Global equity markets sell-off sharply as attacks on key energy infrastructure and concerns over a prolonged conflict in the Middle East sees energy prices rise. Global central banks are in wait and see mode, but traders have been ramping up bets for potential rate hikes, particularly in the UK.

This week's presenter: Tom Rosser

The ongoing conflict in the Middle East continues to weigh on global equity markets, as investors remain wary of the inflationary risks posed by elevated energy prices. Japanese equities were hit hardest last week, while China fared best.

This week's presenter: Edward Russell - Investor Solutions Associate

Global markets swung sharply this week following the attack in Iran, with oil and gas prices jumping and equities falling across most regions. Oil jumped ~20%, gas surged ~60%, and global equities, and bonds, fell across the board. These types of market moves are common when major geopolitical events occur. They often reflect uncertainty, and not necessarily long-term economic damage. All eyes remain on how the conflict unfolds and the impact this could have on energy markets, and therefore economy growth and inflation.

This week's presenter: Rohit Vaswani, Investment Director Omnis Investmetns

The global economic backdrop was mixed last week, with shifting monetary policy expectations, geopolitical developments and tariff uncertainty. Despite varied market drivers, themes such as improving confidence in parts of Europe and Japan, firmer policy signals in the UK, and renewed risk appetite in China helped shape overall sentiment. The US was again the laggard, as we saw a continued rotation into other regions.

This Week's Presenter: Patrick O'Donnell - Omnis Chief Investment Strategist

A broadly positive week for global equities, as favourable macroeconomic data supported investor sentiment. UK and European equities extended their year-to-date outperformance of the US, while Japan took a breather following an exceptionally strong start to 2026.

Presenter: Matt Daniels - Omnis Investment Analyst

AI disruption concerns again dominate global markets, with the US subsequently lagging global peers. Japan was the standout performer with stocks rallying strongly on the Liberal Democratic Party achieving a supermajority.

This week's presenter: Ed Russell

We saw a continued rotation out of Technology stocks as concerns surrounding AI’s disruptive effects negatively impacted investor sentiment. Despite weakness in this area of the market, Europe, the UK and Japan all rallied during the week.

This week's presenter: Rohit Vaswani

Global equity markets were mixed for the week, as investors reacted to the US Federal Reserve meeting. UK equities were the best performer, while Japanese equities lagged due to a large rally in the Japanese Yen.

This week's presenter: Edward Russell