham looking the clear favourite to take over. ...
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8th June 2026
Market Matters – AI takes a breather
Markets suffered a concentrated AI-led correction rather than a broad risk-off move. The S&P 500 fell 2.55% over the week, with the most acute weakness in ...
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26th May 2026
NVIDIA, Iran Relief and the Stagflation Test
Markets recovered as geopolitical pressure eased, but the rebound was not broad enough to signal a full all-clear. European equities rose just over 3%, the FTSE 100 ...
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18th May 2026
Market Matters- The AI rally meets an inflationary reality
In summary? The near-term outlook remains constructive but more fragile than a week ago. Earnings momentum, AI capex and resilient US growth still provide support, ...
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12th May 2026
A Trek across Norway’s largest Plateau 
In March 2027, an extraordinary team will attempt something never done before.  An unsupported, world-first Arctic crossing by four wounded veterans — three double ...
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11th May 2026
Market Matters – New highs, a closed strait & the next moves for Iran…
Near term, investors should focus on US CPI, Iran’s response to the Hormuz proposal, the Trump-Xi meeting, and whether AI hardware leadership in Asia and US ...
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7th May 2026
Market Matters 193 – Earnings Strength Meets Hormuz Uncertainty
Summary
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27th April 2026
Market Matters- Earnings Trump Geopolitics, For Now
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20th April 2026
IDAD Performance Report – Q1 2026
Another great quarter with 167 product maturities and 245 newproducts launched . This reflects the continued growth of ourstructured product business – the average ...
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20th April 2026
Market Matters – Markets Get Ahead Of Themselves
1. Markets have likely run ahead of the geopolitical reality 2. Broadening participation supports the rally—but positioning has played a role 3. Equities vs bonds ...
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13th April 2026
Market Matters – Relief Rally; Fragile Peace
Relief rally driven by geopolitics, but conviction remains lowMarkets staged a strong rebound following the US–Iran ceasefire and a sharp correction in oil prices, ...
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