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- Is the UK ok? Markets cast their vote on the political uncertainty
- Lessons from Iran
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Investment Opinions
Is the UK ok? Markets cast their vote on the political uncertainty
26 May 2026 | Julian Howard
UK markets gave investors plenty to think about with the local elections of 7 May. Whereas the Iran war seems not to be affecting the S&P 500 at all anymore, the immediate market response in the UK has been notable.
European Equities Blog
What has Iran changed, if anything?
07 May 2026 | Tom O'Hara
Since February's textbook "de-grossing" event in the run up to the Iran conflict, leadership has already re-concentrated into semiconductors, AI infrastructure and energy-related capital expenditure (capex), consumer sectors, airlines and defence lagged.
