News & Insights

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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7th April 2026
Market Matters – A Relief rally at last, but what has actually changed?
A relief rally, not quite a regime change: Markets bounced after a difficult March, but the rebound was driven by a temporary easing in geopolitical fears rather ...
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30th March 2026
Its getting Uglier as Houthis join War : US Troops arrive in Persian Gulf
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23rd March 2026
Market Matters – Investors start factoring in the consequences of a drawn out conflict
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16th March 2026
Market Matters – War Rages on into third week
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9th March 2026
Market Matters – War Rages On
Geopolitical escalation has reintroduced a meaningful risk premium, as the Iran–US–Israel conflict widened across the Gulf, disrupting regional infrastructure and ...
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2nd March 2026
US and Israel attack Iran
Geopolitics has re‑emerged as a dominant market driver following coordinated US–Israeli strikes on Iran and the death of Ayatollah Khamenei. The resulting leadership ...
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23rd February 2026
Market Matters – Supreme Court Slap!
Markets absorbed macro and political shocks with resilience, leaving global equities broadly unchanged. The UK outperformed (+2.7%), Europe gained (+2.3%), and the ...
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16th February 2026
Market Matters – Churn Continues Under the Surface
Equity markets remain directionless at the index level but highly rotational beneath the surface. While the S&P 500 has been fairly flat over the last rolling ...
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9th February 2026
Market Matters- Relief On Friday
Market leadership rotated sharply toward US value stocks, As investors sold Big Tech despite solid earnings, driven by rising scepticism about the cost and payback ...
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30th January 2026
IDAD Performance – Q4 2025
A new record – 202 new products for the quarter and 161 maturities. Size isn’t everything, but IDAD also had a record year for structured product sales hitting ...
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