All IPE articles in July/August 2026 (Magazine)
View all stories from this issue.
-
FeaturesIPE Expectations indicator - July 2026: Hormuz in bonds, but not in equity
Peace in Iran is at last focussing on the Strait of Hormuz. Iran seems to have dropped its demands for tolls, but continues to insist on its sovereignty over the waterway. The US has realised EU countries and the UK will not support it in its demands.
-
AnalysisFixed income, rates, currencies: AI dominates investment sentiment
Despite fears of a growing bubble, artificial intelligence remains the key driver for investors
-
Opinion PiecesUK aims to be a first mover in regulatory readiness and capital deployment to nuclear fusion
Nuclear fusion, the energy process that powers the stars, was just three decades away, I was told when I left university four decades ago with a doctorate in physics. Unfortunately, it remained three decades away for the next 30 years.
-
AnalysisChart watch: US trade deficit shrinks, ECB’s inflation projections revised up
Inflation expectations are being revised upwards in both the US and Europe
-
AnalysisIs there a powerful El Niño event on the way?
Warnings abound of the potential impact, particularly on crops, fish stocks and rainfall in many disparate parts of the world
