With rate cuts returning, earnings holding firm and AI investment accelerating, we explore the key forces shaping today’s markets—and what they mean for investors. Read our latest monthly update.

Stock markets have recently scaled a series of new heights. This can cause consternation among investors concerned the tide will soon turn, but we still see solid potential for risk assets. Coutts’ Chief Investment Officer Fahad Kamal explains why.

The US central bank cuts interest rates for the first time this year with suggestion of further rate cuts to come.

Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.

While we believe tariffs may put some upward pressure on inflation, we do not expect the overall impact to be large enough to influence the direction of interest rates.

The narrowing of corporate and government bond yields raises the question: is the riskier option worth a marginally better yield?