SpaceX IPO and beyond Accessing innovation in the private markets

28 May 2026 | Kevin Moss

Late‑stage private companies are driving a growing share of innovation, against a backdrop of reopening IPO markets and evolving investor access to private opportunities.

Is the UK ok? Markets cast their vote on the political uncertainty

26 May 2026 | Julian Howard

UK markets gave investors plenty to think about with the local elections of 7 May. Whereas the Iran war seems not to be affecting the S&P 500 at all anymore, the immediate market response in the UK has been notable.

Lessons from Iran

11 May 2026 | Julian Howard

Investors’ traditional war playbook is ‘equities down, bonds up’. So far, the Iran conflict has delivered the opposite. The question is whether investors can draw any lessons.

What has Iran changed, if anything?

07 May 2026 | Tom O'Hara

Since February's textbook "de-grossing" event in the run up to the Iran conflict, leadership has already re-concentrated into semiconductors, AI infrastructure and energy-related capital expenditure (capex), consumer sectors, airlines and defence lagged.