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News & Insights

The latest news, views and commentary from Delphi funds.

Macroeconomics
Summit, oil price decline and new records
10. Juni 2026

Global equities rose to new highs in May, lifted by a falling oil price, renewed AI optimism and a great-power summit that reduced geopolitical risk.

Macroeconomics
Ceasefire, Negotiations and Records
13. Mai 2026

Global equities reached new all-time highs in April, driven by hopes of a resolution to the ...

Macroeconomics
Energy shock weighed on global equity markets
15. April 2026

Persistently high oil prices, stagflation fears, and a sharp reversal in the interest rate market ...

Macroeconomics
War, tariffs and technological shift
13. März 2026

The oil price rose sharply after the United States and Israel attacked Iran, and geopolitical ...

Macroeconomics
Further gains despite uncertainty
16. Februar 2026

Equity markets rose in January, supported by improved growth signals and increased risk appetite, ...

Macroeconomics
Geopolitics in Motion
9. Januar 2026

The global economy entered the turn of the year with a more stable growth outlook than feared. ...

Macroeconomics
Fog, Trump and interest rates
12. Dezember 2025

After the turmoil around the shutdown in the US, equity markets ended slightly up in November, ...

Macroeconomics
Shutdown, Cuts, and Trade Truce
10. November 2025

Stock markets rose in October, driven by rate cuts and an easing of the trade conflict between the ...

Macroeconomics
When Politics Meets Monetary Policy
16. Oktober 2025

The stock markets continued to rise in September, driven by interest rate cut in the US and renewed ...

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