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Global markets

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

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14. May. 26

Quarterly market update: Investment opportunities emerge amid geopolitical volatility

Find out how our investment team are reacting to the recent themes they have identified, including: war in the Middle East, robust earnings, and regional opportunities.
Satellite image of world map
06. Mar. 26

Middle East conflict and AI report shake markets

February saw volatility ripple through markets as geopolitical tensions boiled over and trades were triggered by a controversial AI report.
FED The Federal Reserve System, the central banking system of the United States of America
13. Feb. 26

Quarterly market update: Dollar weakness, resilient growth, AI, and how we are adapting investments

Find out how our investment team are reacting to the recent themes they have identified, including: headwinds for the dollar, AI investment, and inflationary pressures.
Team in meeting analysing data
12. Jan. 26

Investors mull mixed growth and jobs data as markets look to 2026

Markets ended 2025 on a positive note. Jason Da Silva, our Director of Global Investment Strategy, looks at the latest data and the themes for the year ahead.
Hot air balloon over mountain
19. Nov. 25

The Arbuthnot Latham Q4 market update webinar

Hear from our Investment Committee about the changes they have made to our portfolios to adapt to market conditions.
Computer technician fixing a network server at the office
11. Nov. 25

Tech earnings remain robust despite sticky inflation

After a strong third quarter, global equities took a breather in October. Although Big Tech impressed, increased capital expenditure and the US shutdown dampened enthusiasm. Jason Da Silva, our director of global investment strategy, shares an update on global markets.
US flag overlayed with stock graph
02. Oct. 25

Bond market reacts to Fed cut and AI spending ramps up

September has historically been a challenging month for investors. But this year saw fresh highs in the US and swings elsewhere, writes our Director of Global Investment Strategy Jason Da Silva.
View across city of London from Muswell Hill
15. Sep. 25

Beyond bricks and mortar: The role of real estate investment in diversified portfolios

Kieran Staunton, the Investment Manager who heads our real estate asset team, explores why property continues to play a vital role in navigating today’s investment landscape.

An automated robotic arm is gripping a CPU inside of a circuit board factory.
10. Sep. 25

Markets react to a key earnings report and global economic data in August

Markets consolidated in August following a strong July. Jason Da Silva, our Director of Global Investment Strategy, covers recent performance and what investors are thinking about as we head into the final quarter of the year.

Business growth, progress or success concept. Financial bar chart and growing graphs with depth of field on dark blue background
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.
bowling alley pinss
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.
Financial stock exchange market display screen board on the street
10. Jul. 25

Market resilience in the face of geopolitical drama

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