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Wrecking Ball

Wrecking Ball

In this edition of Monthly Market Commentary, Jeremy Batstone-Carr examines the contrasts between US and Asian stock markets, considers the impact of agentic AI, highlights resilience in the UK market, and more. This piece also touches on the recent events in the Middle East.

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Alarums and excursions

Alarums and excursions

It is often said that January sets the scene for the rest of the year when it comes to the markets - will the same hold true for 2026?

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