The latest insights, views and industry news from Arbuthnot Latham.
May brought a welcome recovery to global financial markets, a noticeable shift from the more cautious sentiment seen in April. Although Jason Da Silva, our Director, Global Investment Strategy, says uncertainties still linger.
As Donald Trump’s tariffs caused turmoil in the markets, many investors turned to an asset that is often seen as a safe haven: gold. Investment Manager Greg Darke explains why it hit record highs in 2025 and what causes it to behave differently to other assets.
The first 100 days of Donald Trump’s second term have been a whirlwind of volatility. Our Director of Global Investment Strategy, Jason Da Silva, looks at the economic impact and where we go from here.
Stock market corrections are not as rare as you think. See our definition of a correction, how often they turn into bear markets, and how many there have been in recent years.
Industry experts, Argenta Private Capital Ltd, share insights on the Lloyd's of London insurance market and explore the investment opportunities for insurance as an asset class.
Trump’s ‘liberation day’ tariffs have rattled markets. Find out what it means for the global economy and how we are managing our portfolios.
Discover what to expect when the Chancellor addresses the nation's economic challenges. Learn about potential fiscal measures, economic forecasts, and government priorities.
We have seen a significant change in market dynamics this year, driven by a potential resolution of the Russia-Ukraine war and discussions on increased defence spending across Europe.
The positive global outlook of solid growth and disinflation has been disrupted by one of President Trump's key anticipated measures.
We explore why equity markets experienced a bout of volatility this week following the announcement of a transformative breakthrough in artificial intelligence (AI) technology by a Chinese company, DeepSeek.
2024 was the year of elections, with around 50% of the global population heading to the polls. For 2025, we’re on policy watch. As world leaders take office with mandates to govern, we’ll start to see their policies in action.
Over recent weeks, there has been a lot of news coverage surrounding the spike in UK gilt yields. We look at the causes of the increase in UK borrowing costs and address any concerns.