Oil spike, equity rally and earnings reality check | Monthly Investment Insights

The trends, risks and opportunities investors should watch

What’s driving global markets in the second half of the year? In the latest Mid-Year Outlook, Chief Market Strategist & Economist @Guy Miller breaks down why markets continue to surprise on the upside. * Global growth remains steady * Central banks may pause prolonged tightening * Tech investment (especially AI and semiconductors) is driving momentum * Equities still have room to run  Despite geopolitical noise and oil shocks, markets are proving resilient, supported by liquidity, earnings and capital spending.

Inflation creeps higher: What it means for markets

Inflation is rising again but markets are still moving higher. Are markets underestimating inflation risk or pricing in something bigger? This month’s Investment Insights breaks down the real drivers behind investor optimism. Get the latest market perspective from Chief Market Strategist & Economist Guy Miller in his new Key Investment Insights video. - Higher but manageable inflation - Central banks switch to hawkish mode - Equities have further to run

Oil spike, equity rally and earnings reality check | Monthly Investment Insights

Get the latest market perspective from Chief Market Strategist Guy Miller in his new Key Investment Insights video. This month's key points: - Oil prices still extended as the Strait of Hormuz remains closed - Stocks rebound as investors put the war behind them - Corporate earnings are strong, with expectations are rising

Growth vs. Middle East Conflict: Will It Hold? | Monthly Investment Insights

Get the latest market perspective from Chief Market Strategist Guy Miller in his new Key Investment Insights video. This month's key points: - Global growth to withstand Mid East conflict - Financial markets vulnerable to a setback - US Supreme Court shows institutional integrity

USD 400 billion in tech investment: Is it really that much? | Monthly Investment Insights

Key developments: * Equities start 2026 in rude health, and the MSCI World Index hits a record high as the rally broadens * Geopolitical tensions pick up as Venezuela's President Maduro is ousted by the US, but the market reaction has been muted * Government bond yields remain rangebound, supported by constructive inflation data, with little impact from geopolitical events