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The latest insights, views and industry news from Arbuthnot Latham.
With SpaceX going public and frontier AI companies lining up to list, we look at whether waves of IPOs mean we are at the peak of an economic cycle.
May gave investors a lot to think about: a potential US-Iran agreement, shifting central bank expectations, and continued strength in equity markets.
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.
February saw volatility ripple through markets as geopolitical tensions boiled over and trades were triggered by a controversial AI report.
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.
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.
Hear from our Investment Committee about the changes they have made to our portfolios to adapt to market conditions.
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.
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.
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.
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.
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.
