MARKET REVIEW Global markets in April 2026 were driven by a sharp repricing of inflation risk following the Iran conflict, a powerful rebound in AI‑related equities, and renewed uncertainty around the path of monetary policy. Over the month, the Fed, ECB and Bank of…

The situation is very severe … the largest supply disruption in the history of oil market. INVESTMENT PERSPECTIVE The U.S. strike on Iran on 28 February triggered the current conflict, but markets initially treated it as a temporary shock. Five weeks into the Gulf…

We are delighted to be the recipient of two WealthBriefing accolades for 2026. Forum Finance has evolved over the last 3 decades to become one of the leading EAMs in the Swiss market. With assets under management close to CHF2bn and 26 employees we rank among the top…

El conflicto con Irán ha introducido una clásica prima de riesgo geopolítico en la energía y el transporte marítimo, pero está impactando sobre una situación macroeconómica muy diferente a la de finales de los años setenta. PERSPECTIVA DE INVERSIÓN El conflicto con…

Gold briefly reached a new high of around 5,600 before “flash crashing” to around 4,700 21.3% PERFORMANCE OF URANIUM Investment perspective Global risk assets extended last year’s momentum, with equity indices flirting with new highs while precious metals experienced…

Market expectations of a Fed cut in December surged to around 85-87% from under 40% a few weeks ago 17.2% PERFORMANCE OF SILVER Investment perspective The macro backdrop remained resilient, despite the lack of publications due to the US government shutdown. Growth in…

Following its Q3 earnings report on October 30th, Amazon’s stock surged about 10-12% in after-hours trading. 16.64% PERFORMANCE OF NIKKEI 225 Investment perspective Historically, October has a reputation for being a challenging month for the stock market, largely due…

Gold has climbed above $4,000 a troy ounce for the first time, Gold hit $4,036 early on Wednesday 11.9% PERFORMANCE OF GOLD IN SEPTEMBER Investment perspective The global economy is showing resilient, albeit slowing, growth, with projections of around 3.2%-3.3% for…