Counterpoint · July 2026
Recalibrating the path – Counterpoint July 2026
How selective profit-taking, higher bond yields and greater selectivity within equities are shaping portfolio positioning as the economic cycle matures.
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Discover our insights into the latest investment news and trends. Find out what you need to know to better understand how to invest and manage your money.
Investment insight · June 2026
Space, Semiconductors and Sustainability
SpaceX's rise highlights the evolving link between space technology, sustainability and energy, from reusable rockets to satellite connectivity and proposed space-based data infrastructure.
Read moreMarkets · June 2026
Mega-IPOs: opportunity meets absorption
A new wave of mega-IPOs, led by SpaceX, OpenAI and Anthropic, could reshape equity markets. These listings aim to raise significant capital for AI and infrastructure rather than provide exits.
Read moreCounterpoint · May 2026
Capital in motion – Counterpoint 2026 mid-year outlook
In our 2026 mid-year Counterpoint Outlook, we look at how geopolitics, oil prices, resilient earnings and shifting market leadership are shaping portfolio positioning today.
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