Bowmore Asset Management — Discretionary Fund Management
Market Overview

Market Overview

Regular market commentary from the Bowmore Asset Management investment team.

Market Overview

Get the latest analysis on the global markets from the team at Bowmore Asset Management.

19 Jun 2026 — From buybacks to IPOs: A generational change in the US stock market

Read more · 4 min read

11 Jun 2026 — House market headwinds: what slowing house prices really mean

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15 May 2026 — Why markets may have further room to grow

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08 May 2026 — A brief history of negotiations

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01 May 2026 — Unravelling the OPEC Cartel

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24 Apr 2026 — Diamond disruption: Wedding season incoming

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17 Apr 2026 — V for Victory

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10 Apr 2026 — Three Charts in Three Minutes – Q1 2026

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27 Mar 2026 — What are Gilts and why are they misbehaving?

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20 Mar 2026 — Is AI really to blame for rising unemployment?

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17 Mar 2026 — An update on Iran and markets

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13 Mar 2026 — Beyond the front page

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06 Mar 2026 — Conflict and commodities

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20 Feb 2026 — Bad news for jobs, good news for markets

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13 Feb 2026 — Income investing

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06 Feb 2026 — Does the buck stop here? Our outlook for the US dollar

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30 Jan 2026 — Testing the limit of fiscal credibility

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23 Jan 2026 — Icy diplomacy: Greenland and strains across global alliances and markets

Read more · 5 min read

16 Jan 2026 — Three Charts for 2026

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09 Jan 2026 — Crude intentions – Venezuela and the oil market

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