Moving Markets

‘Risk-off’ returns and big tech at a crossroads

All-time highs and US naval escorts

The View Beyond: How can structured products help navigate current markets?

Fed divided, AI earnings diverging, oil ever higher

Markets eye Big Tech earnings & final Powell rate call

Cautious markets, rising oil and the next phase of AI

Risk back on? Earnings, central banks, and the next leg higher

The View Beyond: Private infrastructure - Resilience & growth amidst volatility

Diverging data and higher oil price keep markets cautious

Fragile ceasefire extension sees global rally peter out

Trump extends ceasefire unilaterally

Geopolitics weigh on markets as Middle East tensions rise again

The View Beyond: When earnings meet geopolitics

Nasdaq on its best winning streak since 2009

Bullish signs of a peace deal send stocks soaring

Stocks closing in on record highs

Markets bounce back as deal hopes resurface

From ceasefire relief to risk‑off reality

The View Beyond: What the fragile Middle East truce means for China

The podcast explores the outlook for the Chinese market amidst geopolitical tensions, particularly the fragile ceasefire between the U.S. and Iran. Hong Hao, managing partner and CIO of Lotus Asset Management, advises against chasing the market rally, suggesting the war is de-escalating into a regional conflict between...

Ceasefire hopes lift markets as eyes turn to US inflation