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Articles
- Venezuela: where’s the shock?
- China housing market downturn and its impact
- Q4 Multi-Asset Perspectives: Proceeding with care
- The future of AT1s: “If it ain’t broke, don’t fix it”
- EMD’s Gravity Shift: Why investors are pulling ‘satellite’ emerging market debt into the core of portfolios
- Methane under Fire: How the EU’s bold regulations aim to confront supercharged emissions
- From outflows to opportunity: China equity today
- The Asia ex-Japan rally has further to run
- Rotation from financial assets to solid, tangible assets
- The opportunity set remains excellent
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Multi Asset Blog
Market stress: Should I be worried?
21 January 2026 | Julian Howard
With unpredictable US government policy making for a volatile investment environment, US equities’ searing post-Liberation Day progress appears to have stalled, while gold market fever could be a symptom of stress in global capital markets. But history suggests that equities tend to reward the patient.
Investment Opinions
Venezuela: where’s the shock?
21 January 2026 | Julian Howard
Oil used to matter a lot. High oil prices could bring countries almost to a standstill, as occurred in the US during the 1973 Arab oil embargo and the 1979 Iranian revolution, and in the UK with the fuel strikes of 2000 and, to an extent, 2005 and 2007.
