markets

Longview Economics has laid out a positive view for markets over the next 12 months, a sharp contrast to recent doom laden headlines

AI is exploding, labour markets are shifting, and biotech is waking up - Janus Henderson's Josh Cummings breaks down where the heat is now.

Fresh from Sohn London: big shorts, bold longs, and sharp calls across fintech, med-tech, industrials and more. Here are the key ideas.

AI soared, consumers split, and volatility spiked. We break down the key surprises from US earnings season and two stocks that shone bright.

Are you jumping on the market cart or stepping aside? In a world obsessed with AI and Nvidia, this piece asks who you really are.

Regal's Charlie Aitken doesn't bang the table very often these days but he says the recent capitulation in growth stocks is an opportunity.

From record gold to AI disruption, Michael Goldberg explains why slow, patient value investing still works in a noisy macro world.

From steel and cement to UFC and AI software, nine fund managers share their highest conviction Sohn Hearts and Minds stock ideas.

Andrew Mitchell explains how vigilance, curiosity and hard work create an edge in today’s complex markets.

Small caps are back and beating the big end of town. Can the rally last, or will momentum fade as we roll into 2026?