Gary Jackson

Gold's most volatile quarter in modern memory is not a sign of instability but a symptom of structural transformation that could result in higher

Record highs in US stocks have divided market analysts, with some seeing rational pricing of AI growth and geopolitical risk while others warn that

UK borrowing costs have hit levels unseen since before the 2008 global financial crisis, as bond markets deliver their verdict on the country's political and economic vulnerabilities.

Semiconductors, energy transition and the physical infrastructure of artificial intelligence have dominated ETF returns in 2026 so far, while cloud

Markets are pricing in both accelerating AI optimism and a potentially serious energy shock, according to investment strategists, creating a growing disconnect between buoyant stocks and an increasingly fragile economic backdrop.

BlackRock has upgraded developed market stocks to overweight, citing AI-driven earnings momentum as the basis for a strategic reallocation of growth risk.

Fund managers carried out their largest single-month rotation into equities ever recorded in May, thanks to easing fears around the Iran conflict and a sharp recovery in profit expectations.

Global funds run by Dodge & Cox, UBS and M&G have been most closely aligned with the value investing style over the past three years, Trustnet research shows.

Listing SpaceX, OpenAI and Anthropic alongside the existing big AI stocks would take the group's market-cap concentration to close to half of the S&P 500, Bank of America analysis suggests.

There are no funds in the four main mixed-asset sectors with an unblemished record of avoiding the bottom quartile over the past decade, Trustnet research shows, although a few have come close.