A selection of company news can be found below.
25 March 2026
Investors are moving back into cash at the fastest pace since the pandemic - a sharp and telling shift in positioning. Recent data shows average cash holdings have risen to 4.3% of assets under management in March, up from 3.4% in February - the largest monthly increase since March 2020. Just weeks earlier, allocations were sitting near record lows at 3.2%, reflecting a far more optimistic outlook
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18 March 2026
Markets often treat energy as just another commodity when in reality; it is something far more fundamental. Every major expansion in civilisation, from the Industrial Revolution to the age of globalisation, has followed the discovery of more concentrated forms of energy. Coal powered industrialisation and oil powered the modern global economy.
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11 March 2026
Financial markets are often described as machines governed by models, equilibrium and rational expectations. In practice, however, they behave far more like complex ecosystems. Yet anyone who has traded through a liquidity shock or watched a crowded strategy unwind knows markets rarely behave so neatly.
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04 March 2026
After several quiet years, commodities are stirring with intent. The Bloomberg Commodity Index has climbed to its highest level since early 2023. Copper is advancing. US natural gas has surged. Agricultural contracts have firmed, and oil has re-entered the spotlight, not quietly, but with geopolitical force.
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25 February 2026
There’s a comforting phrase investors like to repeat: “Markets get it right in the end.” It suggests that short-term volatility is simply noise, that prices eventually converge with fundamentals, and that patient capital will ultimately be rewarded. It’s rational, reassuring, and widely accepted.
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18 February 2026
When a company issues a 100-year bond, it isn’t just raising capital; it is making a statement. Last week, Alphabet sold a £1 billion 100-year sterling bond at a 6.125% coupon as part of a broader multi-currency debt raise totalling roughly $20 billion. Demand for the bond was nearly ten times oversubscribed.
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