Global House View and Investment Perspectives: February 2026

Inview

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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

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Market insights 22 June 2026

Equity markets receive boost from US-Iran deal

The week was marked by a de-escalation in geopolitical tensions as well as numerous central bank meetings.

Research Team

2 min read

Market insights 15 June 2026

Stocks buoyed by de-escalation in geopolitical tensions

Investors continued to focus on the situation in the Middle East, a main driver of market sentiment over the week.

Research Team

2 min read

Market insights 08 June 2026

US jobs report raises odds of Fed rate hike, pressuring equities

US equity markets logged weekly losses as tech-driven losses accelerated into Friday.

Research Team

2 min read