Markets pause for the summer.
Lawrence Gosling and David Stevenson review the year so far in their state of the markets update. Helping them work out what might happen next is Josh McCallum, fixed income economist at UBS Global Asset Management
Lawrence Gosling and David Stevenson review the year so far in their state of the markets update. Helping them work out what might happen next is Josh McCallum, fixed income economist at UBS Global Asset Management
As the AI industry expands rapidly, Vaughan Nelson thinks we should be wary of booms in narrower parts of the AI ecosystem.
Asset & Wealth Management outlook
Copper prices have risen sharply in recent months, but a combination of geopolitical and broader macroeconomic themes have left the near-term pricing outlook uncertain. At the same time, structural demand remains robust and supply is increasingly challenged. James Richards and Oliver Hextall discuss their conviction in the long-term investment case for copper, and emphasise the importance of remaining selective.