Currencies/Foreign Exchange

With the first half of the year behind us, the latest Investors’ Outlook explores the topics that have occupied markets, including what mega-IPOs could mean for equity markets, whether easing geopolitical tensions might help cool inflation concerns, and what may lie ahead for the UK economy.

As we enter the home stretch of the first half of the year, one of the main questions is what the war in the Middle East may mean for the economy’s trajectory this year. The Multi Asset Boutique shares its views in the latest Investors’ Outlook.

Foreign exchange markets have taken centre stage again in recent weeks. President Trump’s apparent indifference to the relatively steep dollar depreciation trend of late has raised a few eyebrows and added fuel to the dollar fire.

It has been a roaring start to the new year as geopolitical headlines turned the volume up, contributing to a weaker US dollar and a surge in gold. But what else may await investors as the year unfolds? Find out in the first Investors’ Outlook of 2026.

As we turned to the final page of the year, markets experienced a combination of caution and consolidation. What are the factors setting the type for what might await markets in 2026? Find out in the latest Investors’ Outlook.

Following years of underperformance, emerging market equities are leading global markets in 2025 to date, driven by a softer US dollar, policy reforms, and renewed investor confidence. With valuations still discounted and structural tailwinds in place, this rally signals a potential long-term shift in global equity dynamics.

Now that the US Federal Reserve has delivered the rate cut many investors had anticipated, what’s fueling the sense of acceleration? The latest Investors’ Outlook dissects recent trends and adjusts the mirrors to bring the road ahead into focus.

Learn more about currencies and how they depend on other factors in the economy.