Global House View and Investment Perspectives: February 2026

Inview

8 min read

Global House View and Investment Perspectives: February 2026

Welcome to the February edition of InView: Monthly Global House View. In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.

09 February 2026

More stories

Inview 07 July 2026

Global House View and Investment Perspectives: July 2026

Balancing growth opportunities and rising yields.

8 min read

Market insights 06 July 2026

Euro-STOXX 600 ends at record high

It was a holiday shortened week for Wall Street but nevertheless the major indices managed to log gains. Following the previous week’s sell-off in tech names, Monday saw a rebound, also powered by corporate deal activity.

Research Team

2 min read

Market insights 29 June 2026

Large-cap tech pullback weighs on equity markets

US stocks had a mixed week with artificial intelligence valuations and inflation data in focus.

Research Team

2 min read