Global markets

The latest insights, views and industry news from Arbuthnot Latham.

15. Aug. 25

Market momentum spurred by trade deals and earnings in July

July was a month of renewed optimism and positive momentum across global markets. Jason Da Silva, our Director of Global Investment Strategy, explains the factors that have calmed investors’ nerves.

14. Jul. 25

What the tenpin bowling bubble teaches us about AI

Technological improvements sparked a bowling boom in the US in the late 1950s. But after growth stalled, the pastime never recovered to its former glory. With investors showing feverish interest in AI, Jason Da Silva, Director, Investment Strategy, explains the lessons they should learn from the bowling bubble.

10. Jul. 25

Global markets

Market resilience in the face of geopolitical drama

Jason Da Silva, Arbuthnot Latham’s Director, Global Investment Strategy explores June's complex economic environment.

05. Jun. 25

Wealth Management Global markets

Gold: How it performs as an investment and when we use it in portfolios

During conflict to market turbulence, 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 recently and what causes it to behave differently to other assets.

06. May. 25

Global markets Spotlight

100 days of Trump: Tariffs, taxes, and volatility

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.

01. May. 25

Global markets Spotlight

A brief history of market corrections

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.

03. Apr. 25

Global markets Wealth Management

Trump tariffs: How markets reacted and the impact on the economy

Trump’s ‘liberation day’ tariffs have rattled markets. Find out what it means for the global economy and how we are managing our portfolios.

17. Mar. 25

Business Wealth Management

What to expect from the UK Spring Statement on 26 March 2025

Discover what to expect when the Chancellor addresses the nation's economic challenges. Learn about potential fiscal measures, economic forecasts, and government priorities.

06. Feb. 25

Global markets

Why did Chinese AI firm DeepSeek jolt the markets?

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.

Newspaper economy section showing the fluctuation of the stock market

16. Jan. 25

Global markets Perspectives 2025

Why UK bond yields spiked in 2025

There was a lot of news coverage surrounding the spike in UK gilt yields in 2025. We look at the causes of the increase in UK borrowing costs and address any concerns.

04. Jul. 24

Global markets

The current interest rate climate

In recent years, fluctuating interest rates have significantly influenced the real estate market, affecting everything from property values to investment returns. Understanding these impacts is crucial for investors, developers, and financial advisors navigating this volatile landscape.