by John Sparks | Apr 8, 2026 | News
The Iranian conflict: One month later At the eleventh hour, the US and Iran have agreed to a temporary ceasefire, with escalating attacks to be held off for two weeks. The equity market has so far soared on the announcement, with Brent crude futures free falling....
by John Sparks | Mar 5, 2026 | News
The Iranian war: The geopolitical consequences On February 28, a joint US-Israel declaration of war was raised against Iran, with the intent of instigating regime change. The opening strikes in Tehran and other Iranian strategic sites have undoubtedly been regime...
by John Sparks | Sep 5, 2025 | News
The Jackson Hole reprieve The outcome of Jackson Hole provided welcome relief for US investors, as Fed Chair Jerome Powell signalled his most dovish stance to date, and the probability of a September rate cut now rising to 85%. The VIX has remained relatively subdued...
by alex@integrityam.co.za | Mar 5, 2025 | News
Europe’s abating headwinds Over the past decade, European equity returns have lagged the US. The Euro Stoxx 50 has returned an annualised 4.4% while the S&P 500 has delivered 11.1%. Much of the past decade’s European equity market underperformance has been the...