When tariffs lose their legal basis

12 March 2026 | Thomas Funk

Thomas Funk, Investment Director, Switzerland Equities, assesses the US Supreme Court’s landmark February ruling and its implications for the broader economic and market environment.

Oilfield services and Middle Eastern conflict: possible short-term pain but clear long-term gain

12 March 2026 | Tom O'Hara

The backdrop is well-trodden by now: according to various industry estimates compiled by Morgan Stanley, global oil and gas capital expenditure (CapEx) has recovered by up to 60% from its 2020 lows and is expected to stay strong.

Droid Age: Investing for the coming AI humanoid revolution

10 March 2026 | Jamie Ross

AI has largely dominated market sentiment since the ChatGPT moment in November 2022. Investors' views on the likely winners and losers have oscillated dramatically over the past couple of years, with an ever-changing and expanding list of companies deemed to be at risk from the rise of AI.

War is just another uncertainty

02 March 2026 | Julian Howard

With Middle East conflict flaring up (again), oil and geopolitical risks are dominating the headlines. But after weathering a steady stream of shocks over the past couple of years, markets have shown surprising resilience. As dramatic as the present news cycle is, investors with diversified portfolios should think twice before taking knee jerk action - and instead stay the course.